Civic Intelligence

Everfi Inc.

Plan context: Everfi Inc 401(K) Profit Sharing Plan & Trust

EIN 26-1818856 • Daniel Island, SC • 24 filings • 5 plans

65 Fairchild StDaniel Island, SC 29492-7505
Current Snapshot

Latest Year

2025

2025 Participants

198

2025 Assets

$29,210,749

2025 Contributions

$3,355,686

Historical Graphs

Total Assets Over Time

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

$29,210,749$14,605,375$0201020162021YearValue
$29,210,749Latest year 2021

Participants Over Time

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

5302650201020162025YearValue
198Latest year 2025

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
20251198$0$0-
EVERFI, LLC EMPLOYEE BENEFITS PLAN-198---
202220$0$3,355,686-
Everfi Inc. Health & Welfare Plan-0---
Everfi Inc 401(K) Profit Sharing Plan & Trust-0-$3,355,686-
20212452$29,210,749$6,576,250$14,549iApproximate average salary by contribution assumption: employee only about $363,731 at 4% or $242,487 at 6%; with 50% employer match about $242,487 at 4% or $161,658 at 6%; with 100% employer match about $181,865 at 4% or $121,244 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-420$29,210,749$6,576,250$15,658iApproximate average salary by contribution assumption: employee only about $391,443 at 4% or $260,962 at 6%; with 50% employer match about $260,962 at 4% or $173,975 at 6%; with 100% employer match about $195,722 at 4% or $130,481 at 6%.
Everfi Inc. Health & Welfare Plan-452---
20202440$21,539,866$4,082,605$9,279iApproximate average salary by contribution assumption: employee only about $231,966 at 4% or $154,644 at 6%; with 50% employer match about $154,644 at 4% or $103,096 at 6%; with 100% employer match about $115,983 at 4% or $77,322 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-420$21,539,866$4,082,605$9,720iApproximate average salary by contribution assumption: employee only about $243,012 at 4% or $162,008 at 6%; with 50% employer match about $162,008 at 4% or $108,005 at 6%; with 100% employer match about $121,506 at 4% or $81,004 at 6%.
Everfi Inc. Health & Welfare Plan-440---
20192530$15,435,653$5,945,854$11,219iApproximate average salary by contribution assumption: employee only about $280,465 at 4% or $186,977 at 6%; with 50% employer match about $186,977 at 4% or $124,651 at 6%; with 100% employer match about $140,232 at 4% or $93,488 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-519$15,435,653$5,945,854$11,456iApproximate average salary by contribution assumption: employee only about $286,409 at 4% or $190,939 at 6%; with 50% employer match about $190,939 at 4% or $127,293 at 6%; with 100% employer match about $143,205 at 4% or $95,470 at 6%.
Everfi Inc. Health & Welfare Plan-530---
20182505$8,214,307$4,978,529$9,858iApproximate average salary by contribution assumption: employee only about $246,462 at 4% or $164,308 at 6%; with 50% employer match about $164,308 at 4% or $109,539 at 6%; with 100% employer match about $123,231 at 4% or $82,154 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-505$8,214,307$4,978,529$9,858iApproximate average salary by contribution assumption: employee only about $246,462 at 4% or $164,308 at 6%; with 50% employer match about $164,308 at 4% or $109,539 at 6%; with 100% employer match about $123,231 at 4% or $82,154 at 6%.
Everfi Inc. Health & Welfare Plan-497---
20172472$4,443,163$1,555,174$3,295iApproximate average salary by contribution assumption: employee only about $82,372 at 4% or $54,914 at 6%; with 50% employer match about $54,914 at 4% or $36,610 at 6%; with 100% employer match about $41,186 at 4% or $27,457 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-472$4,443,163$1,555,174$3,295iApproximate average salary by contribution assumption: employee only about $82,372 at 4% or $54,914 at 6%; with 50% employer match about $54,914 at 4% or $36,610 at 6%; with 100% employer match about $41,186 at 4% or $27,457 at 6%.
Everfi Inc. Health & Welfare Plan-461---
