Civic Intelligence

Encompass Financial Services

Plan context: Encompass Employee Benefit Trust

EIN 45-1838367 • Anacortes, WA • 7 filings • 1 plans

3110 Commercial AveAnacortes, WA 98221
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$190,976

2021 Contributions

$5,200

Historical Graphs

Total Assets Over Time

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

$296,493$148,247$0201520182021YearValue
$190,976Latest year 2021

Participants Over Time

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

210201520182021YearValue
1Latest year 2021

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
202111$190,976$0-
Encompass Employee Benefit Trust-1$190,976--
202011$296,493$0-
Encompass Employee Benefit Trust-1$296,493--
201911$288,916$0-
Encompass Employee Benefit Trust-1$288,916--
201811$253,416$0-
Encompass Employee Benefit Trust-1$253,416--
201712$252,774$5,200$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
Encompass Employee Benefit Trust-2$252,774$5,200$2,600iApproximate average salary by contribution assumption: employee only about $65,000 at 4% or $43,333 at 6%; with 50% employer match about $43,333 at 4% or $28,889 at 6%; with 100% employer match about $32,500 at 4% or $21,667 at 6%.
201612$239,524$2,502$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
Encompass Employee Benefit Trust-2$239,524$2,502$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
201512$214,148$6,250$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
Encompass Employee Benefit Trust-2$214,148$6,250$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.