Civic Intelligence

Evergreen Management Group Inc.

Plan context: Cody Ehlers Group 401K Plan

EIN 06-1451793 • Trumbull, CT • 17 filings • 2 plans

935 White Plans Rd Ste 205Trumbull, CT 06611
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$444,508

2018 Contributions

$5

Historical Graphs

Total Assets Over Time

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

$619,806$309,903$0199920082017YearValue
$444,508Latest year 2017

Participants Over Time

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

1580199920082017YearValue
9Latest year 2017

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
201810$0$5-
Cody Ehlers Group 401K Plan-0$0$5-
201719$444,508$0-
Cody Ehlers Group 401K Plan-9$444,508--
2015110$425,420$0-
Cody Ehlers Group 401K Plan-10$425,420--
201318$530,750$6,345$793iApproximate average salary by contribution assumption: employee only about $19,828 at 4% or $13,219 at 6%; with 50% employer match about $13,219 at 4% or $8,813 at 6%; with 100% employer match about $9,914 at 4% or $6,609 at 6%.
Cody Ehlers Group 401K Plan-8$530,750$6,345$793iApproximate average salary by contribution assumption: employee only about $19,828 at 4% or $13,219 at 6%; with 50% employer match about $13,219 at 4% or $8,813 at 6%; with 100% employer match about $9,914 at 4% or $6,609 at 6%.
201214$544,090$11,327$2,832iApproximate average salary by contribution assumption: employee only about $70,794 at 4% or $47,196 at 6%; with 50% employer match about $47,196 at 4% or $31,464 at 6%; with 100% employer match about $35,397 at 4% or $23,598 at 6%.
Cody Ehlers Group 401K Plan-4$544,090$11,327$2,832iApproximate average salary by contribution assumption: employee only about $70,794 at 4% or $47,196 at 6%; with 50% employer match about $47,196 at 4% or $31,464 at 6%; with 100% employer match about $35,397 at 4% or $23,598 at 6%.
201118$615,416$24,062$3,008iApproximate average salary by contribution assumption: employee only about $75,194 at 4% or $50,129 at 6%; with 50% employer match about $50,129 at 4% or $33,419 at 6%; with 100% employer match about $37,597 at 4% or $25,065 at 6%.
Cody Ehlers Group 401K Plan-8$615,416$24,062$3,008iApproximate average salary by contribution assumption: employee only about $75,194 at 4% or $50,129 at 6%; with 50% employer match about $50,129 at 4% or $33,419 at 6%; with 100% employer match about $37,597 at 4% or $25,065 at 6%.
201018$619,806$32,992$4,124iApproximate average salary by contribution assumption: employee only about $103,100 at 4% or $68,733 at 6%; with 50% employer match about $68,733 at 4% or $45,822 at 6%; with 100% employer match about $51,550 at 4% or $34,367 at 6%.
Cody Ehlers Group 401K Plan-8$619,806$32,992$4,124iApproximate average salary by contribution assumption: employee only about $103,100 at 4% or $68,733 at 6%; with 50% employer match about $68,733 at 4% or $45,822 at 6%; with 100% employer match about $51,550 at 4% or $34,367 at 6%.
200917$606,261$33,731$4,819iApproximate average salary by contribution assumption: employee only about $120,468 at 4% or $80,312 at 6%; with 50% employer match about $80,312 at 4% or $53,541 at 6%; with 100% employer match about $60,234 at 4% or $40,156 at 6%.
Cody Ehlers Group 401K Plan-7$606,261$33,731$4,819iApproximate average salary by contribution assumption: employee only about $120,468 at 4% or $80,312 at 6%; with 50% employer match about $80,312 at 4% or $53,541 at 6%; with 100% employer match about $60,234 at 4% or $40,156 at 6%.
2008110$433,425$48,410$4,841iApproximate average salary by contribution assumption: employee only about $121,025 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%.
Cody Ehlers Group 401K Plan-10$433,425$48,410$4,841iApproximate average salary by contribution assumption: employee only about $121,025 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%.
