Civic Intelligence

Robert J Evaristo Associates I

Plan context: Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust

EIN 06-1254212 • Ellington, CT • 13 filings • 6 plans

304 Somers RdEllington, CT 06029-3426
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$258,492

2024 Contributions

$48,609

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$284,137$142,069$0199920102024YearValue
$258,492Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950199920052024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$258,492$48,609$5,401iApproximate average salary by contribution assumption: employee only about $135,025 at 4% or $90,017 at 6%; with 50% employer match about $90,017 at 4% or $60,011 at 6%; with 100% employer match about $67,513 at 4% or $45,008 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-9$258,492$48,609$5,401iApproximate average salary by contribution assumption: employee only about $135,025 at 4% or $90,017 at 6%; with 50% employer match about $90,017 at 4% or $60,011 at 6%; with 100% employer match about $67,513 at 4% or $45,008 at 6%.
202318$191,293$46,660$5,833iApproximate average salary by contribution assumption: employee only about $145,813 at 4% or $97,208 at 6%; with 50% employer match about $97,208 at 4% or $64,806 at 6%; with 100% employer match about $72,906 at 4% or $48,604 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-8$191,293$46,660$5,833iApproximate average salary by contribution assumption: employee only about $145,813 at 4% or $97,208 at 6%; with 50% employer match about $97,208 at 4% or $64,806 at 6%; with 100% employer match about $72,906 at 4% or $48,604 at 6%.
202218$120,905$43,795$5,474iApproximate average salary by contribution assumption: employee only about $136,859 at 4% or $91,240 at 6%; with 50% employer match about $91,240 at 4% or $60,826 at 6%; with 100% employer match about $68,430 at 4% or $45,620 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-8$120,905$43,795$5,474iApproximate average salary by contribution assumption: employee only about $136,859 at 4% or $91,240 at 6%; with 50% employer match about $91,240 at 4% or $60,826 at 6%; with 100% employer match about $68,430 at 4% or $45,620 at 6%.
202116$95,242$89,465$14,911iApproximate average salary by contribution assumption: employee only about $372,771 at 4% or $248,514 at 6%; with 50% employer match about $248,514 at 4% or $165,676 at 6%; with 100% employer match about $186,385 at 4% or $124,257 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-6$95,242$89,465$14,911iApproximate average salary by contribution assumption: employee only about $372,771 at 4% or $248,514 at 6%; with 50% employer match about $248,514 at 4% or $165,676 at 6%; with 100% employer match about $186,385 at 4% or $124,257 at 6%.
201016$284,137$26,245$4,374iApproximate average salary by contribution assumption: employee only about $109,354 at 4% or $72,903 at 6%; with 50% employer match about $72,903 at 4% or $48,602 at 6%; with 100% employer match about $54,677 at 4% or $36,451 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-6$284,137$26,245$4,374iApproximate average salary by contribution assumption: employee only about $109,354 at 4% or $72,903 at 6%; with 50% employer match about $72,903 at 4% or $48,602 at 6%; with 100% employer match about $54,677 at 4% or $36,451 at 6%.
200915$226,310$20,699$4,140iApproximate average salary by contribution assumption: employee only about $103,495 at 4% or $68,997 at 6%; with 50% employer match about $68,997 at 4% or $45,998 at 6%; with 100% employer match about $51,748 at 4% or $34,498 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-5$226,310$20,699$4,140iApproximate average salary by contribution assumption: employee only about $103,495 at 4% or $68,997 at 6%; with 50% employer match about $68,997 at 4% or $45,998 at 6%; with 100% employer match about $51,748 at 4% or $34,498 at 6%.
200514$144,785$32,385$8,096iApproximate average salary by contribution assumption: employee only about $202,406 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,958 at 6%; with 100% employer match about $101,203 at 4% or $67,469 at 6%.
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-4$144,785$32,385$8,096iApproximate average salary by contribution assumption: employee only about $202,406 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,958 at 6%; with 100% employer match about $101,203 at 4% or $67,469 at 6%.
200414$0$0-
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-4---
200313$0$0-
Robert J Evaristo Associates I 401(K) Profit Sharing Plan & Trust-3---
200214$56,472$4,014$1,004iApproximate average salary by contribution assumption: employee only about $25,088 at 4% or $16,725 at 6%; with 50% employer match about $16,725 at 4% or $11,150 at 6%; with 100% employer match about $12,544 at 4% or $8,363 at 6%.
The Evaristo Insurance Agency 401K Plan-4$56,472$4,014$1,004iApproximate average salary by contribution assumption: employee only about $25,088 at 4% or $16,725 at 6%; with 50% employer match about $16,725 at 4% or $11,150 at 6%; with 100% employer match about $12,544 at 4% or $8,363 at 6%.
200114$69,462$14,736$3,684iApproximate average salary by contribution assumption: employee only about $92,100 at 4% or $61,400 at 6%; with 50% employer match about $61,400 at 4% or $40,933 at 6%; with 100% employer match about $46,050 at 4% or $30,700 at 6%.
The Evaristo Insurance Agency 401K Plan-4$69,462$14,736$3,684iApproximate average salary by contribution assumption: employee only about $92,100 at 4% or $61,400 at 6%; with 50% employer match about $61,400 at 4% or $40,933 at 6%; with 100% employer match about $46,050 at 4% or $30,700 at 6%.
200014$0$0-
The Evaristo Insurance Agency 401K Plan-4---
199914$67,639$6,673$1,668iApproximate average salary by contribution assumption: employee only about $41,706 at 4% or $27,804 at 6%; with 50% employer match about $27,804 at 4% or $18,536 at 6%; with 100% employer match about $20,853 at 4% or $13,902 at 6%.
The Evaristo Insurance Agency 401K Plan-4$67,639$6,673$1,668iApproximate average salary by contribution assumption: employee only about $41,706 at 4% or $27,804 at 6%; with 50% employer match about $27,804 at 4% or $18,536 at 6%; with 100% employer match about $20,853 at 4% or $13,902 at 6%.