Civic Intelligence

Everest Financial Services Inc.

Plan context: EVEREST FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN

EIN 22-3107614 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$873,128

2008 Contributions

$52,000

Historical Graphs

Total Assets Over Time

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

$1,183,766$591,883$0199920052008YearValue
$873,128Latest year 2008

Participants Over Time

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

320199920032008YearValue
2Latest year 2008

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
200812$873,128$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
EVEREST FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN-2$873,128$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200722$950,647$67,129$33,565iApproximate average salary by contribution assumption: employee only about $839,113 at 4% or $559,408 at 6%; with 50% employer match about $559,408 at 4% or $372,939 at 6%; with 100% employer match about $419,556 at 4% or $279,704 at 6%.
EVEREST FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN-2$950,647$67,129$33,565iApproximate average salary by contribution assumption: employee only about $839,113 at 4% or $559,408 at 6%; with 50% employer match about $559,408 at 4% or $372,939 at 6%; with 100% employer match about $419,556 at 4% or $279,704 at 6%.
Everest Financial Services Inc. Money Purchase Plan-0---
200612$787,504$43,903$21,952iApproximate average salary by contribution assumption: employee only about $548,788 at 4% or $365,858 at 6%; with 50% employer match about $365,858 at 4% or $243,906 at 6%; with 100% employer match about $274,394 at 4% or $182,929 at 6%.
Everest Financial Services Inc. Money Purchase Plan-2$787,504$43,903$21,952iApproximate average salary by contribution assumption: employee only about $548,788 at 4% or $365,858 at 6%; with 50% employer match about $365,858 at 4% or $243,906 at 6%; with 100% employer match about $274,394 at 4% or $182,929 at 6%.
200512$744,931$29,208$14,604iApproximate average salary by contribution assumption: employee only about $365,100 at 4% or $243,400 at 6%; with 50% employer match about $243,400 at 4% or $162,267 at 6%; with 100% employer match about $182,550 at 4% or $121,700 at 6%.
Everest Financial Services Inc. Money Purchase Plan-2$744,931$29,208$14,604iApproximate average salary by contribution assumption: employee only about $365,100 at 4% or $243,400 at 6%; with 50% employer match about $243,400 at 4% or $162,267 at 6%; with 100% employer match about $182,550 at 4% or $121,700 at 6%.
200313$621,907$37,478$12,493iApproximate average salary by contribution assumption: employee only about $312,317 at 4% or $208,211 at 6%; with 50% employer match about $208,211 at 4% or $138,807 at 6%; with 100% employer match about $156,158 at 4% or $104,106 at 6%.
Everest Financial Services Inc. Money Purchase Plan-3$621,907$37,478$12,493iApproximate average salary by contribution assumption: employee only about $312,317 at 4% or $208,211 at 6%; with 50% employer match about $208,211 at 4% or $138,807 at 6%; with 100% employer match about $156,158 at 4% or $104,106 at 6%.
200212$551,391$28,362$14,181iApproximate average salary by contribution assumption: employee only about $354,525 at 4% or $236,350 at 6%; with 50% employer match about $236,350 at 4% or $157,567 at 6%; with 100% employer match about $177,263 at 4% or $118,175 at 6%.
Everest Financial Services Inc. Money Purchase Plan-2$551,391$28,362$14,181iApproximate average salary by contribution assumption: employee only about $354,525 at 4% or $236,350 at 6%; with 50% employer match about $236,350 at 4% or $157,567 at 6%; with 100% employer match about $177,263 at 4% or $118,175 at 6%.
200112$0$0-
Everest Financial Services Inc. Money Purchase Plan-2---
200012$1,085,051$32,280$16,140iApproximate average salary by contribution assumption: employee only about $403,500 at 4% or $269,000 at 6%; with 50% employer match about $269,000 at 4% or $179,333 at 6%; with 100% employer match about $201,750 at 4% or $134,500 at 6%.
Everest Financial Services Inc. Money Purchase Plan-2$1,085,051$32,280$16,140iApproximate average salary by contribution assumption: employee only about $403,500 at 4% or $269,000 at 6%; with 50% employer match about $269,000 at 4% or $179,333 at 6%; with 100% employer match about $201,750 at 4% or $134,500 at 6%.
199912$1,183,766$31,635$15,818iApproximate average salary by contribution assumption: employee only about $395,438 at 4% or $263,625 at 6%; with 50% employer match about $263,625 at 4% or $175,750 at 6%; with 100% employer match about $197,719 at 4% or $131,813 at 6%.
Everest Financial Services Inc. Money Purchase Plan-2$1,183,766$31,635$15,818iApproximate average salary by contribution assumption: employee only about $395,438 at 4% or $263,625 at 6%; with 50% employer match about $263,625 at 4% or $175,750 at 6%; with 100% employer match about $197,719 at 4% or $131,813 at 6%.