401k Plan data: THE EVERGREEN SCHOOL 403(B) DC PLAN plan

THE EVERGREEN SCHOOL 403(B) DC PLAN 401k Plan overview

Plan Name	THE EVERGREEN SCHOOL 403(B) DC PLAN
Plan identification number	001

THE EVERGREEN SCHOOL 403(B) DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE EVERGREEN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE EVERGREEN SCHOOL

Employer identification number (EIN): 910756462

NAIC Classification: 611000

Additional information about THE EVERGREEN SCHOOL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1963-07-26

Company Identification Number: 578082710

Legal Registered Office Address: 15201 MERIDIAN AVE N

SHORELINE
United States of America (USA)
981336331

More information about THE EVERGREEN SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EVERGREEN SCHOOL 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2019-02-06
001 2016-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2018-02-21
001 2015-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2017-02-09
001 2014-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2016-02-08
001 2013-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2015-01-29
001 2012-07-01 DEBRA LEE-RIZZI DEBRA LEE-RIZZI 2014-02-20
001 2011-07-01 JEANNE PYETTE JEANNE PYETTE 2013-03-14
001 2009-07-01 ROBERT MILLER ROBERT MILLER 2011-04-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2019-02-06
001	2016-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2018-02-21
001	2015-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2017-02-09
001	2014-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2016-02-08
001	2013-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2015-01-29
001	2012-07-01	DEBRA LEE-RIZZI	DEBRA LEE-RIZZI	2014-02-20
001	2011-07-01	JEANNE PYETTE	JEANNE PYETTE	2013-03-14
001	2009-07-01	ROBERT MILLER	ROBERT MILLER	2011-04-14

Plan Statistics for THE EVERGREEN SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for THE EVERGREEN SCHOOL 403(B) DC PLAN

Measure Date Value
2022: THE EVERGREEN SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 116
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 160
Total of all active and inactive participants 2022-07-01 276
Total participants 2022-07-01 276
Number of participants with account balances 2022-07-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: THE EVERGREEN SCHOOL 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 255
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 106
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 158
Total of all active and inactive participants 2021-07-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 264
Number of participants with account balances 2021-07-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE EVERGREEN SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 256
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 121
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 134
Total of all active and inactive participants 2020-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 255
Number of participants with account balances 2020-07-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE EVERGREEN SCHOOL 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 251
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 126
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 130
Total of all active and inactive participants 2019-07-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 256
Number of participants with account balances 2019-07-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE EVERGREEN SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 117
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 134
Total of all active and inactive participants 2018-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 251
Number of participants with account balances 2018-07-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE EVERGREEN SCHOOL 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 224
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 103
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 130
Total of all active and inactive participants 2017-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 233
Number of participants with account balances 2017-07-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE EVERGREEN SCHOOL 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 214
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 94
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 132
Total of all active and inactive participants 2016-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 226
Number of participants with account balances 2016-07-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE EVERGREEN SCHOOL 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 198
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 111
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 103
Total of all active and inactive participants 2015-07-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 214
Number of participants with account balances 2015-07-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE EVERGREEN SCHOOL 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 197
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 93
Number of retired or separated participants receiving benefits 2014-07-01 105
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 198
Number of participants with account balances 2014-07-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE EVERGREEN SCHOOL 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 177
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 98
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 99
Total of all active and inactive participants 2013-07-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 197
Number of participants with account balances 2013-07-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE EVERGREEN SCHOOL 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 99
Number of retired or separated participants receiving benefits 2012-07-01 90
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 189
Number of participants with account balances 2012-07-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE EVERGREEN SCHOOL 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 223
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 123
Number of retired or separated participants receiving benefits 2011-07-01 68
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 191
Number of participants with account balances 2011-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: THE EVERGREEN SCHOOL 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 152
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 78
Number of retired or separated participants receiving benefits 2009-07-01 2
Number of other retired or separated participants entitled to future benefits 2009-07-01 83
Total of all active and inactive participants 2009-07-01 163
Total participants 2009-07-01 163
Number of participants with account balances 2009-07-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: THE EVERGREEN SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	116
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	160
Total of all active and inactive participants	2022-07-01	276
Total participants	2022-07-01	276
Number of participants with account balances	2022-07-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: THE EVERGREEN SCHOOL 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	255
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	106
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	158
Total of all active and inactive participants	2021-07-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	264
Number of participants with account balances	2021-07-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE EVERGREEN SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	256
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	121
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	134
Total of all active and inactive participants	2020-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	255
Number of participants with account balances	2020-07-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE EVERGREEN SCHOOL 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	251
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	126
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	130
Total of all active and inactive participants	2019-07-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	256
Number of participants with account balances	2019-07-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE EVERGREEN SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	117
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	134
Total of all active and inactive participants	2018-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	251
Number of participants with account balances	2018-07-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE EVERGREEN SCHOOL 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	224
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	103
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	130
Total of all active and inactive participants	2017-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	233
Number of participants with account balances	2017-07-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE EVERGREEN SCHOOL 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	214
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	94
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	132
Total of all active and inactive participants	2016-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	226
Number of participants with account balances	2016-07-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE EVERGREEN SCHOOL 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	198
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	111
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	103
Total of all active and inactive participants	2015-07-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	214
Number of participants with account balances	2015-07-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE EVERGREEN SCHOOL 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	197
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	93
Number of retired or separated participants receiving benefits	2014-07-01	105
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	198
Number of participants with account balances	2014-07-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE EVERGREEN SCHOOL 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	177
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	98
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	99
Total of all active and inactive participants	2013-07-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	197
Number of participants with account balances	2013-07-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE EVERGREEN SCHOOL 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	99
Number of retired or separated participants receiving benefits	2012-07-01	90
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	189
Number of participants with account balances	2012-07-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE EVERGREEN SCHOOL 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	223
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	123
Number of retired or separated participants receiving benefits	2011-07-01	68
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	191
Number of participants with account balances	2011-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: THE EVERGREEN SCHOOL 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	152
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	78
Number of retired or separated participants receiving benefits	2009-07-01	2
Number of other retired or separated participants entitled to future benefits	2009-07-01	83
Total of all active and inactive participants	2009-07-01	163
Total participants	2009-07-01	163
Number of participants with account balances	2009-07-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE EVERGREEN SCHOOL 403(B) DC PLAN

