Civic Intelligence

Evensky & Katz LLC

Plan context: Evensky & Katz Profit Sharing Plan

EIN 20-8261109 • Coral Gables, FL • 17 filings • 1 plans

4000 Ponce DE Leon BlvdSuite 850Coral Gables, FL 33146
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$26,017,971

2024 Contributions

$1,555,213

Historical Graphs

Total Assets Over Time

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

$26,017,971$13,008,986$0200820162024YearValue
$26,017,971Latest year 2024

Participants Over Time

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

41210200820162024YearValue
41Latest 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
2024141$26,017,971$1,555,213$37,932iApproximate average salary by contribution assumption: employee only about $948,301 at 4% or $632,200 at 6%; with 50% employer match about $632,200 at 4% or $421,467 at 6%; with 100% employer match about $474,150 at 4% or $316,100 at 6%.
Evensky & Katz Profit Sharing Plan-41$26,017,971$1,555,213$37,932iApproximate average salary by contribution assumption: employee only about $948,301 at 4% or $632,200 at 6%; with 50% employer match about $632,200 at 4% or $421,467 at 6%; with 100% employer match about $474,150 at 4% or $316,100 at 6%.
2023137$21,348,543$787,668$21,288iApproximate average salary by contribution assumption: employee only about $532,208 at 4% or $354,805 at 6%; with 50% employer match about $354,805 at 4% or $236,537 at 6%; with 100% employer match about $266,104 at 4% or $177,403 at 6%.
Evensky & Katz Profit Sharing Plan-37$21,348,543$787,668$21,288iApproximate average salary by contribution assumption: employee only about $532,208 at 4% or $354,805 at 6%; with 50% employer match about $354,805 at 4% or $236,537 at 6%; with 100% employer match about $266,104 at 4% or $177,403 at 6%.
2022136$17,065,023$701,086$19,475iApproximate average salary by contribution assumption: employee only about $486,865 at 4% or $324,577 at 6%; with 50% employer match about $324,577 at 4% or $216,385 at 6%; with 100% employer match about $243,433 at 4% or $162,288 at 6%.
Evensky & Katz Profit Sharing Plan-36$17,065,023$701,086$19,475iApproximate average salary by contribution assumption: employee only about $486,865 at 4% or $324,577 at 6%; with 50% employer match about $324,577 at 4% or $216,385 at 6%; with 100% employer match about $243,433 at 4% or $162,288 at 6%.
2021134$19,956,858$723,611$21,283iApproximate average salary by contribution assumption: employee only about $532,067 at 4% or $354,711 at 6%; with 50% employer match about $354,711 at 4% or $236,474 at 6%; with 100% employer match about $266,033 at 4% or $177,356 at 6%.
Evensky & Katz Profit Sharing Plan-34$19,956,858$723,611$21,283iApproximate average salary by contribution assumption: employee only about $532,067 at 4% or $354,711 at 6%; with 50% employer match about $354,711 at 4% or $236,474 at 6%; with 100% employer match about $266,033 at 4% or $177,356 at 6%.
2020130$16,023,240$607,016$20,234iApproximate average salary by contribution assumption: employee only about $505,847 at 4% or $337,231 at 6%; with 50% employer match about $337,231 at 4% or $224,821 at 6%; with 100% employer match about $252,923 at 4% or $168,616 at 6%.
Evensky & Katz Profit Sharing Plan-30$16,023,240$607,016$20,234iApproximate average salary by contribution assumption: employee only about $505,847 at 4% or $337,231 at 6%; with 50% employer match about $337,231 at 4% or $224,821 at 6%; with 100% employer match about $252,923 at 4% or $168,616 at 6%.
2019131$13,658,941$7,990,570$257,760iApproximate average salary by contribution assumption: employee only about $6,444,008 at 4% or $4,296,005 at 6%; with 50% employer match about $4,296,005 at 4% or $2,864,004 at 6%; with 100% employer match about $3,222,004 at 4% or $2,148,003 at 6%.
Evensky & Katz Profit Sharing Plan-31$13,658,941$7,990,570$257,760iApproximate average salary by contribution assumption: employee only about $6,444,008 at 4% or $4,296,005 at 6%; with 50% employer match about $4,296,005 at 4% or $2,864,004 at 6%; with 100% employer match about $3,222,004 at 4% or $2,148,003 at 6%.
2018131$4,844,674$536,512$17,307iApproximate average salary by contribution assumption: employee only about $432,671 at 4% or $288,447 at 6%; with 50% employer match about $288,447 at 4% or $192,298 at 6%; with 100% employer match about $216,335 at 4% or $144,224 at 6%.
Evensky & Katz Profit Sharing Plan-31$4,844,674$536,512$17,307iApproximate average salary by contribution assumption: employee only about $432,671 at 4% or $288,447 at 6%; with 50% employer match about $288,447 at 4% or $192,298 at 6%; with 100% employer match about $216,335 at 4% or $144,224 at 6%.
2017129$4,758,720$507,807$17,511iApproximate average salary by contribution assumption: employee only about $437,765 at 4% or $291,843 at 6%; with 50% employer match about $291,843 at 4% or $194,562 at 6%; with 100% employer match about $218,882 at 4% or $145,922 at 6%.
