Civic Intelligence

Evergreen Partners Inc.

Plan context: Evergreen Partners Inc. 401(K) Plan

EIN 22-3278266 • Ocean Township, NJ • 26 filings • 5 plans

802 W. Park Ave.Bldg. 3, Suite 301Ocean Township, NJ 07712
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,698,596

2024 Contributions

$493,927

Historical Graphs

Total Assets Over Time

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

$4,698,596$2,349,298$0200620152024YearValue
$4,698,596Latest year 2024

Participants Over Time

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

950200620152024YearValue
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
202429$4,698,596$493,927$54,881iApproximate average salary by contribution assumption: employee only about $1,372,019 at 4% or $914,680 at 6%; with 50% employer match about $914,680 at 4% or $609,786 at 6%; with 100% employer match about $686,010 at 4% or $457,340 at 6%.
Evergreen Partners Inc. 401(K) Plan-9$3,368,579$319,319$35,480iApproximate average salary by contribution assumption: employee only about $886,997 at 4% or $591,331 at 6%; with 50% employer match about $591,331 at 4% or $394,221 at 6%; with 100% employer match about $443,499 at 4% or $295,666 at 6%.
Evergreen Partners Inc. Cash Balance Plan-9$1,330,017$174,608$19,401iApproximate average salary by contribution assumption: employee only about $485,022 at 4% or $323,348 at 6%; with 50% employer match about $323,348 at 4% or $215,565 at 6%; with 100% employer match about $242,511 at 4% or $161,674 at 6%.
202328$3,819,164$364,741$45,593iApproximate average salary by contribution assumption: employee only about $1,139,816 at 4% or $759,877 at 6%; with 50% employer match about $759,877 at 4% or $506,585 at 6%; with 100% employer match about $569,908 at 4% or $379,939 at 6%.
Evergreen Partners Inc. 401(K) Plan-8$2,777,260$202,042$25,255iApproximate average salary by contribution assumption: employee only about $631,381 at 4% or $420,921 at 6%; with 50% employer match about $420,921 at 4% or $280,614 at 6%; with 100% employer match about $315,691 at 4% or $210,460 at 6%.
Evergreen Partners Inc. Cash Balance Plan-8$1,041,904$162,699$20,337iApproximate average salary by contribution assumption: employee only about $508,434 at 4% or $338,956 at 6%; with 50% employer match about $338,956 at 4% or $225,971 at 6%; with 100% employer match about $254,217 at 4% or $169,478 at 6%.
202228$3,009,548$335,897$41,987iApproximate average salary by contribution assumption: employee only about $1,049,678 at 4% or $699,785 at 6%; with 50% employer match about $699,785 at 4% or $466,524 at 6%; with 100% employer match about $524,839 at 4% or $349,893 at 6%.
Evergreen Partners Inc. 401(K) Plan-8$2,254,754$185,897$23,237iApproximate average salary by contribution assumption: employee only about $580,928 at 4% or $387,285 at 6%; with 50% employer match about $387,285 at 4% or $258,190 at 6%; with 100% employer match about $290,464 at 4% or $193,643 at 6%.
Evergreen Partners Inc. Cash Balance Plan-7$754,794$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
202128$3,111,423$313,103$39,138iApproximate average salary by contribution assumption: employee only about $978,447 at 4% or $652,298 at 6%; with 50% employer match about $652,298 at 4% or $434,865 at 6%; with 100% employer match about $489,223 at 4% or $326,149 at 6%.
Evergreen Partners Inc. 401(K) Plan-8$2,388,039$163,103$20,388iApproximate average salary by contribution assumption: employee only about $509,697 at 4% or $339,798 at 6%; with 50% employer match about $339,798 at 4% or $226,532 at 6%; with 100% employer match about $254,848 at 4% or $169,899 at 6%.
Evergreen Partners Inc. Cash Balance Plan-7$723,384$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
202028$2,514,090$310,081$38,760iApproximate average salary by contribution assumption: employee only about $969,003 at 4% or $646,002 at 6%; with 50% employer match about $646,002 at 4% or $430,668 at 6%; with 100% employer match about $484,502 at 4% or $323,001 at 6%.
Evergreen Partners Inc. 401(K) Plan-8$2,011,068$160,081$20,010iApproximate average salary by contribution assumption: employee only about $500,253 at 4% or $333,502 at 6%; with 50% employer match about $333,502 at 4% or $222,335 at 6%; with 100% employer match about $250,127 at 4% or $166,751 at 6%.
Evergreen Partners Inc. Cash Balance Plan-7$503,022$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
201927$1,912,223$263,485$37,641iApproximate average salary by contribution assumption: employee only about $941,018 at 4% or $627,345 at 6%; with 50% employer match about $627,345 at 4% or $418,230 at 6%; with 100% employer match about $470,509 at 4% or $313,673 at 6%.
Evergreen Partners Inc. 401(K) Plan-7$1,643,644$135,189$19,313iApproximate average salary by contribution assumption: employee only about $482,818 at 4% or $321,879 at 6%; with 50% employer match about $321,879 at 4% or $214,586 at 6%; with 100% employer match about $241,409 at 4% or $160,939 at 6%.
Evergreen Partners Inc. Cash Balance Plan-6$268,579$128,296$21,383iApproximate average salary by contribution assumption: employee only about $534,567 at 4% or $356,378 at 6%; with 50% employer match about $356,378 at 4% or $237,585 at 6%; with 100% employer match about $267,283 at 4% or $178,189 at 6%.
201826$1,419,196$220,516$36,753iApproximate average salary by contribution assumption: employee only about $918,817 at 4% or $612,544 at 6%; with 50% employer match about $612,544 at 4% or $408,363 at 6%; with 100% employer match about $459,408 at 4% or $306,272 at 6%.
Evergreen Partners Inc. 401(K) Plan-5$1,294,196$95,516$19,103iApproximate average salary by contribution assumption: employee only about $477,580 at 4% or $318,387 at 6%; with 50% employer match about $318,387 at 4% or $212,258 at 6%; with 100% employer match about $238,790 at 4% or $159,193 at 6%.
Evergreen Partners Inc. Cash Balance Plan-6$125,000$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
201714$1,281,277$111,323$27,831iApproximate average salary by contribution assumption: employee only about $695,769 at 4% or $463,846 at 6%; with 50% employer match about $463,846 at 4% or $309,231 at 6%; with 100% employer match about $347,884 at 4% or $231,923 at 6%.
Evergreen Partners Inc. 401(K) Plan-4$1,281,277$111,323$27,831iApproximate average salary by contribution assumption: employee only about $695,769 at 4% or $463,846 at 6%; with 50% employer match about $463,846 at 4% or $309,231 at 6%; with 100% employer match about $347,884 at 4% or $231,923 at 6%.
201616$1,724,081$109,855$18,309iApproximate average salary by contribution assumption: employee only about $457,729 at 4% or $305,153 at 6%; with 50% employer match about $305,153 at 4% or $203,435 at 6%; with 100% employer match about $228,865 at 4% or $152,576 at 6%.
Evergreen Partners Inc. 401(K) Plan-6$1,724,081$109,855$18,309iApproximate average salary by contribution assumption: employee only about $457,729 at 4% or $305,153 at 6%; with 50% employer match about $305,153 at 4% or $203,435 at 6%; with 100% employer match about $228,865 at 4% or $152,576 at 6%.
201516$1,504,951$104,368$17,395iApproximate average salary by contribution assumption: employee only about $434,867 at 4% or $289,911 at 6%; with 50% employer match about $289,911 at 4% or $193,274 at 6%; with 100% employer match about $217,433 at 4% or $144,956 at 6%.
Evergreen Partners Inc. 401(K) Plan-6$1,504,951$104,368$17,395iApproximate average salary by contribution assumption: employee only about $434,867 at 4% or $289,911 at 6%; with 50% employer match about $289,911 at 4% or $193,274 at 6%; with 100% employer match about $217,433 at 4% or $144,956 at 6%.
201415$1,440,080$110,651$22,130iApproximate average salary by contribution assumption: employee only about $553,255 at 4% or $368,837 at 6%; with 50% employer match about $368,837 at 4% or $245,891 at 6%; with 100% employer match about $276,628 at 4% or $184,418 at 6%.
