Evergreen Financial Planning Services LLC
Plan context: Efps 401K Plan
EIN 26-4597729 • Evergreen, CO • 4 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$626,188
2017 Contributions
$350,412
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 1 | $626,188 | $350,412 | $350,412iApproximate average salary by contribution assumption: employee only about $8,760,300 at 4% or $5,840,200 at 6%; with 50% employer match about $5,840,200 at 4% or $3,893,467 at 6%; with 100% employer match about $4,380,150 at 4% or $2,920,100 at 6%. |
| Efps 401K Plan | - | 1 | $626,188 | $350,412 | $350,412iApproximate average salary by contribution assumption: employee only about $8,760,300 at 4% or $5,840,200 at 6%; with 50% employer match about $5,840,200 at 4% or $3,893,467 at 6%; with 100% employer match about $4,380,150 at 4% or $2,920,100 at 6%. |
| 2016 | 1 | 2 | $260,323 | $223,492 | $111,746iApproximate average salary by contribution assumption: employee only about $2,793,650 at 4% or $1,862,433 at 6%; with 50% employer match about $1,862,433 at 4% or $1,241,622 at 6%; with 100% employer match about $1,396,825 at 4% or $931,217 at 6%. |
| Efps 401K Plan | - | 2 | $260,323 | $223,492 | $111,746iApproximate average salary by contribution assumption: employee only about $2,793,650 at 4% or $1,862,433 at 6%; with 50% employer match about $1,862,433 at 4% or $1,241,622 at 6%; with 100% employer match about $1,396,825 at 4% or $931,217 at 6%. |
| 2015 | 1 | 1 | $76,105 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Efps 401K Plan | - | 1 | $76,105 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2014 | 1 | 2 | $75,010 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Efps 401K Plan | - | 2 | $75,010 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |