Everest Financial Advisors LLC
Plan context: Everest Financial Advisors LLC 401(K) Profit Sharing Plan
EIN 27-1634852 • Cooper City, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$141,156
2025 Contributions
$30,863
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $141,156 | $30,863 | $10,288iApproximate average salary by contribution assumption: employee only about $257,192 at 4% or $171,461 at 6%; with 50% employer match about $171,461 at 4% or $114,307 at 6%; with 100% employer match about $128,596 at 4% or $85,731 at 6%. |
| Everest Financial Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $141,156 | $30,863 | $10,288iApproximate average salary by contribution assumption: employee only about $257,192 at 4% or $171,461 at 6%; with 50% employer match about $171,461 at 4% or $114,307 at 6%; with 100% employer match about $128,596 at 4% or $85,731 at 6%. |
| 2024 | 1 | 3 | $94,658 | $45,067 | $15,022iApproximate average salary by contribution assumption: employee only about $375,558 at 4% or $250,372 at 6%; with 50% employer match about $250,372 at 4% or $166,915 at 6%; with 100% employer match about $187,779 at 4% or $125,186 at 6%. |
| Everest Financial Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $94,658 | $45,067 | $15,022iApproximate average salary by contribution assumption: employee only about $375,558 at 4% or $250,372 at 6%; with 50% employer match about $250,372 at 4% or $166,915 at 6%; with 100% employer match about $187,779 at 4% or $125,186 at 6%. |
| 2023 | 1 | 3 | $41,425 | $29,420 | $9,807iApproximate average salary by contribution assumption: employee only about $245,167 at 4% or $163,444 at 6%; with 50% employer match about $163,444 at 4% or $108,963 at 6%; with 100% employer match about $122,583 at 4% or $81,722 at 6%. |
| Everest Financial Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $41,425 | $29,420 | $9,807iApproximate average salary by contribution assumption: employee only about $245,167 at 4% or $163,444 at 6%; with 50% employer match about $163,444 at 4% or $108,963 at 6%; with 100% employer match about $122,583 at 4% or $81,722 at 6%. |
| 2022 | 1 | 3 | $7,996 | $7,872 | $2,624iApproximate average salary by contribution assumption: employee only about $65,600 at 4% or $43,733 at 6%; with 50% employer match about $43,733 at 4% or $29,156 at 6%; with 100% employer match about $32,800 at 4% or $21,867 at 6%. |
| Everest Financial Advisors LLC 401(K) Profit Sharing Plan | - | 3 | $7,996 | $7,872 | $2,624iApproximate average salary by contribution assumption: employee only about $65,600 at 4% or $43,733 at 6%; with 50% employer match about $43,733 at 4% or $29,156 at 6%; with 100% employer match about $32,800 at 4% or $21,867 at 6%. |