Evensky & Katz Profit Sharing Plan-29$4,758,720$507,807$17,511iApproximate average salary by contribution assumption: employee only about $437,765 at 4% or $291,843 at 6%; with 50% employer match about $291,843 at 4% or $194,562 at 6%; with 100% employer match about $218,882 at 4% or $145,922 at 6%.
2016128$3,735,523$482,346$17,227iApproximate average salary by contribution assumption: employee only about $430,666 at 4% or $287,111 at 6%; with 50% employer match about $287,111 at 4% or $191,407 at 6%; with 100% employer match about $215,333 at 4% or $143,555 at 6%.
Evensky & Katz Profit Sharing Plan-28$3,735,523$482,346$17,227iApproximate average salary by contribution assumption: employee only about $430,666 at 4% or $287,111 at 6%; with 50% employer match about $287,111 at 4% or $191,407 at 6%; with 100% employer match about $215,333 at 4% or $143,555 at 6%.
2015127$3,069,162$454,017$16,815iApproximate average salary by contribution assumption: employee only about $420,386 at 4% or $280,257 at 6%; with 50% employer match about $280,257 at 4% or $186,838 at 6%; with 100% employer match about $210,193 at 4% or $140,129 at 6%.
Evensky & Katz Profit Sharing Plan-27$3,069,162$454,017$16,815iApproximate average salary by contribution assumption: employee only about $420,386 at 4% or $280,257 at 6%; with 50% employer match about $280,257 at 4% or $186,838 at 6%; with 100% employer match about $210,193 at 4% or $140,129 at 6%.
2014125$2,956,880$348,504$13,940iApproximate average salary by contribution assumption: employee only about $348,504 at 4% or $232,336 at 6%; with 50% employer match about $232,336 at 4% or $154,891 at 6%; with 100% employer match about $174,252 at 4% or $116,168 at 6%.
Evensky & Katz Profit Sharing Plan-25$2,956,880$348,504$13,940iApproximate average salary by contribution assumption: employee only about $348,504 at 4% or $232,336 at 6%; with 50% employer match about $232,336 at 4% or $154,891 at 6%; with 100% employer match about $174,252 at 4% or $116,168 at 6%.
2013119$2,526,831$283,709$14,932iApproximate average salary by contribution assumption: employee only about $373,301 at 4% or $248,868 at 6%; with 50% employer match about $248,868 at 4% or $165,912 at 6%; with 100% employer match about $186,651 at 4% or $124,434 at 6%.
Evensky & Katz Profit Sharing Plan-19$2,526,831$283,709$14,932iApproximate average salary by contribution assumption: employee only about $373,301 at 4% or $248,868 at 6%; with 50% employer match about $248,868 at 4% or $165,912 at 6%; with 100% employer match about $186,651 at 4% or $124,434 at 6%.
2012121$1,916,060$214,860$10,231iApproximate average salary by contribution assumption: employee only about $255,786 at 4% or $170,524 at 6%; with 50% employer match about $170,524 at 4% or $113,683 at 6%; with 100% employer match about $127,893 at 4% or $85,262 at 6%.
Evensky & Katz Profit Sharing Plan-21$1,916,060$214,860$10,231iApproximate average salary by contribution assumption: employee only about $255,786 at 4% or $170,524 at 6%; with 50% employer match about $170,524 at 4% or $113,683 at 6%; with 100% employer match about $127,893 at 4% or $85,262 at 6%.
2011119$1,944,649$169,474$8,920iApproximate average salary by contribution assumption: employee only about $222,992 at 4% or $148,661 at 6%; with 50% employer match about $148,661 at 4% or $99,108 at 6%; with 100% employer match about $111,496 at 4% or $74,331 at 6%.
Evensky & Katz Profit Sharing Plan-19$1,944,649$169,474$8,920iApproximate average salary by contribution assumption: employee only about $222,992 at 4% or $148,661 at 6%; with 50% employer match about $148,661 at 4% or $99,108 at 6%; with 100% employer match about $111,496 at 4% or $74,331 at 6%.
2010119$1,886,196$153,102$8,058iApproximate average salary by contribution assumption: employee only about $201,450 at 4% or $134,300 at 6%; with 50% employer match about $134,300 at 4% or $89,533 at 6%; with 100% employer match about $100,725 at 4% or $67,150 at 6%.
Evensky & Katz Profit Sharing Plan-19$1,886,196$153,102$8,058iApproximate average salary by contribution assumption: employee only about $201,450 at 4% or $134,300 at 6%; with 50% employer match about $134,300 at 4% or $89,533 at 6%; with 100% employer match about $100,725 at 4% or $67,150 at 6%.
2009124$1,544,159$104,694$4,362iApproximate average salary by contribution assumption: employee only about $109,056 at 4% or $72,704 at 6%; with 50% employer match about $72,704 at 4% or $48,469 at 6%; with 100% employer match about $54,528 at 4% or $36,352 at 6%.
Evensky & Katz Profit Sharing Plan-24$1,544,159$104,694$4,362iApproximate average salary by contribution assumption: employee only about $109,056 at 4% or $72,704 at 6%; with 50% employer match about $72,704 at 4% or $48,469 at 6%; with 100% employer match about $54,528 at 4% or $36,352 at 6%.
2008121$1,159,608$193,611$9,220iApproximate average salary by contribution assumption: employee only about $230,489 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%.
Evensky & Katz Profit Sharing Plan-21$1,159,608$193,611$9,220iApproximate average salary by contribution assumption: employee only about $230,489 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%.