Evergreen Advisors, LLC

Form 5500

EVERGREEN ADVISORS, LLC

1206 Pointe Centre Drive, Suite 160, Chattanooga, Tn 37421 (423) 933-1828 EIN:80-0270035 Plan Admin:Michael P. O'donnell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameEVERGREEN ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,549,621 / $3,268,874	2022	EVERGREEN ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 5	$3,549,621 / $3,268,874
2022	Plan NameEVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,625,930 / $1,311,707	2022	EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$1,625,930 / $1,311,707
2021	Plan NameEVERGREEN ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,886,811 / $3,549,621	2021	EVERGREEN ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 5	$2,886,811 / $3,549,621
2021	Plan NameEVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,296,414 / $1,625,930	2021	EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$1,296,414 / $1,625,930
2020	Plan NameEVERGREEN ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,282,715 / $2,886,811	2020	EVERGREEN ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 5	$2,282,715 / $2,886,811
2020	Plan NameEVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$603,540 / $1,296,414	2020	EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	5 / 5	$603,540 / $1,296,414
2019	Plan NameEVERGREEN ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,722,193 / $2,282,715	2019	EVERGREEN ADVISORS, LLC 401(K) PLAN - Plan #001	4 / 4	$1,722,193 / $2,282,715
2019	Plan NameEVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$379,133 / $603,540	2019	EVERGREEN ADVISORS, LLC CASH BALANCE PENSION PLAN - Plan #002	4 / 4	$379,133 / $603,540