Evergreen Financial Associates, LLC

New Jersey
Registered In
06/10/2004
Incorp. Date

Company Summary

Evergreen Financial Associates, LLC in New Jersey was registered on 06/10/2004. It is listed at Ramsey.

Registered In
New Jersey
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Not Available
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
RAMSEY View Map

Financial Information for Evergreen Financial Associates, LLC

Form 5500

EVERGREEN FINANCIAL ASSOCIATES, LLC

300c Lake Street, Ramsey, Nj 07446 (201) 934-1818 EIN:05-0603880 Plan Admin:Shawn T. Parker, Cpc, Qpa, Erpa
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,725,066 / $3,312,373 2023 EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $2,725,066 / $3,312,373
2022 Plan NameEVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,765,086 / $2,725,066 2022 EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 5 $1,765,086 / $2,725,066
2021 Plan NameEVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,517,332 / $1,765,086 2021 EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $1,517,332 / $1,765,086
2020 Plan NameEVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,293,827 / $1,517,332 2020 EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $1,293,827 / $1,517,332
2019 Plan NameEVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$967,163 / $1,293,827 2019 EVERGREEN FINANCIAL ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN - Plan #001 2 / 2 $967,163 / $1,293,827
Benefit & Retirement Plans based on Form 5500.
PPP Loans

EVERGREEN FINANCIAL ASSOCIATES

300c Lake St, Ramsey, Nj 07446-1364
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$18,271 Forgiven$18,428 LenderBank of America, National Association Jobs2 05/01/2020 $18,271 $18,428 Bank of America, National Association 2
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Evergreen Financial Associates LLC Registered in Pennsylvania
Glen Mills, PA View Report
Evergreen Financial Associates LLC Registered in Arizona
Scottsdale, AZ View Report
Evergreen Financial Associates, LLC Registered in Colorado
Denver, CO Evergreen, CO View Report

The following government agencies have contributed data:

New Jersey Division of Revenue and Enterprise Services U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States