Civic Intelligence

Everhart Financial Group, Inc

Plan context: Everhart Financial Group Inc. 401 (K) Plan

EIN 31-1440043 • Dublin, OH • 36 filings • 7 plans

535 Metro Place South, Suite 100Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$16,953,062

2024 Contributions

$5,219,070

Historical Graphs

Total Assets Over Time

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

$16,953,062$8,476,531$0200120132024YearValue
$16,953,062Latest year 2024

Participants Over Time

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

66330200120132024YearValue
64Latest year 2024

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
2024164$16,953,062$5,219,070$81,548iApproximate average salary by contribution assumption: employee only about $2,038,699 at 4% or $1,359,133 at 6%; with 50% employer match about $1,359,133 at 4% or $906,089 at 6%; with 100% employer match about $1,019,350 at 4% or $679,566 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-64$16,953,062$5,219,070$81,548iApproximate average salary by contribution assumption: employee only about $2,038,699 at 4% or $1,359,133 at 6%; with 50% employer match about $1,359,133 at 4% or $906,089 at 6%; with 100% employer match about $1,019,350 at 4% or $679,566 at 6%.
2023266$9,415,927$1,581,636$23,964iApproximate average salary by contribution assumption: employee only about $599,105 at 4% or $399,403 at 6%; with 50% employer match about $399,403 at 4% or $266,269 at 6%; with 100% employer match about $299,552 at 4% or $199,702 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-66$9,415,927$1,581,636$23,964iApproximate average salary by contribution assumption: employee only about $599,105 at 4% or $399,403 at 6%; with 50% employer match about $399,403 at 4% or $266,269 at 6%; with 100% employer match about $299,552 at 4% or $199,702 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-0$0--
2022251$11,277,832$1,116,638$21,895iApproximate average salary by contribution assumption: employee only about $547,372 at 4% or $364,914 at 6%; with 50% employer match about $364,914 at 4% or $243,276 at 6%; with 100% employer match about $273,686 at 4% or $182,457 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-51$6,500,718$705,020$13,824iApproximate average salary by contribution assumption: employee only about $345,598 at 4% or $230,399 at 6%; with 50% employer match about $230,399 at 4% or $153,599 at 6%; with 100% employer match about $172,799 at 4% or $115,199 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-28$4,777,114$411,618$14,701iApproximate average salary by contribution assumption: employee only about $367,516 at 4% or $245,011 at 6%; with 50% employer match about $245,011 at 4% or $163,340 at 6%; with 100% employer match about $183,758 at 4% or $122,505 at 6%.
2021246$11,026,383$1,039,086$22,589iApproximate average salary by contribution assumption: employee only about $564,721 at 4% or $376,480 at 6%; with 50% employer match about $376,480 at 4% or $250,987 at 6%; with 100% employer match about $282,360 at 4% or $188,240 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-46$6,639,528$539,586$11,730iApproximate average salary by contribution assumption: employee only about $293,253 at 4% or $195,502 at 6%; with 50% employer match about $195,502 at 4% or $130,335 at 6%; with 100% employer match about $146,627 at 4% or $97,751 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-20$4,386,855$499,500$24,975iApproximate average salary by contribution assumption: employee only about $624,375 at 4% or $416,250 at 6%; with 50% employer match about $416,250 at 4% or $277,500 at 6%; with 100% employer match about $312,188 at 4% or $208,125 at 6%.
2020242$8,759,771$958,993$22,833iApproximate average salary by contribution assumption: employee only about $570,829 at 4% or $380,553 at 6%; with 50% employer match about $380,553 at 4% or $253,702 at 6%; with 100% employer match about $285,415 at 4% or $190,276 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-42$5,321,655$504,505$12,012iApproximate average salary by contribution assumption: employee only about $300,301 at 4% or $200,200 at 6%; with 50% employer match about $200,200 at 4% or $133,467 at 6%; with 100% employer match about $150,150 at 4% or $100,100 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-18$3,438,116$454,488$25,249iApproximate average salary by contribution assumption: employee only about $631,233 at 4% or $420,822 at 6%; with 50% employer match about $420,822 at 4% or $280,548 at 6%; with 100% employer match about $315,617 at 4% or $210,411 at 6%.
2019240$6,992,793$887,950$22,199iApproximate average salary by contribution assumption: employee only about $554,969 at 4% or $369,979 at 6%; with 50% employer match about $369,979 at 4% or $246,653 at 6%; with 100% employer match about $277,484 at 4% or $184,990 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-40$4,330,750$445,950$11,149iApproximate average salary by contribution assumption: employee only about $278,719 at 4% or $185,813 at 6%; with 50% employer match about $185,813 at 4% or $123,875 at 6%; with 100% employer match about $139,359 at 4% or $92,906 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-13$2,662,043$442,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