Measure	Date	Value
2023 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2023 401k financial data
Total transfer of assets from this plan	2023-06-30	$10,511
Total income from all sources (including contributions)	2023-06-30	$4,134,159
Total of all expenses incurred	2023-06-30	$737,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$731,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,780,094
Value of total assets at end of year	2023-06-30	$23,616,441
Value of total assets at beginning of year	2023-06-30	$20,230,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$5,641
Total interest from all sources	2023-06-30	$156,717
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$179,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$179,676
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$939,477
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$269,206
Other income not declared elsewhere	2023-06-30	$1,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$3,396,619
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$23,616,441
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$20,230,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$18,664,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$15,438,448
Value of interest in pooled separate accounts at end of year	2023-06-30	$963,138
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$1,096,251
Interest earned on other investments	2023-06-30	$156,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$3,988,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$3,695,634
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$38,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$2,113,028
Net investment gain/loss from pooled separate accounts	2023-06-30	$-96,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$571,411
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$692,927
Contract administrator fees	2023-06-30	$5,641
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	GREENWOOD OHLUND, PS
Accountancy firm EIN	2023-06-30	910873571
2022 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-06-30	$49,573
Total transfer of assets from this plan	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,186,138
Total of all expenses incurred	2022-06-30	$1,476,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,464,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,510,132
Value of total assets at end of year	2022-06-30	$20,230,333
Value of total assets at beginning of year	2022-06-30	$22,843,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$11,835
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$130,570
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$250,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$250,187
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$840,712
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$146,010
Other income not declared elsewhere	2022-06-30	$4,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-2,662,531
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$20,230,333
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$22,843,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,438,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$18,373,580
Value of interest in pooled separate accounts at end of year	2022-06-30	$1,096,251
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$883,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$130,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$3,695,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,586,639
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$138,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,288,978
Net investment gain/loss from pooled separate accounts	2022-06-30	$207,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$523,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,325,586
Contract administrator fees	2022-06-30	$11,835
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	GREENWOOD OHLUND, PS
Accountancy firm EIN	2022-06-30	910873571
2021 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$6,091,962
Total of all expenses incurred	2021-06-30	$1,219,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,212,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,325,722
Value of total assets at end of year	2021-06-30	$22,843,291
Value of total assets at beginning of year	2021-06-30	$17,970,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$6,827
Total interest from all sources	2021-06-30	$122,987
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$160,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$160,493
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$806,697
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$5,673
Other income not declared elsewhere	2021-06-30	$3,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,872,509
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$22,843,291
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$17,970,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$18,373,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$13,734,594
Value of interest in pooled separate accounts at end of year	2021-06-30	$883,072
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$874,686
Interest earned on other investments	2021-06-30	$122,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,586,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,361,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,417,637
Net investment gain/loss from pooled separate accounts	2021-06-30	$61,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$513,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,212,626
Contract administrator fees	2021-06-30	$6,827
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BDO
Accountancy firm EIN	2021-06-30	135381590
2020 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,929,735
Total of all expenses incurred	2020-06-30	$1,151,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,135,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,187,158
Value of total assets at end of year	2020-06-30	$17,970,782
Value of total assets at beginning of year	2020-06-30	$17,192,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$15,859
Total interest from all sources	2020-06-30	$118,463
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$113,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$113,393
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$700,789
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$13,717
Other income not declared elsewhere	2020-06-30	$4,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$778,553
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$17,970,782
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$17,192,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$13,734,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$13,128,387
Value of interest in pooled separate accounts at end of year	2020-06-30	$874,686
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$838,589
Interest earned on other investments	2020-06-30	$118,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,361,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$3,225,253
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$5,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$495,000
Net investment gain/loss from pooled separate accounts	2020-06-30	$11,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$472,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,130,104
Contract administrator fees	2020-06-30	$15,859
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BDO
Accountancy firm EIN	2020-06-30	135381590
2019 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,152,867
Total of all expenses incurred	2019-06-30	$430,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$424,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,265,446
Value of total assets at end of year	2019-06-30	$17,192,229
Value of total assets at beginning of year	2019-06-30	$15,470,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$6,185
Total interest from all sources	2019-06-30	$116,132
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$100,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$100,742
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$687,239
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$130,874
Other income not declared elsewhere	2019-06-30	$4,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$1,722,038
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$17,192,229
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$15,470,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$13,128,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$11,675,151
Value of interest in pooled separate accounts at end of year	2019-06-30	$838,589
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$771,323
Interest earned on other investments	2019-06-30	$116,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$3,225,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$3,023,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$624,778
Net investment gain/loss from pooled separate accounts	2019-06-30	$40,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$447,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$424,644
Contract administrator fees	2019-06-30	$6,185
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BDO
Accountancy firm EIN	2019-06-30	135381590
2018 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2018 401k financial data
Expenses. Interest paid	2018-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,363,399
Total of all expenses incurred	2018-06-30	$282,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$281,073
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,207,464
Value of total assets at end of year	2018-06-30	$15,470,191
Value of total assets at beginning of year	2018-06-30	$13,389,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,195
Total interest from all sources	2018-06-30	$104,945
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$41,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$41,619
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$637,877
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$146,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$9,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$2,081,131
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$15,470,191
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$13,389,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$11,675,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,912,422
Value of interest in pooled separate accounts at end of year	2018-06-30	$771,323
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$773,629
Interest earned on other investments	2018-06-30	$104,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$3,023,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,703,009
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$42,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$960,910
