Civic Intelligence

EVERGREEN ELM, INC.

Plan context: EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN

EIN 25-1356126 • Bradford, PA • 7 filings • 1 plans

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50 Main StreetBradford, PA 16701
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$2,223,670

2024 Contributions

$238,689

Historical Graphs

Total Assets Over Time

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

$2,243,220$1,121,610$0201820212024YearValue
$2,223,670Latest year 2024

Participants Over Time

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

80400201820212024YearValue
75Latest 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
2024175$2,223,670$238,689$3,183iApproximate average salary by contribution assumption: employee only about $79,563 at 4% or $53,042 at 6%; with 50% employer match about $53,042 at 4% or $35,361 at 6%; with 100% employer match about $39,782 at 4% or $26,521 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-75$2,223,670$238,689$3,183iApproximate average salary by contribution assumption: employee only about $79,563 at 4% or $53,042 at 6%; with 50% employer match about $53,042 at 4% or $35,361 at 6%; with 100% employer match about $39,782 at 4% or $26,521 at 6%.
2023173$2,243,220$237,667$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,696 at 4% or $27,131 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-73$2,243,220$237,667$3,256iApproximate average salary by contribution assumption: employee only about $81,393 at 4% or $54,262 at 6%; with 50% employer match about $54,262 at 4% or $36,175 at 6%; with 100% employer match about $40,696 at 4% or $27,131 at 6%.
2022175$1,875,873$196,090$2,615iApproximate average salary by contribution assumption: employee only about $65,363 at 4% or $43,576 at 6%; with 50% employer match about $43,576 at 4% or $29,050 at 6%; with 100% employer match about $32,682 at 4% or $21,788 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-75$1,875,873$196,090$2,615iApproximate average salary by contribution assumption: employee only about $65,363 at 4% or $43,576 at 6%; with 50% employer match about $43,576 at 4% or $29,050 at 6%; with 100% employer match about $32,682 at 4% or $21,788 at 6%.
2021175$1,682,279$212,877$2,838iApproximate average salary by contribution assumption: employee only about $70,959 at 4% or $47,306 at 6%; with 50% employer match about $47,306 at 4% or $31,537 at 6%; with 100% employer match about $35,480 at 4% or $23,653 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-75$1,682,279$212,877$2,838iApproximate average salary by contribution assumption: employee only about $70,959 at 4% or $47,306 at 6%; with 50% employer match about $47,306 at 4% or $31,537 at 6%; with 100% employer match about $35,480 at 4% or $23,653 at 6%.
2020178$1,846,187$230,337$2,953iApproximate average salary by contribution assumption: employee only about $73,826 at 4% or $49,217 at 6%; with 50% employer match about $49,217 at 4% or $32,812 at 6%; with 100% employer match about $36,913 at 4% or $24,609 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-78$1,846,187$230,337$2,953iApproximate average salary by contribution assumption: employee only about $73,826 at 4% or $49,217 at 6%; with 50% employer match about $49,217 at 4% or $32,812 at 6%; with 100% employer match about $36,913 at 4% or $24,609 at 6%.
2019176$1,364,950$220,235$2,898iApproximate average salary by contribution assumption: employee only about $72,446 at 4% or $48,297 at 6%; with 50% employer match about $48,297 at 4% or $32,198 at 6%; with 100% employer match about $36,223 at 4% or $24,149 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-76$1,364,950$220,235$2,898iApproximate average salary by contribution assumption: employee only about $72,446 at 4% or $48,297 at 6%; with 50% employer match about $48,297 at 4% or $32,198 at 6%; with 100% employer match about $36,223 at 4% or $24,149 at 6%.
2018180$1,152,469$1,136,228$14,203iApproximate average salary by contribution assumption: employee only about $355,071 at 4% or $236,714 at 6%; with 50% employer match about $236,714 at 4% or $157,809 at 6%; with 100% employer match about $177,536 at 4% or $118,357 at 6%.
EVERGREEN ELM, INC. 403(B) RETIREMENT PLAN-80$1,152,469$1,136,228$14,203iApproximate average salary by contribution assumption: employee only about $355,071 at 4% or $236,714 at 6%; with 50% employer match about $236,714 at 4% or $157,809 at 6%; with 100% employer match about $177,536 at 4% or $118,357 at 6%.