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EVERGREEN FORESTS 401K PLAN 401k Plan overview

Plan NameEVERGREEN FORESTS 401K PLAN
Plan identification number 001

EVERGREEN FORESTS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAMARACK MILL, LLC has sponsored the creation of one or more 401k plans.

Company Name:TAMARACK MILL, LLC
Employer identification number (EIN):820523882
NAIC Classification:113110
NAIC Description:Timber Tract Operations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERGREEN FORESTS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WALLY BURCHAK2023-09-12
0012021-01-01LISBETH EDWARDS2023-01-20
0012020-01-01LISBETH EDWARDS2021-09-21
0012020-01-01LISBETH EDWARDS2021-12-17
0012019-01-01KATE KENNEDY2020-10-14
0012019-01-01KATE KENNEDY2020-12-29
0012018-01-01KATE MARY2019-12-27
0012018-01-01KATE MARY2019-10-14
0012017-01-01KATE MARY
0012017-01-01KATE MARY
0012016-01-01VICKI HOWARD
0012016-01-01SHERRI LYNN
0012015-01-01VICKI HOWARD
0012014-01-01VICKI HOWARD
0012014-01-01VICKI HOWARD
0012013-01-01LIANNE KROGH
0012012-01-01LIANNE KROGH
0012011-01-01LIANNE KROGH
0012010-01-01LIANNE KROGH
0012009-01-01VICKI HOWARD
0012009-01-01VICKI HOWARD

Plan Statistics for EVERGREEN FORESTS 401K PLAN

401k plan membership statisitcs for EVERGREEN FORESTS 401K PLAN

Measure Date Value
2022: EVERGREEN FORESTS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-0186
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01139
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: EVERGREEN FORESTS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01171
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01150
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: EVERGREEN FORESTS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01171
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: EVERGREEN FORESTS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: EVERGREEN FORESTS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: EVERGREEN FORESTS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EVERGREEN FORESTS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01158
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EVERGREEN FORESTS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01158
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EVERGREEN FORESTS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01151
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EVERGREEN FORESTS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: EVERGREEN FORESTS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01123
Number of participants with account balances2012-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EVERGREEN FORESTS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01116
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EVERGREEN FORESTS 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01119
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01112
Number of participants with account balances2010-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EVERGREEN FORESTS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01109
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01112
Number of participants with account balances2009-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EVERGREEN FORESTS 401K PLAN