Net investment gain/loss from pooled separate accounts	2018-06-30	$38,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$422,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$238,388
Contract administrator fees	2018-06-30	$1,195
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PETERSON SULLIVAN LLP
Accountancy firm EIN	2018-06-30	910605875
2017 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$2,354,624
Total of all expenses incurred	2017-06-30	$791,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$791,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$982,551
Value of total assets at end of year	2017-06-30	$13,389,060
Value of total assets at beginning of year	2017-06-30	$11,825,517
Total interest from all sources	2017-06-30	$104,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$593,722
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$1,563,543
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$13,389,060
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$11,825,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$9,912,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,378,021
Value of interest in pooled separate accounts at end of year	2017-06-30	$773,629
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$777,504
Interest earned on other investments	2017-06-30	$104,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,703,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,669,992
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$206,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,237,083
Net investment gain/loss from pooled separate accounts	2017-06-30	$30,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$388,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$584,933
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PETERSON SULLIVAN LLP
Accountancy firm EIN	2017-06-30	910605875
2016 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$950,884
Total of all expenses incurred	2016-06-30	$211,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$211,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$886,520
Value of total assets at end of year	2016-06-30	$11,825,517
Value of total assets at beginning of year	2016-06-30	$11,086,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$284
Total interest from all sources	2016-06-30	$95,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$518,116
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Income. Non cash contributions	2016-06-30	$0
Value of net income/loss	2016-06-30	$739,180
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$11,825,517
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$11,086,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$8,378,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$7,929,460
Value of interest in pooled separate accounts at end of year	2016-06-30	$777,504
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$712,820
Interest earned on other investments	2016-06-30	$95,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,669,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,444,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-78,280
Net investment gain/loss from pooled separate accounts	2016-06-30	$47,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$368,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$211,420
Contract administrator fees	2016-06-30	$284
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BADER MARTIN
Accountancy firm EIN	2016-06-30	911501421
2015 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$1,229,248
Total of all expenses incurred	2015-06-30	$217,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$217,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$803,560
Value of total assets at end of year	2015-06-30	$11,086,337
Value of total assets at beginning of year	2015-06-30	$10,074,670
Total interest from all sources	2015-06-30	$85,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$460,361
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,011,667
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$11,086,337
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,074,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$7,929,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$7,213,690
Value of interest in pooled separate accounts at end of year	2015-06-30	$712,820
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$630,027
Interest earned on other investments	2015-06-30	$85,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,444,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,230,953
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$31,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$275,635
Net investment gain/loss from pooled separate accounts	2015-06-30	$64,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$343,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$186,506
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BADER MARTIN
Accountancy firm EIN	2015-06-30	911501421
2014 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,997,120
Total of all expenses incurred	2014-06-30	$69,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$69,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$724,211
Value of total assets at end of year	2014-06-30	$10,074,670
Value of total assets at beginning of year	2014-06-30	$8,146,901
Total interest from all sources	2014-06-30	$77,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$407,173
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$103,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,927,769
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,074,670
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$8,146,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$7,213,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,626,136
Value of interest in pooled separate accounts at end of year	2014-06-30	$630,027
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$464,051
Interest earned on other investments	2014-06-30	$77,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,230,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,953,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,137,702
Net investment gain/loss from pooled separate accounts	2014-06-30	$57,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$317,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$69,351
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BADER MARTIN
Accountancy firm EIN	2014-06-30	911501421
2013 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$1,531,558
Total of all expenses incurred	2013-06-30	$603,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$603,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$711,297
Value of total assets at end of year	2013-06-30	$8,146,901
Value of total assets at beginning of year	2013-06-30	$7,219,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$397,203
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$7,466
Other income not declared elsewhere	2013-06-30	$69,249
Total non interest bearing cash at end of year	2013-06-30	$103,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$927,786
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$8,146,901
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,219,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$5,626,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,923,190
Value of interest in pooled separate accounts at end of year	2013-06-30	$464,051
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$467,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,953,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,827,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$704,214
Net investment gain/loss from pooled separate accounts	2013-06-30	$46,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$306,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$603,772
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLARK NUBER
Accountancy firm EIN	2013-06-30	911194016
2012 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$842,095
Total of all expenses incurred	2012-06-30	$160,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$160,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$715,750
Value of total assets at end of year	2012-06-30	$7,219,115
Value of total assets at beginning of year	2012-06-30	$6,537,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$360,278
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$78,042
Other income not declared elsewhere	2012-06-30	$70,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$682,068
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,219,115
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,537,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,923,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$4,429,638
Value of interest in pooled separate accounts at end of year	2012-06-30	$467,979
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$397,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,827,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,709,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$22,869
Net investment gain/loss from pooled separate accounts	2012-06-30	$32,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$277,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$160,027
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CLARK NUBER
Accountancy firm EIN	2012-06-30	911194016
2011 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$431,679
Total unrealized appreciation/depreciation of assets	2011-06-30	$431,679
Total transfer of assets to this plan	2011-06-30	$3,574,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$705,881
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$176,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$176,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$273,680
Value of total assets at end of year	2011-06-30	$6,537,047
Value of total assets at beginning of year	2011-06-30	$2,433,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$900
Total interest from all sources	2011-06-30	$522
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Income. Non cash contributions	2011-06-30	$0
Value of net income/loss	2011-06-30	$528,918
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,537,047
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,433,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$4,429,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,537,720
Value of interest in pooled separate accounts at end of year	2011-06-30	$397,529
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$145,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,709,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$750,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$273,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$176,063
Contract administrator fees	2011-06-30	$900
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	CLARK NUBER
Accountancy firm EIN	2011-06-30	911194016
2010 : THE EVERGREEN SCHOOL 403(B) DC PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE EVERGREEN SCHOOL 403(B) DC PLAN

