Everett Financial Services Inc.
Plan context: Everett Financial Services Inc. Profit Sharing Plan
EIN 27-3334140 • 11 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$410,563
2020 Contributions
$269,460
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2019 | 1 | 4 | $410,563 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 4 | $410,563 | - | - |
| 2018 | 1 | 3 | $414,013 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 3 | $414,013 | - | - |
| 2017 | 1 | 2 | $519,039 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 2 | $519,039 | - | - |
| 2016 | 1 | 3 | $489,840 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 3 | $489,840 | - | - |
| 2015 | 1 | 3 | $477,109 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 3 | $477,109 | - | - |
| 2014 | 1 | 2 | $442,348 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 2 | $442,348 | - | - |
| 2013 | 1 | 3 | $401,372 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 3 | $401,372 | - | - |
| 2012 | 1 | 2 | $197,972 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 2 | $197,972 | - | - |
| 2011 | 1 | 2 | $146,770 | $0 | - |
| Everett Financial Services Inc. Profit Sharing Plan | - | 2 | $146,770 | - | - |
| 2010 | 1 | 1 | $95,770 | $269,460 | $269,460iApproximate average salary by contribution assumption: employee only about $6,736,500 at 4% or $4,491,000 at 6%; with 50% employer match about $4,491,000 at 4% or $2,994,000 at 6%; with 100% employer match about $3,368,250 at 4% or $2,245,500 at 6%. |
| Everett Financial Services Inc. Profit Sharing Plan | - | 1 | $95,770 | $269,460 | $269,460iApproximate average salary by contribution assumption: employee only about $6,736,500 at 4% or $4,491,000 at 6%; with 50% employer match about $4,491,000 at 4% or $2,994,000 at 6%; with 100% employer match about $3,368,250 at 4% or $2,245,500 at 6%. |