Civic Intelligence

Evolution Retirement Services Inc.

Plan context: Evolution Retirement Services Inc. 401(K) Plan

EIN 20-1389349 • Wauwatosa, WI • 11 filings • 3 plans

933 N. Mayfair Road, Suite 307Wauwatosa, WI 53226
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$932,578

2016 Contributions

$30,050

Historical Graphs

Total Assets Over Time

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

$932,578$466,289$0200620112015YearValue
$932,578Latest year 2015

Participants Over Time

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

630200620112015YearValue
6Latest year 2015

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
201610$0$30,050-
Evolution Retirement Services Inc. 401(K) Plan-0$0$30,050-
201516$932,578$106,236$17,706iApproximate average salary by contribution assumption: employee only about $442,650 at 4% or $295,100 at 6%; with 50% employer match about $295,100 at 4% or $196,733 at 6%; with 100% employer match about $221,325 at 4% or $147,550 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-6$932,578$106,236$17,706iApproximate average salary by contribution assumption: employee only about $442,650 at 4% or $295,100 at 6%; with 50% employer match about $295,100 at 4% or $196,733 at 6%; with 100% employer match about $221,325 at 4% or $147,550 at 6%.
201416$843,590$92,278$15,380iApproximate average salary by contribution assumption: employee only about $384,492 at 4% or $256,328 at 6%; with 50% employer match about $256,328 at 4% or $170,885 at 6%; with 100% employer match about $192,246 at 4% or $128,164 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-6$843,590$92,278$15,380iApproximate average salary by contribution assumption: employee only about $384,492 at 4% or $256,328 at 6%; with 50% employer match about $256,328 at 4% or $170,885 at 6%; with 100% employer match about $192,246 at 4% or $128,164 at 6%.
201316$719,435$89,359$14,893iApproximate average salary by contribution assumption: employee only about $372,329 at 4% or $248,219 at 6%; with 50% employer match about $248,219 at 4% or $165,480 at 6%; with 100% employer match about $186,165 at 4% or $124,110 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-6$719,435$89,359$14,893iApproximate average salary by contribution assumption: employee only about $372,329 at 4% or $248,219 at 6%; with 50% employer match about $248,219 at 4% or $165,480 at 6%; with 100% employer match about $186,165 at 4% or $124,110 at 6%.
201215$547,343$83,820$16,764iApproximate average salary by contribution assumption: employee only about $419,100 at 4% or $279,400 at 6%; with 50% employer match about $279,400 at 4% or $186,267 at 6%; with 100% employer match about $209,550 at 4% or $139,700 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-5$547,343$83,820$16,764iApproximate average salary by contribution assumption: employee only about $419,100 at 4% or $279,400 at 6%; with 50% employer match about $279,400 at 4% or $186,267 at 6%; with 100% employer match about $209,550 at 4% or $139,700 at 6%.
201115$417,822$81,283$16,257iApproximate average salary by contribution assumption: employee only about $406,415 at 4% or $270,943 at 6%; with 50% employer match about $270,943 at 4% or $180,629 at 6%; with 100% employer match about $203,208 at 4% or $135,472 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-5$417,822$81,283$16,257iApproximate average salary by contribution assumption: employee only about $406,415 at 4% or $270,943 at 6%; with 50% employer match about $270,943 at 4% or $180,629 at 6%; with 100% employer match about $203,208 at 4% or $135,472 at 6%.
201015$341,148$70,323$14,065iApproximate average salary by contribution assumption: employee only about $351,615 at 4% or $234,410 at 6%; with 50% employer match about $234,410 at 4% or $156,273 at 6%; with 100% employer match about $175,808 at 4% or $117,205 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-5$341,148$70,323$14,065iApproximate average salary by contribution assumption: employee only about $351,615 at 4% or $234,410 at 6%; with 50% employer match about $234,410 at 4% or $156,273 at 6%; with 100% employer match about $175,808 at 4% or $117,205 at 6%.
200914$232,645$70,203$17,551iApproximate average salary by contribution assumption: employee only about $438,769 at 4% or $292,513 at 6%; with 50% employer match about $292,513 at 4% or $195,008 at 6%; with 100% employer match about $219,384 at 4% or $146,256 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-4$232,645$70,203$17,551iApproximate average salary by contribution assumption: employee only about $438,769 at 4% or $292,513 at 6%; with 50% employer match about $292,513 at 4% or $195,008 at 6%; with 100% employer match about $219,384 at 4% or $146,256 at 6%.
200814$117,970$47,667$11,917iApproximate average salary by contribution assumption: employee only about $297,919 at 4% or $198,613 at 6%; with 50% employer match about $198,613 at 4% or $132,408 at 6%; with 100% employer match about $148,959 at 4% or $99,306 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-4$117,970$47,667$11,917iApproximate average salary by contribution assumption: employee only about $297,919 at 4% or $198,613 at 6%; with 50% employer match about $198,613 at 4% or $132,408 at 6%; with 100% employer match about $148,959 at 4% or $99,306 at 6%.
200713$143,407$34,769$11,590iApproximate average salary by contribution assumption: employee only about $289,742 at 4% or $193,161 at 6%; with 50% employer match about $193,161 at 4% or $128,774 at 6%; with 100% employer match about $144,871 at 4% or $96,581 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-3$143,407$34,769$11,590iApproximate average salary by contribution assumption: employee only about $289,742 at 4% or $193,161 at 6%; with 50% employer match about $193,161 at 4% or $128,774 at 6%; with 100% employer match about $144,871 at 4% or $96,581 at 6%.
200613$105,097$95,506$31,835iApproximate average salary by contribution assumption: employee only about $795,883 at 4% or $530,589 at 6%; with 50% employer match about $530,589 at 4% or $353,726 at 6%; with 100% employer match about $397,942 at 4% or $265,294 at 6%.
Evolution Retirement Services Inc. 401(K) Plan-3$105,097$95,506$31,835iApproximate average salary by contribution assumption: employee only about $795,883 at 4% or $530,589 at 6%; with 50% employer match about $530,589 at 4% or $353,726 at 6%; with 100% employer match about $397,942 at 4% or $265,294 at 6%.