Measure Date Value
2022 : EVERGREEN FORESTS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$725
Total income from all sources (including contributions)2022-12-31$-346,742
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$158,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$153,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$177,203
Value of total assets at end of year2022-12-31$2,836,131
Value of total assets at beginning of year2022-12-31$3,340,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,699
Total interest from all sources2022-12-31$4,891
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$102,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$102,856
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$126,981
Participant contributions at end of year2022-12-31$88,543
Participant contributions at beginning of year2022-12-31$88,264
Participant contributions at end of year2022-12-31$772
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-505,077
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,834,301
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,339,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,743,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,251,769
Interest on participant loans2022-12-31$4,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$70
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-631,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,222
Employer contributions (assets) at end of year2022-12-31$53
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$153,636
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2022-12-31201943775
2021 : EVERGREEN FORESTS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$495,557
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$264,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$254,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$177,214
Value of total assets at end of year2021-12-31$3,340,103
Value of total assets at beginning of year2021-12-31$3,108,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,747
Total interest from all sources2021-12-31$4,900
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$196,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$196,535
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$133,216
Participant contributions at end of year2021-12-31$88,264
Participant contributions at beginning of year2021-12-31$95,427
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$231,123
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,339,298
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,108,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,251,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,012,470
Interest on participant loans2021-12-31$4,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$70
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$116,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$43,998
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$50
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$254,687
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2021-12-31201943775
2020 : EVERGREEN FORESTS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,555
Total income from all sources (including contributions)2020-12-31$567,023
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$436,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$424,463
Expenses. Certain deemed distributions of participant loans2020-12-31$1,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$178,427
Value of total assets at end of year2020-12-31$3,108,175
Value of total assets at beginning of year2020-12-31$2,989,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,582
Total interest from all sources2020-12-31$5,820
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$88,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$88,378
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$139,601
Participant contributions at end of year2020-12-31$95,427
Participant contributions at beginning of year2020-12-31$93,805
Participant contributions at end of year2020-12-31$228
Participant contributions at beginning of year2020-12-31$756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,555
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$130,830
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,108,175
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,977,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,012,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,877,473
Interest on participant loans2020-12-31$5,666
Interest earned on other investments2020-12-31$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$294,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$38,826
Employer contributions (assets) at end of year2020-12-31$50
Employer contributions (assets) at beginning of year2020-12-31$6,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$424,463
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2020-12-31201943775
2019 : EVERGREEN FORESTS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,724
Total income from all sources (including contributions)2019-12-31$664,411
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$696,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$690,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$200,658
Value of total assets at end of year2019-12-31$2,989,900
Value of total assets at beginning of year2019-12-31$3,026,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,894
Total interest from all sources2019-12-31$6,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,512
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$149,459
Participant contributions at end of year2019-12-31$93,805
Participant contributions at beginning of year2019-12-31$120,263
Participant contributions at end of year2019-12-31$756
Participant contributions at beginning of year2019-12-31$6,227
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$4,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,724
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-32,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,977,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,009,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,877,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,891,754
Interest on participant loans2019-12-31$6,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$380,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$51,199
Employer contributions (assets) at end of year2019-12-31$6,316
Employer contributions (assets) at beginning of year2019-12-31$3,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$686,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2019-12-31201943775
2018 : EVERGREEN FORESTS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$155
Total income from all sources (including contributions)2018-12-31$111,322
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$654,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$646,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$180,457
Value of total assets at end of year2018-12-31$3,026,105
Value of total assets at beginning of year2018-12-31$3,552,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,157
Total interest from all sources2018-12-31$6,236
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$135,537
Participant contributions at end of year2018-12-31$120,263
Participant contributions at beginning of year2018-12-31$107,069
Participant contributions at end of year2018-12-31$6,227
Participant contributions at beginning of year2018-12-31$80
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$155
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-542,777
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,009,381
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,552,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,891,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,442,799
Interest on participant loans2018-12-31$6,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-75,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,441
Employer contributions (assets) at end of year2018-12-31$3,398
Employer contributions (assets) at beginning of year2018-12-31$2,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$642,479
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2018-12-31201943775
2017 : EVERGREEN FORESTS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$613,899
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$589,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$583,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$193,697
Value of total assets at end of year2017-12-31$3,549,921
Value of total assets at beginning of year2017-12-31$3,525,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,794
Total interest from all sources2017-12-31$5,473
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$116,384
Administrative expenses professional fees incurred2017-12-31$3,123
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$150,130
Participant contributions at end of year2017-12-31$107,069
Participant contributions at beginning of year2017-12-31$91,638
Participant contributions at end of year2017-12-31$53
Participant contributions at beginning of year2017-12-31$53
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,955
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,549,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,525,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,442,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,432,566
Interest on participant loans2017-12-31$5,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$414,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$43,567
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$583,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2017-12-31201943775
2016 : EVERGREEN FORESTS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,342
Total income from all sources (including contributions)2016-12-31$441,956
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$465,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$453,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$229,675
Value of total assets at end of year2016-12-31$3,525,811
Value of total assets at beginning of year2016-12-31$3,553,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,528
Total interest from all sources2016-12-31$4,035
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$65,826
Administrative expenses professional fees incurred2016-12-31$11,878
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$149,173
Participant contributions at end of year2016-12-31$91,638
Participant contributions at beginning of year2016-12-31$75,875
Participant contributions at end of year2016-12-31$53
Participant contributions at beginning of year2016-12-31$53
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,342
Administrative expenses (other) incurred2016-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-23,961
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,525,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,549,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,432,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,477,053
Interest on participant loans2016-12-31$4,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$142,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,920
Employer contributions (assets) at end of year2016-12-31$1,554
Employer contributions (assets) at beginning of year2016-12-31$133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$453,389
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2016-12-31201943775
2015 : EVERGREEN FORESTS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,579
Total income from all sources (including contributions)2015-12-31$180,405
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$120,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$114,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$195,757
Value of total assets at end of year2015-12-31$3,553,114
Value of total assets at beginning of year2015-12-31$3,491,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,517
Total interest from all sources2015-12-31$4,097
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,177
Administrative expenses professional fees incurred2015-12-31$4,008
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$149,125
Participant contributions at end of year2015-12-31$75,875
Participant contributions at beginning of year2015-12-31$74,472
Participant contributions at end of year2015-12-31$53
Participant contributions at beginning of year2015-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$60,142
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,549,772
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,489,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,477,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,416,001
Interest on participant loans2015-12-31$4,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-149,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$46,632
Employer contributions (assets) at end of year2015-12-31$133
Employer contributions (assets) at beginning of year2015-12-31$670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$114,746
Contract administrator fees2015-12-31$1,509
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2015-12-31201943775
2014 : EVERGREEN FORESTS 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,992
Total income from all sources (including contributions)2014-12-31$383,563
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$170,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$166,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$203,862
Value of total assets at end of year2014-12-31$3,491,209
Value of total assets at beginning of year2014-12-31$3,280,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,311
Total interest from all sources2014-12-31$4,453
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,853
Administrative expenses professional fees incurred2014-12-31$2,431
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$156,385
Participant contributions at end of year2014-12-31$74,472
Participant contributions at beginning of year2014-12-31$55,004
Participant contributions at end of year2014-12-31$66
Participant contributions at beginning of year2014-12-31$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$212,679
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,489,630
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,276,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,416,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,225,441
Interest on participant loans2014-12-31$4,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,477
Employer contributions (assets) at end of year2014-12-31$670
Employer contributions (assets) at beginning of year2014-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$166,573
Contract administrator fees2014-12-31$1,880
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2014-12-31201943775
2013 : EVERGREEN FORESTS 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$960
Total income from all sources (including contributions)2013-12-31$590,859
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$180,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$172,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$160,664
Value of total assets at end of year2013-12-31$3,280,943
Value of total assets at beginning of year2013-12-31$2,868,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,437
Total interest from all sources2013-12-31$3,053
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$86,582
Administrative expenses professional fees incurred2013-12-31$8,437
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$119,976
Participant contributions at end of year2013-12-31$55,004
Participant contributions at beginning of year2013-12-31$76,925
Participant contributions at end of year2013-12-31$350
Participant contributions at beginning of year2013-12-31$1,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$409,897
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,276,951
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,867,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,225,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,789,462
Interest on participant loans2013-12-31$3,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$340,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,688
Employer contributions (assets) at end of year2013-12-31$148
Employer contributions (assets) at beginning of year2013-12-31$437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$172,525
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2013-12-31201943775
2012 : EVERGREEN FORESTS 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,750
Total income from all sources (including contributions)2012-12-31$470,657
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$597,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$586,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$177,514
Value of total assets at end of year2012-12-31$2,868,014
Value of total assets at beginning of year2012-12-31$3,004,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,071
Total interest from all sources2012-12-31$4,626
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$11,071
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$137,578
Participant contributions at end of year2012-12-31$76,925
Participant contributions at beginning of year2012-12-31$99,655
Participant contributions at end of year2012-12-31$1,190
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,750
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$10,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-126,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,867,054
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,993,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,789,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,894,130
Interest on participant loans2012-12-31$4,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$288,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,936
Employer contributions (assets) at end of year2012-12-31$437
Employer contributions (assets) at beginning of year2012-12-31$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$586,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2012-12-31201943775
2011 : EVERGREEN FORESTS 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,699
Total income from all sources (including contributions)2011-12-31$180,169
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$171,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$157,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$230,002
Value of total assets at end of year2011-12-31$3,004,615
Value of total assets at beginning of year2011-12-31$2,987,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,930
Total interest from all sources2011-12-31$4,778
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,930
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$148,929
Participant contributions at end of year2011-12-31$99,655
Participant contributions at beginning of year2011-12-31$72,843
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,477
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,699
Total non interest bearing cash at end of year2011-12-31$10,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,702
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,993,865
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,985,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,894,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,910,390
Interest on participant loans2011-12-31$4,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$40,166
Employer contributions (assets) at end of year2011-12-31$80
Employer contributions (assets) at beginning of year2011-12-31$1,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$157,537
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2011-12-31201943775
2010 : EVERGREEN FORESTS 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$457,069
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$394,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$375,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$147,738
Value of total assets at end of year2010-12-31$2,987,862
Value of total assets at beginning of year2010-12-31$2,922,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,421
Total interest from all sources2010-12-31$5,412
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,850
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$112,906
Participant contributions at end of year2010-12-31$72,843
Participant contributions at beginning of year2010-12-31$107,398
Participant contributions at end of year2010-12-31$3,477
Participant contributions at beginning of year2010-12-31$1,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,699
Administrative expenses (other) incurred2010-12-31$13,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$62,532
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,985,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,922,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$784
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,910,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,813,498
Interest on participant loans2010-12-31$5,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$303,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$34,832
Employer contributions (assets) at end of year2010-12-31$1,152
Employer contributions (assets) at beginning of year2010-12-31$391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$375,116
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2010-12-31201943775

