Civic Intelligence

RAINTREE-EVERGREEN MANAGEMENT LLC

Plan context: RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN

EIN 33-1195267 • Dana Point, CA • 16 filings • 2 plans

34052 LA Plaza, Ste 201Dana Point, CA 92629
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$9,399,316

2025 Contributions

$748,466

Historical Graphs

Total Assets Over Time

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

$9,399,316$4,699,658$0201020182025YearValue
$9,399,316Latest year 2025

Participants Over Time

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

39200201020182025YearValue
38Latest 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
2025138$9,399,316$748,466$19,696iApproximate average salary by contribution assumption: employee only about $492,412 at 4% or $328,275 at 6%; with 50% employer match about $328,275 at 4% or $218,850 at 6%; with 100% employer match about $246,206 at 4% or $164,137 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-38$9,399,316$748,466$19,696iApproximate average salary by contribution assumption: employee only about $492,412 at 4% or $328,275 at 6%; with 50% employer match about $328,275 at 4% or $218,850 at 6%; with 100% employer match about $246,206 at 4% or $164,137 at 6%.
2024139$9,090,403$766,134$19,644iApproximate average salary by contribution assumption: employee only about $491,112 at 4% or $327,408 at 6%; with 50% employer match about $327,408 at 4% or $218,272 at 6%; with 100% employer match about $245,556 at 4% or $163,704 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-39$9,090,403$766,134$19,644iApproximate average salary by contribution assumption: employee only about $491,112 at 4% or $327,408 at 6%; with 50% employer match about $327,408 at 4% or $218,272 at 6%; with 100% employer match about $245,556 at 4% or $163,704 at 6%.
2023138$6,886,712$697,088$18,344iApproximate average salary by contribution assumption: employee only about $458,611 at 4% or $305,740 at 6%; with 50% employer match about $305,740 at 4% or $203,827 at 6%; with 100% employer match about $229,305 at 4% or $152,870 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-38$6,886,712$697,088$18,344iApproximate average salary by contribution assumption: employee only about $458,611 at 4% or $305,740 at 6%; with 50% employer match about $305,740 at 4% or $203,827 at 6%; with 100% employer match about $229,305 at 4% or $152,870 at 6%.
2022134$5,180,967$788,219$23,183iApproximate average salary by contribution assumption: employee only about $579,573 at 4% or $386,382 at 6%; with 50% employer match about $386,382 at 4% or $257,588 at 6%; with 100% employer match about $289,786 at 4% or $193,191 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-34$5,180,967$788,219$23,183iApproximate average salary by contribution assumption: employee only about $579,573 at 4% or $386,382 at 6%; with 50% employer match about $386,382 at 4% or $257,588 at 6%; with 100% employer match about $289,786 at 4% or $193,191 at 6%.
2021127$5,723,385$487,399$18,052iApproximate average salary by contribution assumption: employee only about $451,295 at 4% or $300,864 at 6%; with 50% employer match about $300,864 at 4% or $200,576 at 6%; with 100% employer match about $225,648 at 4% or $150,432 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-27$5,723,385$487,399$18,052iApproximate average salary by contribution assumption: employee only about $451,295 at 4% or $300,864 at 6%; with 50% employer match about $300,864 at 4% or $200,576 at 6%; with 100% employer match about $225,648 at 4% or $150,432 at 6%.
2020124$4,523,127$467,815$19,492iApproximate average salary by contribution assumption: employee only about $487,307 at 4% or $324,872 at 6%; with 50% employer match about $324,872 at 4% or $216,581 at 6%; with 100% employer match about $243,654 at 4% or $162,436 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-24$4,523,127$467,815$19,492iApproximate average salary by contribution assumption: employee only about $487,307 at 4% or $324,872 at 6%; with 50% employer match about $324,872 at 4% or $216,581 at 6%; with 100% employer match about $243,654 at 4% or $162,436 at 6%.
2019123$3,360,920$441,193$19,182iApproximate average salary by contribution assumption: employee only about $479,558 at 4% or $319,705 at 6%; with 50% employer match about $319,705 at 4% or $213,137 at 6%; with 100% employer match about $239,779 at 4% or $159,853 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-23$3,360,920$441,193$19,182iApproximate average salary by contribution assumption: employee only about $479,558 at 4% or $319,705 at 6%; with 50% employer match about $319,705 at 4% or $213,137 at 6%; with 100% employer match about $239,779 at 4% or $159,853 at 6%.
