EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 99 HUDSON STREET,,NEW YORK,NY
  • Contact person: GARY MCCORRY
  • Phone: (332) 255-8304

Plan General Information

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is $42,360,000.00.This plan was established in 2019.

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is 134

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is $316,119.00

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is approximately $28,008.00
Investing in this additonal $28,008.00 for 20 years would give you extra $1,792,539.00, assuming a 10% annual return.

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is 288.48%.

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is 235.59%. This measures the effectiveness of the plan participants' investments in the year.

EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EVERGREEN TRADING EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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