Evergreen Retirement Plan Consulting, LLC

Washington
Registered In
09/19/2011
Incorp. Date

Company Summary

Evergreen Retirement Plan Consulting, LLC at 11932 Clubhouse Ln, Mukilteo, Wa 98275 lists Kimberly Rose Carolan and Joseph Andrew Carolan as the associates.

Registered In
Washington
Incorporation Date
Registration Type
Domestic
Company Type
Wa Limited Liability Company
Status
Active
Email
*********@gmail.com
Phone
(425) 238-****
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Kimberly R Carolan Registered Agent
11932 CLUBHOUSE LN, MUKILTEO, WA 98275
Kimberly Rose Carolan Governor
Joseph Andrew Carolan Governor
11932 CLUBHOUSE LN, MUKILTEO, WA 98275 View Map
PO BOX 890, MUKILTEO, WA 98275 (Mailing) View Map

Financial Information for Evergreen Retirement Plan Consulting, LLC

Form 5500

EVERGREEN RETIREMENT PLAN CONSULTING, LLC

PO Box 890, Mukilteo, Wa 98275 (425) 615-7999 EIN:45-3480687 Plan Admin:Joseph Carolan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$761,295 / $1,017,244 2023 EVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 7 / 7 $761,295 / $1,017,244
2023 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$369,107 / $460,366 2023 EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN - Plan #002 6 / 6 $369,107 / $460,366
2022 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$943,031 / $761,295 2022 EVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 6 / 6 $943,031 / $761,295
2022 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$408,857 / $369,107 2022 EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN - Plan #002 6 / 5 $408,857 / $369,107
2021 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$807,930 / $943,031 2021 EVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $807,930 / $943,031
2021 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$334,139 / $408,857 2021 EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN - Plan #002 4 / 4 $334,139 / $408,857
2020 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$561,564 / $807,930 2020 EVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $561,564 / $807,930
2020 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$243,382 / $334,139 2020 EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN - Plan #002 4 / 4 $243,382 / $334,139
2019 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$302,044 / $561,564 2019 EVERGREEN RETIREMENT PLAN CONSULTING, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $302,044 / $561,564
2019 Plan NameEVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$153,969 / $243,382 2019 EVERGREEN RETIREMENT PLAN CONSULTING, LLC CASH BALANCE PLAN - Plan #002 4 / 4 $153,969 / $243,382
Benefit & Retirement Plans based on Form 5500.
PPP Loans

EVERGREEN RETIREMENT PLAN CONSULTING LLC

11932 Clubhouse Ln, MUKILTEO, WA 98275-5039 Industry:Other Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/13/2020 Approved$63,375 Forgiven$63,680 LenderBoeing Empl CU Jobs4 04/13/2020 $63,375 $63,680 Boeing Empl CU 4
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Washington Secretary of State U.S. Department of Labor U.S. Small Business Administration
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