20162322$2,321,734$646,946$2,009iApproximate average salary by contribution assumption: employee only about $50,229 at 4% or $33,486 at 6%; with 50% employer match about $33,486 at 4% or $22,324 at 6%; with 100% employer match about $25,114 at 4% or $16,743 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-322$2,321,734$646,946$2,009iApproximate average salary by contribution assumption: employee only about $50,229 at 4% or $33,486 at 6%; with 50% employer match about $33,486 at 4% or $22,324 at 6%; with 100% employer match about $25,114 at 4% or $16,743 at 6%.
Everfi Inc. Health & Welfare Plan-309---
20152139$1,643,269$477,360$3,434iApproximate average salary by contribution assumption: employee only about $85,856 at 4% or $57,237 at 6%; with 50% employer match about $57,237 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-139$1,643,269$477,360$3,434iApproximate average salary by contribution assumption: employee only about $85,856 at 4% or $57,237 at 6%; with 50% employer match about $57,237 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,619 at 6%.
Everfi Inc. Health & Welfare Plan-139---
20142159$1,294,556$424,457$2,670iApproximate average salary by contribution assumption: employee only about $66,739 at 4% or $44,492 at 6%; with 50% employer match about $44,492 at 4% or $29,662 at 6%; with 100% employer match about $33,369 at 4% or $22,246 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-145$1,294,556$424,457$2,927iApproximate average salary by contribution assumption: employee only about $73,182 at 4% or $48,788 at 6%; with 50% employer match about $48,788 at 4% or $32,525 at 6%; with 100% employer match about $36,591 at 4% or $24,394 at 6%.
Everfi Inc. Health & Welfare Plan-159---
20132132$988,603$339,717$2,574iApproximate average salary by contribution assumption: employee only about $64,340 at 4% or $42,894 at 6%; with 50% employer match about $42,894 at 4% or $28,596 at 6%; with 100% employer match about $32,170 at 4% or $21,447 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-43$988,603$339,717$7,900iApproximate average salary by contribution assumption: employee only about $197,510 at 4% or $131,673 at 6%; with 50% employer match about $131,673 at 4% or $87,782 at 6%; with 100% employer match about $98,755 at 4% or $65,837 at 6%.
Everfi Inc. Health & Welfare Plan-132---
2012134$645,627$246,428$7,248iApproximate average salary by contribution assumption: employee only about $181,197 at 4% or $120,798 at 6%; with 50% employer match about $120,798 at 4% or $80,532 at 6%; with 100% employer match about $90,599 at 4% or $60,399 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-34$645,627$246,428$7,248iApproximate average salary by contribution assumption: employee only about $181,197 at 4% or $120,798 at 6%; with 50% employer match about $120,798 at 4% or $80,532 at 6%; with 100% employer match about $90,599 at 4% or $60,399 at 6%.
2011130$427,282$432,771$14,426iApproximate average salary by contribution assumption: employee only about $360,643 at 4% or $240,428 at 6%; with 50% employer match about $240,428 at 4% or $160,286 at 6%; with 100% employer match about $180,321 at 4% or $120,214 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-30$427,282$432,771$14,426iApproximate average salary by contribution assumption: employee only about $360,643 at 4% or $240,428 at 6%; with 50% employer match about $240,428 at 4% or $160,286 at 6%; with 100% employer match about $180,321 at 4% or $120,214 at 6%.
201011$663$640$640iApproximate average salary by contribution assumption: employee only about $16,000 at 4% or $10,667 at 6%; with 50% employer match about $10,667 at 4% or $7,111 at 6%; with 100% employer match about $8,000 at 4% or $5,333 at 6%.
Everfi Inc 401(K) Profit Sharing Plan & Trust-1$663$640$640iApproximate average salary by contribution assumption: employee only about $16,000 at 4% or $10,667 at 6%; with 50% employer match about $10,667 at 4% or $7,111 at 6%; with 100% employer match about $8,000 at 4% or $5,333 at 6%.