Civic Intelligence

Evergreen Retirement Community, Inc

Plan context: Evergreen Retirement Community Inc. 403(B) Plan

EIN 39-1081800 • Oshkosh, WI • 51 filings • 7 plans

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1130 N Westfield StOshkosh, WI 54902-3217
Current Snapshot

Latest Year

2024

2024 Participants

326

2024 Assets

$12,186,236

2024 Contributions

$995,277

Historical Graphs

Total Assets Over Time

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

$13,783,154$6,891,577$0201020172024YearValue
$12,186,236Latest year 2024

Participants Over Time

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

3841920199920122024YearValue
326Latest 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
20242326$12,186,236$995,277$3,053iApproximate average salary by contribution assumption: employee only about $76,325 at 4% or $50,883 at 6%; with 50% employer match about $50,883 at 4% or $33,922 at 6%; with 100% employer match about $38,162 at 4% or $25,442 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-326$12,186,236$995,277$3,053iApproximate average salary by contribution assumption: employee only about $76,325 at 4% or $50,883 at 6%; with 50% employer match about $50,883 at 4% or $33,922 at 6%; with 100% employer match about $38,162 at 4% or $25,442 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-244---
20232297$11,791,946$730,272$2,459iApproximate average salary by contribution assumption: employee only about $61,471 at 4% or $40,980 at 6%; with 50% employer match about $40,980 at 4% or $27,320 at 6%; with 100% employer match about $30,735 at 4% or $20,490 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-297$11,791,946$730,272$2,459iApproximate average salary by contribution assumption: employee only about $61,471 at 4% or $40,980 at 6%; with 50% employer match about $40,980 at 4% or $27,320 at 6%; with 100% employer match about $30,735 at 4% or $20,490 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-204---
20222384$11,582,568$809,035$2,107iApproximate average salary by contribution assumption: employee only about $52,672 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,410 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-384$11,582,568$809,035$2,107iApproximate average salary by contribution assumption: employee only about $52,672 at 4% or $35,114 at 6%; with 50% employer match about $35,114 at 4% or $23,410 at 6%; with 100% employer match about $26,336 at 4% or $17,557 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-158---
20212274$13,651,925$939,317$3,428iApproximate average salary by contribution assumption: employee only about $85,704 at 4% or $57,136 at 6%; with 50% employer match about $57,136 at 4% or $38,091 at 6%; with 100% employer match about $42,852 at 4% or $28,568 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-274$13,651,925$939,317$3,428iApproximate average salary by contribution assumption: employee only about $85,704 at 4% or $57,136 at 6%; with 50% employer match about $57,136 at 4% or $38,091 at 6%; with 100% employer match about $42,852 at 4% or $28,568 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-160---
20202310$13,783,154$665,846$2,148iApproximate average salary by contribution assumption: employee only about $53,697 at 4% or $35,798 at 6%; with 50% employer match about $35,798 at 4% or $23,865 at 6%; with 100% employer match about $26,849 at 4% or $17,899 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-310$13,783,154$665,846$2,148iApproximate average salary by contribution assumption: employee only about $53,697 at 4% or $35,798 at 6%; with 50% employer match about $35,798 at 4% or $23,865 at 6%; with 100% employer match about $26,849 at 4% or $17,899 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-188---
20192305$11,877,958$607,501$1,992iApproximate average salary by contribution assumption: employee only about $49,795 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,598 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-305$11,877,958$607,501$1,992iApproximate average salary by contribution assumption: employee only about $49,795 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,598 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-162---
20182294$9,926,673$598,178$2,035iApproximate average salary by contribution assumption: employee only about $50,865 at 4% or $33,910 at 6%; with 50% employer match about $33,910 at 4% or $22,607 at 6%; with 100% employer match about $25,433 at 4% or $16,955 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-294$9,926,673$598,178$2,035iApproximate average salary by contribution assumption: employee only about $50,865 at 4% or $33,910 at 6%; with 50% employer match about $33,910 at 4% or $22,607 at 6%; with 100% employer match about $25,433 at 4% or $16,955 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-190---
20172351$10,038,384$625,415$1,782iApproximate average salary by contribution assumption: employee only about $44,545 at 4% or $29,697 at 6%; with 50% employer match about $29,697 at 4% or $19,798 at 6%; with 100% employer match about $22,273 at 4% or $14,848 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-351$10,038,384$625,415$1,782iApproximate average salary by contribution assumption: employee only about $44,545 at 4% or $29,697 at 6%; with 50% employer match about $29,697 at 4% or $19,798 at 6%; with 100% employer match about $22,273 at 4% or $14,848 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-189---