2018123$3,261,088$1,032,994$44,913iApproximate average salary by contribution assumption: employee only about $1,122,820 at 4% or $748,546 at 6%; with 50% employer match about $748,546 at 4% or $499,031 at 6%; with 100% employer match about $561,410 at 4% or $374,273 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-23$3,261,088$1,032,994$44,913iApproximate average salary by contribution assumption: employee only about $1,122,820 at 4% or $748,546 at 6%; with 50% employer match about $748,546 at 4% or $499,031 at 6%; with 100% employer match about $561,410 at 4% or $374,273 at 6%.
2017123$2,756,132$581,765$25,294iApproximate average salary by contribution assumption: employee only about $632,353 at 4% or $421,569 at 6%; with 50% employer match about $421,569 at 4% or $281,046 at 6%; with 100% employer match about $316,177 at 4% or $210,784 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-23$2,756,132$581,765$25,294iApproximate average salary by contribution assumption: employee only about $632,353 at 4% or $421,569 at 6%; with 50% employer match about $421,569 at 4% or $281,046 at 6%; with 100% employer match about $316,177 at 4% or $210,784 at 6%.
2016120$1,841,466$347,200$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-20$1,841,466$347,200$17,360iApproximate average salary by contribution assumption: employee only about $434,000 at 4% or $289,333 at 6%; with 50% employer match about $289,333 at 4% or $192,889 at 6%; with 100% employer match about $217,000 at 4% or $144,667 at 6%.
2015117$1,394,843$340,009$20,001iApproximate average salary by contribution assumption: employee only about $500,013 at 4% or $333,342 at 6%; with 50% employer match about $333,342 at 4% or $222,228 at 6%; with 100% employer match about $250,007 at 4% or $166,671 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-17$1,394,843$340,009$20,001iApproximate average salary by contribution assumption: employee only about $500,013 at 4% or $333,342 at 6%; with 50% employer match about $333,342 at 4% or $222,228 at 6%; with 100% employer match about $250,007 at 4% or $166,671 at 6%.
2014113$1,066,625$255,139$19,626iApproximate average salary by contribution assumption: employee only about $490,652 at 4% or $327,101 at 6%; with 50% employer match about $327,101 at 4% or $218,068 at 6%; with 100% employer match about $245,326 at 4% or $163,551 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-13$1,066,625$255,139$19,626iApproximate average salary by contribution assumption: employee only about $490,652 at 4% or $327,101 at 6%; with 50% employer match about $327,101 at 4% or $218,068 at 6%; with 100% employer match about $245,326 at 4% or $163,551 at 6%.
2013111$713,155$228,420$20,765iApproximate average salary by contribution assumption: employee only about $519,136 at 4% or $346,091 at 6%; with 50% employer match about $346,091 at 4% or $230,727 at 6%; with 100% employer match about $259,568 at 4% or $173,045 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-11$713,155$228,420$20,765iApproximate average salary by contribution assumption: employee only about $519,136 at 4% or $346,091 at 6%; with 50% employer match about $346,091 at 4% or $230,727 at 6%; with 100% employer match about $259,568 at 4% or $173,045 at 6%.
201218$374,683$174,548$21,819iApproximate average salary by contribution assumption: employee only about $545,463 at 4% or $363,642 at 6%; with 50% employer match about $363,642 at 4% or $242,428 at 6%; with 100% employer match about $272,731 at 4% or $181,821 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-8$374,683$174,548$21,819iApproximate average salary by contribution assumption: employee only about $545,463 at 4% or $363,642 at 6%; with 50% employer match about $363,642 at 4% or $242,428 at 6%; with 100% employer match about $272,731 at 4% or $181,821 at 6%.
201114$170,108$109,183$27,296iApproximate average salary by contribution assumption: employee only about $682,394 at 4% or $454,929 at 6%; with 50% employer match about $454,929 at 4% or $303,286 at 6%; with 100% employer match about $341,197 at 4% or $227,465 at 6%.
RAINTREE-EVERGREEN MANAGEMENT LLC 401K PLAN-4$170,108$109,183$27,296iApproximate average salary by contribution assumption: employee only about $682,394 at 4% or $454,929 at 6%; with 50% employer match about $454,929 at 4% or $303,286 at 6%; with 100% employer match about $341,197 at 4% or $227,465 at 6%.
201013$73,201$67,057$22,352iApproximate average salary by contribution assumption: employee only about $558,808 at 4% or $372,539 at 6%; with 50% employer match about $372,539 at 4% or $248,359 at 6%; with 100% employer match about $279,404 at 4% or $186,269 at 6%.
RAINTREE EVERGREEN MANAGEMENT LLC 401K PLAN-3$73,201$67,057$22,352iApproximate average salary by contribution assumption: employee only about $558,808 at 4% or $372,539 at 6%; with 50% employer match about $372,539 at 4% or $248,359 at 6%; with 100% employer match about $279,404 at 4% or $186,269 at 6%.