Form 5500 Responses for EVERGREEN FORESTS 401K PLAN

2022: EVERGREEN FORESTS 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVERGREEN FORESTS 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVERGREEN FORESTS 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERGREEN FORESTS 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERGREEN FORESTS 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERGREEN FORESTS 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERGREEN FORESTS 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERGREEN FORESTS 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERGREEN FORESTS 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERGREEN FORESTS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERGREEN FORESTS 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EVERGREEN FORESTS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EVERGREEN FORESTS 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EVERGREEN FORESTS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered56
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,920
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,878
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered52
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,086
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,086
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,979
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,979
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered39
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,912
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,912
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered37
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,325
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered29
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,077
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,077
Insurance broker organization code?3
Insurance broker nameSTEPHEN COTE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,374
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,374
Insurance broker organization code?3
Insurance broker nameSTEPHEN COTE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered31
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $906
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $906
Insurance broker organization code?3
Insurance broker nameSTEPHEN COTE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $719
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $719
Insurance broker organization code?3
Insurance broker nameSTEPHEN COTE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334430-01
Policy instance 1
Insurance contract or identification number334430-01
Number of Individuals Covered26
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $184
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $184
Insurance broker organization code?3
Insurance broker nameSTEPHEN COTE

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