2018241$5,056,755$649,838$15,850iApproximate average salary by contribution assumption: employee only about $396,243 at 4% or $264,162 at 6%; with 50% employer match about $264,162 at 4% or $176,108 at 6%; with 100% employer match about $198,121 at 4% or $132,081 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-41$3,202,044$354,838$8,655iApproximate average salary by contribution assumption: employee only about $216,365 at 4% or $144,243 at 6%; with 50% employer match about $144,243 at 4% or $96,162 at 6%; with 100% employer match about $108,182 at 4% or $72,122 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-13$1,854,711$295,000$22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,205 at 6%; with 50% employer match about $378,205 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%.
2017239$4,880,963$731,255$18,750iApproximate average salary by contribution assumption: employee only about $468,753 at 4% or $312,502 at 6%; with 50% employer match about $312,502 at 4% or $208,335 at 6%; with 100% employer match about $234,377 at 4% or $156,251 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-39$3,140,008$416,555$10,681iApproximate average salary by contribution assumption: employee only about $267,022 at 4% or $178,015 at 6%; with 50% employer match about $178,015 at 4% or $118,677 at 6%; with 100% employer match about $133,511 at 4% or $89,007 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-15$1,740,955$314,700$20,980iApproximate average salary by contribution assumption: employee only about $524,500 at 4% or $349,667 at 6%; with 50% employer match about $349,667 at 4% or $233,111 at 6%; with 100% employer match about $262,250 at 4% or $174,833 at 6%.
2016230$3,353,857$644,649$21,488iApproximate average salary by contribution assumption: employee only about $537,208 at 4% or $358,138 at 6%; with 50% employer match about $358,138 at 4% or $238,759 at 6%; with 100% employer match about $268,604 at 4% or $179,069 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-30$2,224,821$365,649$12,188iApproximate average salary by contribution assumption: employee only about $304,708 at 4% or $203,138 at 6%; with 50% employer match about $203,138 at 4% or $135,426 at 6%; with 100% employer match about $152,354 at 4% or $101,569 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-10$1,129,036$279,000$27,900iApproximate average salary by contribution assumption: employee only about $697,500 at 4% or $465,000 at 6%; with 50% employer match about $465,000 at 4% or $310,000 at 6%; with 100% employer match about $348,750 at 4% or $232,500 at 6%.
2015224$2,460,360$552,883$23,037iApproximate average salary by contribution assumption: employee only about $575,920 at 4% or $383,947 at 6%; with 50% employer match about $383,947 at 4% or $255,964 at 6%; with 100% employer match about $287,960 at 4% or $191,973 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-24$1,705,929$248,883$10,370iApproximate average salary by contribution assumption: employee only about $259,253 at 4% or $172,835 at 6%; with 50% employer match about $172,835 at 4% or $115,224 at 6%; with 100% employer match about $129,627 at 4% or $86,418 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-9$754,431$304,000$33,778iApproximate average salary by contribution assumption: employee only about $844,444 at 4% or $562,963 at 6%; with 50% employer match about $562,963 at 4% or $375,309 at 6%; with 100% employer match about $422,222 at 4% or $281,481 at 6%.
2014219$1,927,545$640,638$33,718iApproximate average salary by contribution assumption: employee only about $842,945 at 4% or $561,963 at 6%; with 50% employer match about $561,963 at 4% or $374,642 at 6%; with 100% employer match about $421,472 at 4% or $280,982 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-19$1,472,979$367,638$19,349iApproximate average salary by contribution assumption: employee only about $483,734 at 4% or $322,489 at 6%; with 50% employer match about $322,489 at 4% or $214,993 at 6%; with 100% employer match about $241,867 at 4% or $161,245 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-7$454,566$273,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
2013215$1,230,172$342,015$22,801iApproximate average salary by contribution assumption: employee only about $570,025 at 4% or $380,017 at 6%; with 50% employer match about $380,017 at 4% or $253,344 at 6%; with 100% employer match about $285,013 at 4% or $190,008 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-15$1,060,832$181,415$12,094iApproximate average salary by contribution assumption: employee only about $302,358 at 4% or $201,572 at 6%; with 50% employer match about $201,572 at 4% or $134,381 at 6%; with 100% employer match about $151,179 at 4% or $100,786 at 6%.
Everhart Financial Group Inc. Cash Balance Plan-4$169,340$160,600$40,150iApproximate average salary by contribution assumption: employee only about $1,003,750 at 4% or $669,167 at 6%; with 50% employer match about $669,167 at 4% or $446,111 at 6%; with 100% employer match about $501,875 at 4% or $334,583 at 6%.
201219$675,005$103,403$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,487 at 6%; with 50% employer match about $191,487 at 4% or $127,658 at 6%; with 100% employer match about $143,615 at 4% or $95,744 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-9$675,005$103,403$11,489iApproximate average salary by contribution assumption: employee only about $287,231 at 4% or $191,487 at 6%; with 50% employer match about $191,487 at 4% or $127,658 at 6%; with 100% employer match about $143,615 at 4% or $95,744 at 6%.