20162375$8,536,629$552,325$1,473iApproximate average salary by contribution assumption: employee only about $36,822 at 4% or $24,548 at 6%; with 50% employer match about $24,548 at 4% or $16,365 at 6%; with 100% employer match about $18,411 at 4% or $12,274 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-375$8,536,629$552,325$1,473iApproximate average salary by contribution assumption: employee only about $36,822 at 4% or $24,548 at 6%; with 50% employer match about $24,548 at 4% or $16,365 at 6%; with 100% employer match about $18,411 at 4% or $12,274 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-181---
20152299$8,491,054$666,754$2,230iApproximate average salary by contribution assumption: employee only about $55,749 at 4% or $37,166 at 6%; with 50% employer match about $37,166 at 4% or $24,777 at 6%; with 100% employer match about $27,874 at 4% or $18,583 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-299$8,491,054$666,754$2,230iApproximate average salary by contribution assumption: employee only about $55,749 at 4% or $37,166 at 6%; with 50% employer match about $37,166 at 4% or $24,777 at 6%; with 100% employer match about $27,874 at 4% or $18,583 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-285---
20142300$8,647,178$585,529$1,952iApproximate average salary by contribution assumption: employee only about $48,794 at 4% or $32,529 at 6%; with 50% employer match about $32,529 at 4% or $21,686 at 6%; with 100% employer match about $24,397 at 4% or $16,265 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-300$8,647,178$585,529$1,952iApproximate average salary by contribution assumption: employee only about $48,794 at 4% or $32,529 at 6%; with 50% employer match about $32,529 at 4% or $21,686 at 6%; with 100% employer match about $24,397 at 4% or $16,265 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-204---
20132252$8,069,050$529,206$2,100iApproximate average salary by contribution assumption: employee only about $52,501 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,334 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-252$8,069,050$529,206$2,100iApproximate average salary by contribution assumption: employee only about $52,501 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,334 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-194---
20122255$7,010,393$565,248$2,217iApproximate average salary by contribution assumption: employee only about $55,416 at 4% or $36,944 at 6%; with 50% employer match about $36,944 at 4% or $24,630 at 6%; with 100% employer match about $27,708 at 4% or $18,472 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-255$7,010,393$565,248$2,217iApproximate average salary by contribution assumption: employee only about $55,416 at 4% or $36,944 at 6%; with 50% employer match about $36,944 at 4% or $24,630 at 6%; with 100% employer match about $27,708 at 4% or $18,472 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-154---
20112255$6,478,775$554,851$2,176iApproximate average salary by contribution assumption: employee only about $54,397 at 4% or $36,265 at 6%; with 50% employer match about $36,265 at 4% or $24,177 at 6%; with 100% employer match about $27,199 at 4% or $18,132 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-255$6,478,775$554,851$2,176iApproximate average salary by contribution assumption: employee only about $54,397 at 4% or $36,265 at 6%; with 50% employer match about $36,265 at 4% or $24,177 at 6%; with 100% employer match about $27,199 at 4% or $18,132 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-172---
20102297$6,298,823$578,501$1,948iApproximate average salary by contribution assumption: employee only about $48,695 at 4% or $32,464 at 6%; with 50% employer match about $32,464 at 4% or $21,642 at 6%; with 100% employer match about $24,348 at 4% or $16,232 at 6%.
Evergreen Retirement Community Inc. 403(B) Plan-291$6,298,823$578,501$1,988iApproximate average salary by contribution assumption: employee only about $49,699 at 4% or $33,133 at 6%; with 50% employer match about $33,133 at 4% or $22,089 at 6%; with 100% employer match about $24,850 at 4% or $16,566 at 6%.
Evergreen Retirement Community Inc. Medical Protection Plan-297---
20092193$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-193---
Evergreen Retirement Community Inc. 403(B) Plan-----
20081181$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-181---
20072188$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-188---
Evergreen Retirement Community Inc. 403(B) Plan-0---
20062183$0$0-
Evergreen Retirement Community Inc. 403(B) Plan-0---
Evergreen Retirement Community Inc. Medical Protection Plan-183---
20052182$0$0-
Evergreen Retirement Community Inc. 403(B) Plan-0---
Evergreen Retirement Community Inc. Medical Protection Plan-182---
20042177$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-177---
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---
20032179$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-179---
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---
20022184$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-184---
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---
20012163$0$0-
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---
Evergreen Retirement Community Inc. Medical Protection Plan-163---
20002143$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-143---
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---
19992139$0$0-
Evergreen Retirement Community Inc. Medical Protection Plan-139---
Evergreen Retirement Community Inc. 403B Tax Deferred Annuity Plan-0---