EVERSON ROYCE LLC
Plan context: EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 45-3974327 • Altadena, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$9,791
2025 Contributions
$143
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $143 | - |
| EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $143 | - |
| 2024 | 1 | 2 | $9,791 | $3,326 | $1,663iApproximate average salary by contribution assumption: employee only about $41,575 at 4% or $27,717 at 6%; with 50% employer match about $27,717 at 4% or $18,478 at 6%; with 100% employer match about $20,788 at 4% or $13,858 at 6%. |
| EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $9,791 | $3,326 | $1,663iApproximate average salary by contribution assumption: employee only about $41,575 at 4% or $27,717 at 6%; with 50% employer match about $27,717 at 4% or $18,478 at 6%; with 100% employer match about $20,788 at 4% or $13,858 at 6%. |
| 2023 | 1 | 2 | $7,504 | $8,055 | $4,028iApproximate average salary by contribution assumption: employee only about $100,688 at 4% or $67,125 at 6%; with 50% employer match about $67,125 at 4% or $44,750 at 6%; with 100% employer match about $50,344 at 4% or $33,563 at 6%. |
| EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $7,504 | $8,055 | $4,028iApproximate average salary by contribution assumption: employee only about $100,688 at 4% or $67,125 at 6%; with 50% employer match about $67,125 at 4% or $44,750 at 6%; with 100% employer match about $50,344 at 4% or $33,563 at 6%. |
| 2022 | 1 | 1 | $1,144 | $1,468 | $1,468iApproximate average salary by contribution assumption: employee only about $36,700 at 4% or $24,467 at 6%; with 50% employer match about $24,467 at 4% or $16,311 at 6%; with 100% employer match about $18,350 at 4% or $12,233 at 6%. |
| EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $1,144 | $1,468 | $1,468iApproximate average salary by contribution assumption: employee only about $36,700 at 4% or $24,467 at 6%; with 50% employer match about $24,467 at 4% or $16,311 at 6%; with 100% employer match about $18,350 at 4% or $12,233 at 6%. |
| 2021 | 1 | 1 | $89 | $164 | $164iApproximate average salary by contribution assumption: employee only about $4,100 at 4% or $2,733 at 6%; with 50% employer match about $2,733 at 4% or $1,822 at 6%; with 100% employer match about $2,050 at 4% or $1,367 at 6%. |
| EVERSON ROYCE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $89 | $164 | $164iApproximate average salary by contribution assumption: employee only about $4,100 at 4% or $2,733 at 6%; with 50% employer match about $2,733 at 4% or $1,822 at 6%; with 100% employer match about $2,050 at 4% or $1,367 at 6%. |