Civic Intelligence

The Evergreen Advantage Management Inc.

Plan context: The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan

EIN 27-0436160 • Santa Monica, CA • 17 filings • 3 plans

1424 4th Street, Suite 777Santa Monica, CA 90401
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$5,054,896

2025 Contributions

$124,000

Historical Graphs

Total Assets Over Time

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

$5,054,896$2,527,448$0201220192025YearValue
$5,054,896Latest year 2025

Participants Over Time

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

420201220192025YearValue
4Latest 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
202514$5,054,896$124,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$5,054,896$124,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
202414$4,688,316$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$4,688,316$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
202314$4,292,762$1,601,252$400,313iApproximate average salary by contribution assumption: employee only about $10,007,825 at 4% or $6,671,883 at 6%; with 50% employer match about $6,671,883 at 4% or $4,447,922 at 6%; with 100% employer match about $5,003,913 at 4% or $3,335,942 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$4,292,762$1,601,252$400,313iApproximate average salary by contribution assumption: employee only about $10,007,825 at 4% or $6,671,883 at 6%; with 50% employer match about $6,671,883 at 4% or $4,447,922 at 6%; with 100% employer match about $5,003,913 at 4% or $3,335,942 at 6%.
202234$4,631,681$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$3,243,777$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
THE EVERGREEN ADVANTAGE MANAGEMENT, INC. CASH BALANCE PLAN-4$1,387,904$0-
CREATED FROM THE EVERGREEN ADVANTAGE MANAGEMENT, INC. CASH BALANCE PLAN-0$0--
202124$3,525,539$308,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$2,229,216$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
THE EVERGREEN ADVANTAGE MANAGEMENT, INC. CASH BALANCE PLAN-4$1,296,323$150,000$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%.
202014$1,990,060$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$1,990,060$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
201914$1,730,265$154,000$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$1,730,265$154,000$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
201814$1,475,412$152,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$1,475,412$152,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
201714$1,276,924$150,000$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%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$1,276,924$150,000$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%.
201614$1,019,624$64,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$1,019,624$64,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201514$839,461$236,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$839,461$236,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201414$500,909$158,982$39,746iApproximate average salary by contribution assumption: employee only about $993,638 at 4% or $662,425 at 6%; with 50% employer match about $662,425 at 4% or $441,617 at 6%; with 100% employer match about $496,819 at 4% or $331,213 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$500,909$158,982$39,746iApproximate average salary by contribution assumption: employee only about $993,638 at 4% or $662,425 at 6%; with 50% employer match about $662,425 at 4% or $441,617 at 6%; with 100% employer match about $496,819 at 4% or $331,213 at 6%.
201314$312,379$150,180$37,545iApproximate average salary by contribution assumption: employee only about $938,625 at 4% or $625,750 at 6%; with 50% employer match about $625,750 at 4% or $417,167 at 6%; with 100% employer match about $469,313 at 4% or $312,875 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$312,379$150,180$37,545iApproximate average salary by contribution assumption: employee only about $938,625 at 4% or $625,750 at 6%; with 50% employer match about $625,750 at 4% or $417,167 at 6%; with 100% employer match about $469,313 at 4% or $312,875 at 6%.
201214$147,500$147,500$36,875iApproximate average salary by contribution assumption: employee only about $921,875 at 4% or $614,583 at 6%; with 50% employer match about $614,583 at 4% or $409,722 at 6%; with 100% employer match about $460,938 at 4% or $307,292 at 6%.
The Evergreen Advantage Management Inc. 401(K) Profit Sharing Plan-4$147,500$147,500$36,875iApproximate average salary by contribution assumption: employee only about $921,875 at 4% or $614,583 at 6%; with 50% employer match about $614,583 at 4% or $409,722 at 6%; with 100% employer match about $460,938 at 4% or $307,292 at 6%.