Evergreen Partners Inc. 401(K) Plan-5$1,440,080$110,651$22,130iApproximate average salary by contribution assumption: employee only about $553,255 at 4% or $368,837 at 6%; with 50% employer match about $368,837 at 4% or $245,891 at 6%; with 100% employer match about $276,628 at 4% or $184,418 at 6%.
201316$1,305,922$138,530$23,088iApproximate average salary by contribution assumption: employee only about $577,208 at 4% or $384,806 at 6%; with 50% employer match about $384,806 at 4% or $256,537 at 6%; with 100% employer match about $288,604 at 4% or $192,403 at 6%.
Evergreen Partners Inc. 401(K) Plan-6$1,305,922$138,530$23,088iApproximate average salary by contribution assumption: employee only about $577,208 at 4% or $384,806 at 6%; with 50% employer match about $384,806 at 4% or $256,537 at 6%; with 100% employer match about $288,604 at 4% or $192,403 at 6%.
201214$1,043,231$122,176$30,544iApproximate average salary by contribution assumption: employee only about $763,600 at 4% or $509,067 at 6%; with 50% employer match about $509,067 at 4% or $339,378 at 6%; with 100% employer match about $381,800 at 4% or $254,533 at 6%.
Evergreen Partners Inc. 401(K) Plan-4$1,043,231$122,176$30,544iApproximate average salary by contribution assumption: employee only about $763,600 at 4% or $509,067 at 6%; with 50% employer match about $509,067 at 4% or $339,378 at 6%; with 100% employer match about $381,800 at 4% or $254,533 at 6%.
201114$846,985$62,552$15,638iApproximate average salary by contribution assumption: employee only about $390,950 at 4% or $260,633 at 6%; with 50% employer match about $260,633 at 4% or $173,756 at 6%; with 100% employer match about $195,475 at 4% or $130,317 at 6%.
Evergreen Partners Inc. 401(K) Plan-4$846,985$62,552$15,638iApproximate average salary by contribution assumption: employee only about $390,950 at 4% or $260,633 at 6%; with 50% employer match about $260,633 at 4% or $173,756 at 6%; with 100% employer match about $195,475 at 4% or $130,317 at 6%.
201015$797,116$81,498$16,300iApproximate average salary by contribution assumption: employee only about $407,490 at 4% or $271,660 at 6%; with 50% employer match about $271,660 at 4% or $181,107 at 6%; with 100% employer match about $203,745 at 4% or $135,830 at 6%.
Evergreen Partners Inc. 401(K) Plan-5$797,116$81,498$16,300iApproximate average salary by contribution assumption: employee only about $407,490 at 4% or $271,660 at 6%; with 50% employer match about $271,660 at 4% or $181,107 at 6%; with 100% employer match about $203,745 at 4% or $135,830 at 6%.
200914$647,410$80,330$20,083iApproximate average salary by contribution assumption: employee only about $502,063 at 4% or $334,708 at 6%; with 50% employer match about $334,708 at 4% or $223,139 at 6%; with 100% employer match about $251,031 at 4% or $167,354 at 6%.
Evergreen Partners Inc. 401(K) Plan-4$647,410$80,330$20,083iApproximate average salary by contribution assumption: employee only about $502,063 at 4% or $334,708 at 6%; with 50% employer match about $334,708 at 4% or $223,139 at 6%; with 100% employer match about $251,031 at 4% or $167,354 at 6%.
200812$498,967$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Evergreen Partners Inc. 401(K) Plan-2$498,967$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200712$553,003$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Evergreen Partners Inc. 401(K) Plan-2$553,003$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200612$427,154$100,177$50,089iApproximate average salary by contribution assumption: employee only about $1,252,213 at 4% or $834,808 at 6%; with 50% employer match about $834,808 at 4% or $556,539 at 6%; with 100% employer match about $626,106 at 4% or $417,404 at 6%.
Evergreen Partners Inc. 401(K) Plan-2$427,154$100,177$50,089iApproximate average salary by contribution assumption: employee only about $1,252,213 at 4% or $834,808 at 6%; with 50% employer match about $834,808 at 4% or $556,539 at 6%; with 100% employer match about $626,106 at 4% or $417,404 at 6%.