Civic Intelligence

Everest Financial Inc.

Plan context: Everest Financial 401(K) Retirement Plan

EIN 31-1462291 • Fort Mitchell, KY • 15 filings • 3 plans

305 Artillery Park Drive, Suite 202Fort Mitchell, KY 41017
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$566,160

2025 Contributions

$144,575

Historical Graphs

Total Assets Over Time

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

$566,160$283,080$0200320212025YearValue
$566,160Latest year 2025

Participants Over Time

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

420200220212025YearValue
2Latest 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
202512$566,160$144,575$72,288iApproximate average salary by contribution assumption: employee only about $1,807,188 at 4% or $1,204,792 at 6%; with 50% employer match about $1,204,792 at 4% or $803,194 at 6%; with 100% employer match about $903,594 at 4% or $602,396 at 6%.
Everest Financial 401(K) Retirement Plan-2$566,160$144,575$72,288iApproximate average salary by contribution assumption: employee only about $1,807,188 at 4% or $1,204,792 at 6%; with 50% employer match about $1,204,792 at 4% or $803,194 at 6%; with 100% employer match about $903,594 at 4% or $602,396 at 6%.
202423$391,085$125,546$41,849iApproximate average salary by contribution assumption: employee only about $1,046,217 at 4% or $697,478 at 6%; with 50% employer match about $697,478 at 4% or $464,985 at 6%; with 100% employer match about $523,108 at 4% or $348,739 at 6%.
Everest Financial 401(K) Retirement Plan-2$387,365$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
EVEREST FINANCIAL INC CBS BENEFIT PLAN-3$3,720$25,546$8,515iApproximate average salary by contribution assumption: employee only about $212,883 at 4% or $141,922 at 6%; with 50% employer match about $141,922 at 4% or $94,615 at 6%; with 100% employer match about $106,442 at 4% or $70,961 at 6%.
202323$281,086$145,476$48,492iApproximate average salary by contribution assumption: employee only about $1,212,300 at 4% or $808,200 at 6%; with 50% employer match about $808,200 at 4% or $538,800 at 6%; with 100% employer match about $606,150 at 4% or $404,100 at 6%.
Everest Financial 401(K) Retirement Plan-2$278,088$123,000$61,500iApproximate average salary by contribution assumption: employee only about $1,537,500 at 4% or $1,025,000 at 6%; with 50% employer match about $1,025,000 at 4% or $683,333 at 6%; with 100% employer match about $768,750 at 4% or $512,500 at 6%.
EVEREST FINANCIAL INC CBS BENEFIT PLAN-3$2,998$22,476$7,492iApproximate average salary by contribution assumption: employee only about $187,300 at 4% or $124,867 at 6%; with 50% employer match about $124,867 at 4% or $83,244 at 6%; with 100% employer match about $93,650 at 4% or $62,433 at 6%.
202222$134,859$121,383$60,692iApproximate average salary by contribution assumption: employee only about $1,517,288 at 4% or $1,011,525 at 6%; with 50% employer match about $1,011,525 at 4% or $674,350 at 6%; with 100% employer match about $758,644 at 4% or $505,763 at 6%.
Everest Financial 401(K) Retirement Plan-2$132,933$101,050$50,525iApproximate average salary by contribution assumption: employee only about $1,263,125 at 4% or $842,083 at 6%; with 50% employer match about $842,083 at 4% or $561,389 at 6%; with 100% employer match about $631,563 at 4% or $421,042 at 6%.
EVEREST FINANCIAL INC CBS BENEFIT PLAN-2$1,926$20,333$10,167iApproximate average salary by contribution assumption: employee only about $254,163 at 4% or $169,442 at 6%; with 50% employer match about $169,442 at 4% or $112,961 at 6%; with 100% employer match about $127,081 at 4% or $84,721 at 6%.
202122$41,734$58,894$29,447iApproximate average salary by contribution assumption: employee only about $736,175 at 4% or $490,783 at 6%; with 50% employer match about $490,783 at 4% or $327,189 at 6%; with 100% employer match about $368,088 at 4% or $245,392 at 6%.
Everest Financial 401(K) Retirement Plan-2$40,276$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
EVEREST FINANCIAL INC CBS BENEFIT PLAN-2$1,458$18,894$9,447iApproximate average salary by contribution assumption: employee only about $236,175 at 4% or $157,450 at 6%; with 50% employer match about $157,450 at 4% or $104,967 at 6%; with 100% employer match about $118,088 at 4% or $78,725 at 6%.
202012$780$7,871$3,936iApproximate average salary by contribution assumption: employee only about $98,388 at 4% or $65,592 at 6%; with 50% employer match about $65,592 at 4% or $43,728 at 6%; with 100% employer match about $49,194 at 4% or $32,796 at 6%.
EVEREST FINANCIAL INC CBS BENEFIT PLAN-2$780$7,871$3,936iApproximate average salary by contribution assumption: employee only about $98,388 at 4% or $65,592 at 6%; with 50% employer match about $65,592 at 4% or $43,728 at 6%; with 100% employer match about $49,194 at 4% or $32,796 at 6%.
200610$0$0-
Everest Financial 401(K) Retirement Plan-0---
200512$190,239$36,087$18,044iApproximate average salary by contribution assumption: employee only about $451,088 at 4% or $300,725 at 6%; with 50% employer match about $300,725 at 4% or $200,483 at 6%; with 100% employer match about $225,544 at 4% or $150,363 at 6%.
Everest Financial 401(K) Retirement Plan-2$190,239$36,087$18,044iApproximate average salary by contribution assumption: employee only about $451,088 at 4% or $300,725 at 6%; with 50% employer match about $300,725 at 4% or $200,483 at 6%; with 100% employer match about $225,544 at 4% or $150,363 at 6%.
200412$140,093$69,676$34,838iApproximate average salary by contribution assumption: employee only about $870,950 at 4% or $580,633 at 6%; with 50% employer match about $580,633 at 4% or $387,089 at 6%; with 100% employer match about $435,475 at 4% or $290,317 at 6%.
Everest Financial 401(K) Retirement Plan-2$140,093$69,676$34,838iApproximate average salary by contribution assumption: employee only about $870,950 at 4% or $580,633 at 6%; with 50% employer match about $580,633 at 4% or $387,089 at 6%; with 100% employer match about $435,475 at 4% or $290,317 at 6%.
200314$70,266$26,287$6,572iApproximate average salary by contribution assumption: employee only about $164,294 at 4% or $109,529 at 6%; with 50% employer match about $109,529 at 4% or $73,019 at 6%; with 100% employer match about $82,147 at 4% or $54,765 at 6%.
Everest Financial 401(K) Retirement Plan-4$70,266$26,287$6,572iApproximate average salary by contribution assumption: employee only about $164,294 at 4% or $109,529 at 6%; with 50% employer match about $109,529 at 4% or $73,019 at 6%; with 100% employer match about $82,147 at 4% or $54,765 at 6%.
200213$0$0-
Everest Financial 401(K) Retirement Plan-3---