Civic Intelligence

Everest Wealth Management

Plan context: Everest Wealth Management Retirement Trust

EIN 22-3903990 • Towson, MD • 6 filings • 1 plans

100 West RoadSuite 405Towson, MD 21204
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$553,057

2016 Contributions

$16,611

Historical Graphs

Total Assets Over Time

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

$553,057$276,529$0201020142016YearValue
$553,057Latest year 2016

Participants Over Time

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

740201020142016YearValue
7Latest year 2016

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
201617$553,057$16,611$2,373iApproximate average salary by contribution assumption: employee only about $59,325 at 4% or $39,550 at 6%; with 50% employer match about $39,550 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,775 at 6%.
Everest Wealth Management Retirement Trust-7$553,057$16,611$2,373iApproximate average salary by contribution assumption: employee only about $59,325 at 4% or $39,550 at 6%; with 50% employer match about $39,550 at 4% or $26,367 at 6%; with 100% employer match about $29,663 at 4% or $19,775 at 6%.
201517$324,555$93,157$13,308iApproximate average salary by contribution assumption: employee only about $332,704 at 4% or $221,802 at 6%; with 50% employer match about $221,802 at 4% or $147,868 at 6%; with 100% employer match about $166,352 at 4% or $110,901 at 6%.
Everest Wealth Management Retirement Trust-7$324,555$93,157$13,308iApproximate average salary by contribution assumption: employee only about $332,704 at 4% or $221,802 at 6%; with 50% employer match about $221,802 at 4% or $147,868 at 6%; with 100% employer match about $166,352 at 4% or $110,901 at 6%.
201414$231,599$120,529$30,132iApproximate average salary by contribution assumption: employee only about $753,306 at 4% or $502,204 at 6%; with 50% employer match about $502,204 at 4% or $334,803 at 6%; with 100% employer match about $376,653 at 4% or $251,102 at 6%.
Everest Wealth Management Retirement Trust-4$231,599$120,529$30,132iApproximate average salary by contribution assumption: employee only about $753,306 at 4% or $502,204 at 6%; with 50% employer match about $502,204 at 4% or $334,803 at 6%; with 100% employer match about $376,653 at 4% or $251,102 at 6%.
201314$264,382$140,784$35,196iApproximate average salary by contribution assumption: employee only about $879,900 at 4% or $586,600 at 6%; with 50% employer match about $586,600 at 4% or $391,067 at 6%; with 100% employer match about $439,950 at 4% or $293,300 at 6%.
Everest Wealth Management Retirement Trust-4$264,382$140,784$35,196iApproximate average salary by contribution assumption: employee only about $879,900 at 4% or $586,600 at 6%; with 50% employer match about $586,600 at 4% or $391,067 at 6%; with 100% employer match about $439,950 at 4% or $293,300 at 6%.
201213$151,866$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Everest Wealth Management Retirement Trust-3$151,866$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
201014$88,147$61,308$15,327iApproximate average salary by contribution assumption: employee only about $383,175 at 4% or $255,450 at 6%; with 50% employer match about $255,450 at 4% or $170,300 at 6%; with 100% employer match about $191,588 at 4% or $127,725 at 6%.
Everest Wealth Management Retirement Trust-4$88,147$61,308$15,327iApproximate average salary by contribution assumption: employee only about $383,175 at 4% or $255,450 at 6%; with 50% employer match about $255,450 at 4% or $170,300 at 6%; with 100% employer match about $191,588 at 4% or $127,725 at 6%.