200719$0$0-
Cody Ehlers Group 401K Plan-9---
2006115$573,778$44,123$2,942iApproximate average salary by contribution assumption: employee only about $73,538 at 4% or $49,026 at 6%; with 50% employer match about $49,026 at 4% or $32,684 at 6%; with 100% employer match about $36,769 at 4% or $24,513 at 6%.
Cody Ehlers Group 401K Plan-15$573,778$44,123$2,942iApproximate average salary by contribution assumption: employee only about $73,538 at 4% or $49,026 at 6%; with 50% employer match about $49,026 at 4% or $32,684 at 6%; with 100% employer match about $36,769 at 4% or $24,513 at 6%.
2005113$497,043$73,507$5,654iApproximate average salary by contribution assumption: employee only about $141,360 at 4% or $94,240 at 6%; with 50% employer match about $94,240 at 4% or $62,826 at 6%; with 100% employer match about $70,680 at 4% or $47,120 at 6%.
Cody Ehlers Group 401K Plan-13$497,043$73,507$5,654iApproximate average salary by contribution assumption: employee only about $141,360 at 4% or $94,240 at 6%; with 50% employer match about $94,240 at 4% or $62,826 at 6%; with 100% employer match about $70,680 at 4% or $47,120 at 6%.
2004113$403,284$72,062$5,543iApproximate average salary by contribution assumption: employee only about $138,581 at 4% or $92,387 at 6%; with 50% employer match about $92,387 at 4% or $61,591 at 6%; with 100% employer match about $69,290 at 4% or $46,194 at 6%.
Cody Ehlers Group 401K Plan-13$403,284$72,062$5,543iApproximate average salary by contribution assumption: employee only about $138,581 at 4% or $92,387 at 6%; with 50% employer match about $92,387 at 4% or $61,591 at 6%; with 100% employer match about $69,290 at 4% or $46,194 at 6%.
2003110$288,632$65,259$6,526iApproximate average salary by contribution assumption: employee only about $163,148 at 4% or $108,765 at 6%; with 50% employer match about $108,765 at 4% or $72,510 at 6%; with 100% employer match about $81,574 at 4% or $54,383 at 6%.
Cody Ehlers Group 401K Plan-10$288,632$65,259$6,526iApproximate average salary by contribution assumption: employee only about $163,148 at 4% or $108,765 at 6%; with 50% employer match about $108,765 at 4% or $72,510 at 6%; with 100% employer match about $81,574 at 4% or $54,383 at 6%.
2002112$192,779$69,074$5,756iApproximate average salary by contribution assumption: employee only about $143,904 at 4% or $95,936 at 6%; with 50% employer match about $95,936 at 4% or $63,957 at 6%; with 100% employer match about $71,952 at 4% or $47,968 at 6%.
Cody Ehlers Group 401K Plan-12$192,779$69,074$5,756iApproximate average salary by contribution assumption: employee only about $143,904 at 4% or $95,936 at 6%; with 50% employer match about $95,936 at 4% or $63,957 at 6%; with 100% employer match about $71,952 at 4% or $47,968 at 6%.
2000110$124,332$59,046$5,905iApproximate average salary by contribution assumption: employee only about $147,615 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%.
Cody Ehlers Group 401K Plan-10$124,332$59,046$5,905iApproximate average salary by contribution assumption: employee only about $147,615 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%.
1999110$121,819$83,310$8,331iApproximate average salary by contribution assumption: employee only about $208,275 at 4% or $138,850 at 6%; with 50% employer match about $138,850 at 4% or $92,567 at 6%; with 100% employer match about $104,138 at 4% or $69,425 at 6%.
Cody Ehlers Group 401K Plan-10$121,819$83,310$8,331iApproximate average salary by contribution assumption: employee only about $208,275 at 4% or $138,850 at 6%; with 50% employer match about $138,850 at 4% or $92,567 at 6%; with 100% employer match about $104,138 at 4% or $69,425 at 6%.