2022: THE EVERGREEN SCHOOL 403(B) DC PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: THE EVERGREEN SCHOOL 403(B) DC PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE EVERGREEN SCHOOL 403(B) DC PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE EVERGREEN SCHOOL 403(B) DC PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE EVERGREEN SCHOOL 403(B) DC PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE EVERGREEN SCHOOL 403(B) DC PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE EVERGREEN SCHOOL 403(B) DC PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE EVERGREEN SCHOOL 403(B) DC PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE EVERGREEN SCHOOL 403(B) DC PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE EVERGREEN SCHOOL 403(B) DC PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE EVERGREEN SCHOOL 403(B) DC PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE EVERGREEN SCHOOL 403(B) DC PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE EVERGREEN SCHOOL 403(B) DC PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	180
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	184
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	188
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	0
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	2
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	199
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	209
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	2
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	215
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	3
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	211
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	3
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	198
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	3
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	195
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	171
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	3
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	157
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	4
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

95533-01

Policy instance

Insurance contract or identification number	95533-01
Number of Individuals Covered	4
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367998

Policy instance

Insurance contract or identification number	367998
Number of Individuals Covered	168
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

Potentially related plans

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	THE EVERGREEN SCHOOL
Employer identification number (EIN):	910756462
NAIC Classification:	611000

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1963-07-26
Company Identification Number:	578082710
Legal Registered Office Address:	15201 MERIDIAN AVE N SHORELINE United States of America (USA) 981336331