Gkz Inc.
Plan context: Evergreen Trading Employee Stock Ownership Plan
EIN 26-2451950 • Evergreen, CO • 8 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
84
2024 Assets
$50,034,000
2024 Contributions
$3,378,612
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 84 | $50,034,000 | $3,378,612 | $40,222iApproximate average salary by contribution assumption: employee only about $1,005,539 at 4% or $670,360 at 6%; with 50% employer match about $670,360 at 4% or $446,906 at 6%; with 100% employer match about $502,770 at 4% or $335,180 at 6%. |
| Evergreen Trading Employee Stock Ownership Plan | - | 84 | $50,034,000 | $3,378,612 | $40,222iApproximate average salary by contribution assumption: employee only about $1,005,539 at 4% or $670,360 at 6%; with 50% employer match about $670,360 at 4% or $446,906 at 6%; with 100% employer match about $502,770 at 4% or $335,180 at 6%. |
| 2023 | 1 | 75 | $42,360,000 | $3,753,129 | $50,042iApproximate average salary by contribution assumption: employee only about $1,251,043 at 4% or $834,029 at 6%; with 50% employer match about $834,029 at 4% or $556,019 at 6%; with 100% employer match about $625,522 at 4% or $417,014 at 6%. |
| Evergreen Trading Employee Stock Ownership Plan | - | 75 | $42,360,000 | $3,753,129 | $50,042iApproximate average salary by contribution assumption: employee only about $1,251,043 at 4% or $834,029 at 6%; with 50% employer match about $834,029 at 4% or $556,019 at 6%; with 100% employer match about $625,522 at 4% or $417,014 at 6%. |
| 2022 | 1 | 74 | $10,904,000 | $3,838,817 | $51,876iApproximate average salary by contribution assumption: employee only about $1,296,898 at 4% or $864,598 at 6%; with 50% employer match about $864,598 at 4% or $576,399 at 6%; with 100% employer match about $648,449 at 4% or $432,299 at 6%. |
| Evergreen Trading Employee Stock Ownership Plan | - | 74 | $10,904,000 | $3,838,817 | $51,876iApproximate average salary by contribution assumption: employee only about $1,296,898 at 4% or $864,598 at 6%; with 50% employer match about $864,598 at 4% or $576,399 at 6%; with 100% employer match about $648,449 at 4% or $432,299 at 6%. |
| 2021 | 1 | 83 | $28,257,000 | $3,483,815 | $41,974iApproximate average salary by contribution assumption: employee only about $1,049,342 at 4% or $699,561 at 6%; with 50% employer match about $699,561 at 4% or $466,374 at 6%; with 100% employer match about $524,671 at 4% or $349,781 at 6%. |
| Evergreen Trading Employee Stock Ownership Plan | - | 83 | $28,257,000 | $3,483,815 | $41,974iApproximate average salary by contribution assumption: employee only about $1,049,342 at 4% or $699,561 at 6%; with 50% employer match about $699,561 at 4% or $466,374 at 6%; with 100% employer match about $524,671 at 4% or $349,781 at 6%. |
| 2016 | 2 | 0 | $0 | $33,402 | - |
| Gkz Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| Gkz Inc. 401(K) Plan | - | 0 | $0 | $33,402 | - |
| 2015 | 2 | 5 | $2,645,998 | $170,585 | $34,117iApproximate average salary by contribution assumption: employee only about $852,925 at 4% or $568,617 at 6%; with 50% employer match about $568,617 at 4% or $379,078 at 6%; with 100% employer match about $426,463 at 4% or $284,308 at 6%. |
| Gkz Inc. Cash Balance Plan | - | 5 | $2,107,247 | $0 | - |
| Gkz Inc. 401(K) Plan | - | 5 | $538,751 | $170,585 | $34,117iApproximate average salary by contribution assumption: employee only about $852,925 at 4% or $568,617 at 6%; with 50% employer match about $568,617 at 4% or $379,078 at 6%; with 100% employer match about $426,463 at 4% or $284,308 at 6%. |