Civic Intelligence

Evergreen Advisors Inc

Plan context: Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust

EIN 35-2188030 • Covington, KY • 22 filings • 6 plans

40 W 5th StCovington, KY 41011-1402
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$956,928

2024 Contributions

$51,658

Historical Graphs

Total Assets Over Time

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

$956,928$478,464$0200320142024YearValue
$956,928Latest year 2024

Participants Over Time

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

530200320142024YearValue
2Latest 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
202412$956,928$51,658$25,829iApproximate average salary by contribution assumption: employee only about $645,725 at 4% or $430,483 at 6%; with 50% employer match about $430,483 at 4% or $286,989 at 6%; with 100% employer match about $322,863 at 4% or $215,242 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$956,928$51,658$25,829iApproximate average salary by contribution assumption: employee only about $645,725 at 4% or $430,483 at 6%; with 50% employer match about $430,483 at 4% or $286,989 at 6%; with 100% employer match about $322,863 at 4% or $215,242 at 6%.
202312$814,822$48,850$24,425iApproximate average salary by contribution assumption: employee only about $610,625 at 4% or $407,083 at 6%; with 50% employer match about $407,083 at 4% or $271,389 at 6%; with 100% employer match about $305,313 at 4% or $203,542 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$814,822$48,850$24,425iApproximate average salary by contribution assumption: employee only about $610,625 at 4% or $407,083 at 6%; with 50% employer match about $407,083 at 4% or $271,389 at 6%; with 100% employer match about $305,313 at 4% or $203,542 at 6%.
202212$659,753$54,510$27,255iApproximate average salary by contribution assumption: employee only about $681,375 at 4% or $454,250 at 6%; with 50% employer match about $454,250 at 4% or $302,833 at 6%; with 100% employer match about $340,688 at 4% or $227,125 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$659,753$54,510$27,255iApproximate average salary by contribution assumption: employee only about $681,375 at 4% or $454,250 at 6%; with 50% employer match about $454,250 at 4% or $302,833 at 6%; with 100% employer match about $340,688 at 4% or $227,125 at 6%.
202112$729,701$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$729,701$47,654$23,827iApproximate average salary by contribution assumption: employee only about $595,675 at 4% or $397,117 at 6%; with 50% employer match about $397,117 at 4% or $264,744 at 6%; with 100% employer match about $297,838 at 4% or $198,558 at 6%.
202012$655,086$32,920$16,460iApproximate average salary by contribution assumption: employee only about $411,500 at 4% or $274,333 at 6%; with 50% employer match about $274,333 at 4% or $182,889 at 6%; with 100% employer match about $205,750 at 4% or $137,167 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$655,086$32,920$16,460iApproximate average salary by contribution assumption: employee only about $411,500 at 4% or $274,333 at 6%; with 50% employer match about $274,333 at 4% or $182,889 at 6%; with 100% employer match about $205,750 at 4% or $137,167 at 6%.
201912$590,043$36,914$18,457iApproximate average salary by contribution assumption: employee only about $461,425 at 4% or $307,617 at 6%; with 50% employer match about $307,617 at 4% or $205,078 at 6%; with 100% employer match about $230,713 at 4% or $153,808 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$590,043$36,914$18,457iApproximate average salary by contribution assumption: employee only about $461,425 at 4% or $307,617 at 6%; with 50% employer match about $307,617 at 4% or $205,078 at 6%; with 100% employer match about $230,713 at 4% or $153,808 at 6%.
201812$475,423$24,364$12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$475,423$24,364$12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%.
201712$481,999$27,614$13,807iApproximate average salary by contribution assumption: employee only about $345,175 at 4% or $230,117 at 6%; with 50% employer match about $230,117 at 4% or $153,411 at 6%; with 100% employer match about $172,588 at 4% or $115,058 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$481,999$27,614$13,807iApproximate average salary by contribution assumption: employee only about $345,175 at 4% or $230,117 at 6%; with 50% employer match about $230,117 at 4% or $153,411 at 6%; with 100% employer match about $172,588 at 4% or $115,058 at 6%.
201612$401,307$27,181$13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$401,307$27,181$13,591iApproximate average salary by contribution assumption: employee only about $339,763 at 4% or $226,508 at 6%; with 50% employer match about $226,508 at 4% or $151,006 at 6%; with 100% employer match about $169,881 at 4% or $113,254 at 6%.
201512$352,271$26,940$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-2$352,271$26,940$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
201413$340,578$28,403$9,468iApproximate average salary by contribution assumption: employee only about $236,692 at 4% or $157,794 at 6%; with 50% employer match about $157,794 at 4% or $105,196 at 6%; with 100% employer match about $118,346 at 4% or $78,897 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-3$340,578$28,403$9,468iApproximate average salary by contribution assumption: employee only about $236,692 at 4% or $157,794 at 6%; with 50% employer match about $157,794 at 4% or $105,196 at 6%; with 100% employer match about $118,346 at 4% or $78,897 at 6%.
201313$315,850$30,825$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-3$315,850$30,825$10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%.
201214$307,185$30,933$7,733iApproximate average salary by contribution assumption: employee only about $193,331 at 4% or $128,888 at 6%; with 50% employer match about $128,888 at 4% or $85,925 at 6%; with 100% employer match about $96,666 at 4% or $64,444 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-4$307,185$30,933$7,733iApproximate average salary by contribution assumption: employee only about $193,331 at 4% or $128,888 at 6%; with 50% employer match about $128,888 at 4% or $85,925 at 6%; with 100% employer match about $96,666 at 4% or $64,444 at 6%.
201113$288,829$28,720$9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-3$288,829$28,720$9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%.
201015$255,559$25,870$5,174iApproximate average salary by contribution assumption: employee only about $129,350 at 4% or $86,233 at 6%; with 50% employer match about $86,233 at 4% or $57,489 at 6%; with 100% employer match about $64,675 at 4% or $43,117 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-5$255,559$25,870$5,174iApproximate average salary by contribution assumption: employee only about $129,350 at 4% or $86,233 at 6%; with 50% employer match about $86,233 at 4% or $57,489 at 6%; with 100% employer match about $64,675 at 4% or $43,117 at 6%.
200914$316,274$19,594$4,899iApproximate average salary by contribution assumption: employee only about $122,463 at 4% or $81,642 at 6%; with 50% employer match about $81,642 at 4% or $54,428 at 6%; with 100% employer match about $61,231 at 4% or $40,821 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-4$316,274$19,594$4,899iApproximate average salary by contribution assumption: employee only about $122,463 at 4% or $81,642 at 6%; with 50% employer match about $81,642 at 4% or $54,428 at 6%; with 100% employer match about $61,231 at 4% or $40,821 at 6%.
200813$282,140$31,587$10,529iApproximate average salary by contribution assumption: employee only about $263,225 at 4% or $175,483 at 6%; with 50% employer match about $175,483 at 4% or $116,989 at 6%; with 100% employer match about $131,613 at 4% or $87,742 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-3$282,140$31,587$10,529iApproximate average salary by contribution assumption: employee only about $263,225 at 4% or $175,483 at 6%; with 50% employer match about $175,483 at 4% or $116,989 at 6%; with 100% employer match about $131,613 at 4% or $87,742 at 6%.
200714$307,986$28,331$7,083iApproximate average salary by contribution assumption: employee only about $177,069 at 4% or $118,046 at 6%; with 50% employer match about $118,046 at 4% or $78,697 at 6%; with 100% employer match about $88,534 at 4% or $59,023 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-4$307,986$28,331$7,083iApproximate average salary by contribution assumption: employee only about $177,069 at 4% or $118,046 at 6%; with 50% employer match about $118,046 at 4% or $78,697 at 6%; with 100% employer match about $88,534 at 4% or $59,023 at 6%.
200615$300,497$29,111$5,822iApproximate average salary by contribution assumption: employee only about $145,555 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,691 at 6%; with 100% employer match about $72,778 at 4% or $48,518 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-5$300,497$29,111$5,822iApproximate average salary by contribution assumption: employee only about $145,555 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,691 at 6%; with 100% employer match about $72,778 at 4% or $48,518 at 6%.
200513$0$0-
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-3---
200414$203,085$30,045$7,511iApproximate average salary by contribution assumption: employee only about $187,781 at 4% or $125,188 at 6%; with 50% employer match about $125,188 at 4% or $83,458 at 6%; with 100% employer match about $93,891 at 4% or $62,594 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-4$203,085$30,045$7,511iApproximate average salary by contribution assumption: employee only about $187,781 at 4% or $125,188 at 6%; with 50% employer match about $125,188 at 4% or $83,458 at 6%; with 100% employer match about $93,891 at 4% or $62,594 at 6%.
200314$161,705$126,273$31,568iApproximate average salary by contribution assumption: employee only about $789,206 at 4% or $526,138 at 6%; with 50% employer match about $526,138 at 4% or $350,758 at 6%; with 100% employer match about $394,603 at 4% or $263,069 at 6%.
Evergreen Advisors Inc 401(K) Profit Sharing Plan & Trust-4$161,705$126,273$31,568iApproximate average salary by contribution assumption: employee only about $789,206 at 4% or $526,138 at 6%; with 50% employer match about $526,138 at 4% or $350,758 at 6%; with 100% employer match about $394,603 at 4% or $263,069 at 6%.
Evergreen Advisors Inc | EIN 35-2188030 | 2024 Form 5500 Company Profile