201116$476,472$75,766$12,628iApproximate average salary by contribution assumption: employee only about $315,692 at 4% or $210,461 at 6%; with 50% employer match about $210,461 at 4% or $140,307 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$476,472$75,766$12,628iApproximate average salary by contribution assumption: employee only about $315,692 at 4% or $210,461 at 6%; with 50% employer match about $210,461 at 4% or $140,307 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%.
201015$424,834$64,560$12,912iApproximate average salary by contribution assumption: employee only about $322,800 at 4% or $215,200 at 6%; with 50% employer match about $215,200 at 4% or $143,467 at 6%; with 100% employer match about $161,400 at 4% or $107,600 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-5$424,834$64,560$12,912iApproximate average salary by contribution assumption: employee only about $322,800 at 4% or $215,200 at 6%; with 50% employer match about $215,200 at 4% or $143,467 at 6%; with 100% employer match about $161,400 at 4% or $107,600 at 6%.
200928$561,243$65,049$8,131iApproximate average salary by contribution assumption: employee only about $203,278 at 4% or $135,519 at 6%; with 50% employer match about $135,519 at 4% or $90,346 at 6%; with 100% employer match about $101,639 at 4% or $67,759 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-8$561,243$65,049$8,131iApproximate average salary by contribution assumption: employee only about $203,278 at 4% or $135,519 at 6%; with 50% employer match about $135,519 at 4% or $90,346 at 6%; with 100% employer match about $101,639 at 4% or $67,759 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-----
200810$362,991$89,510-
Everhart Financial Group Inc. 401 (K) Plan-0$362,991$89,510-
200716$472,457$88,319$14,720iApproximate average salary by contribution assumption: employee only about $367,996 at 4% or $245,331 at 6%; with 50% employer match about $245,331 at 4% or $163,554 at 6%; with 100% employer match about $183,998 at 4% or $122,665 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$472,457$88,319$14,720iApproximate average salary by contribution assumption: employee only about $367,996 at 4% or $245,331 at 6%; with 50% employer match about $245,331 at 4% or $163,554 at 6%; with 100% employer match about $183,998 at 4% or $122,665 at 6%.
200618$372,079$87,517$10,940iApproximate average salary by contribution assumption: employee only about $273,491 at 4% or $182,327 at 6%; with 50% employer match about $182,327 at 4% or $121,551 at 6%; with 100% employer match about $136,745 at 4% or $91,164 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-8$372,079$87,517$10,940iApproximate average salary by contribution assumption: employee only about $273,491 at 4% or $182,327 at 6%; with 50% employer match about $182,327 at 4% or $121,551 at 6%; with 100% employer match about $136,745 at 4% or $91,164 at 6%.
200516$249,987$52,373$8,729iApproximate average salary by contribution assumption: employee only about $218,221 at 4% or $145,481 at 6%; with 50% employer match about $145,481 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$249,987$52,373$8,729iApproximate average salary by contribution assumption: employee only about $218,221 at 4% or $145,481 at 6%; with 50% employer match about $145,481 at 4% or $96,987 at 6%; with 100% employer match about $109,110 at 4% or $72,740 at 6%.
200416$173,666$43,045$7,174iApproximate average salary by contribution assumption: employee only about $179,354 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,785 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$173,666$43,045$7,174iApproximate average salary by contribution assumption: employee only about $179,354 at 4% or $119,569 at 6%; with 50% employer match about $119,569 at 4% or $79,713 at 6%; with 100% employer match about $89,677 at 4% or $59,785 at 6%.
200316$112,498$39,027$6,505iApproximate average salary by contribution assumption: employee only about $162,613 at 4% or $108,408 at 6%; with 50% employer match about $108,408 at 4% or $72,272 at 6%; with 100% employer match about $81,306 at 4% or $54,204 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$112,498$39,027$6,505iApproximate average salary by contribution assumption: employee only about $162,613 at 4% or $108,408 at 6%; with 50% employer match about $108,408 at 4% or $72,272 at 6%; with 100% employer match about $81,306 at 4% or $54,204 at 6%.
200215$49,554$23,632$4,726iApproximate average salary by contribution assumption: employee only about $118,160 at 4% or $78,773 at 6%; with 50% employer match about $78,773 at 4% or $52,516 at 6%; with 100% employer match about $59,080 at 4% or $39,387 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-5$49,554$23,632$4,726iApproximate average salary by contribution assumption: employee only about $118,160 at 4% or $78,773 at 6%; with 50% employer match about $78,773 at 4% or $52,516 at 6%; with 100% employer match about $59,080 at 4% or $39,387 at 6%.
200116$21,789$21,679$3,613iApproximate average salary by contribution assumption: employee only about $90,329 at 4% or $60,219 at 6%; with 50% employer match about $60,219 at 4% or $40,146 at 6%; with 100% employer match about $45,165 at 4% or $30,110 at 6%.
Everhart Financial Group Inc. 401 (K) Plan-6$21,789$21,679$3,613iApproximate average salary by contribution assumption: employee only about $90,329 at 4% or $60,219 at 6%; with 50% employer match about $60,219 at 4% or $40,146 at 6%; with 100% employer match about $45,165 at 4% or $30,110 at 6%.