JOHN M EVERSON CFP
Plan context: JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST
EIN 55-0714865 • Martinsburg, WV • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$746,824
2025 Contributions
$134,801
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 | 5 | $746,824 | $134,801 | $26,960iApproximate average salary by contribution assumption: employee only about $674,005 at 4% or $449,337 at 6%; with 50% employer match about $449,337 at 4% or $299,558 at 6%; with 100% employer match about $337,003 at 4% or $224,668 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $746,824 | $134,801 | $26,960iApproximate average salary by contribution assumption: employee only about $674,005 at 4% or $449,337 at 6%; with 50% employer match about $449,337 at 4% or $299,558 at 6%; with 100% employer match about $337,003 at 4% or $224,668 at 6%. |
| 2024 | 1 | 4 | $518,706 | $86,805 | $21,701iApproximate average salary by contribution assumption: employee only about $542,531 at 4% or $361,688 at 6%; with 50% employer match about $361,688 at 4% or $241,125 at 6%; with 100% employer match about $271,266 at 4% or $180,844 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $518,706 | $86,805 | $21,701iApproximate average salary by contribution assumption: employee only about $542,531 at 4% or $361,688 at 6%; with 50% employer match about $361,688 at 4% or $241,125 at 6%; with 100% employer match about $271,266 at 4% or $180,844 at 6%. |
| 2023 | 1 | 4 | $369,716 | $82,007 | $20,502iApproximate average salary by contribution assumption: employee only about $512,544 at 4% or $341,696 at 6%; with 50% employer match about $341,696 at 4% or $227,797 at 6%; with 100% employer match about $256,272 at 4% or $170,848 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $369,716 | $82,007 | $20,502iApproximate average salary by contribution assumption: employee only about $512,544 at 4% or $341,696 at 6%; with 50% employer match about $341,696 at 4% or $227,797 at 6%; with 100% employer match about $256,272 at 4% or $170,848 at 6%. |
| 2022 | 1 | 4 | $235,522 | $74,738 | $18,685iApproximate average salary by contribution assumption: employee only about $467,113 at 4% or $311,408 at 6%; with 50% employer match about $311,408 at 4% or $207,606 at 6%; with 100% employer match about $233,556 at 4% or $155,704 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $235,522 | $74,738 | $18,685iApproximate average salary by contribution assumption: employee only about $467,113 at 4% or $311,408 at 6%; with 50% employer match about $311,408 at 4% or $207,606 at 6%; with 100% employer match about $233,556 at 4% or $155,704 at 6%. |
| 2021 | 1 | 4 | $200,571 | $63,970 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,694 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $200,571 | $63,970 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,694 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| 2020 | 1 | 4 | $109,570 | $57,636 | $14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $109,570 | $57,636 | $14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%. |
| 2019 | 1 | 4 | $34,520 | $33,466 | $8,367iApproximate average salary by contribution assumption: employee only about $209,163 at 4% or $139,442 at 6%; with 50% employer match about $139,442 at 4% or $92,961 at 6%; with 100% employer match about $104,581 at 4% or $69,721 at 6%. |
| JOHN M EVERSON CFP 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $34,520 | $33,466 | $8,367iApproximate average salary by contribution assumption: employee only about $209,163 at 4% or $139,442 at 6%; with 50% employer match about $139,442 at 4% or $92,961 at 6%; with 100% employer match about $104,581 at 4% or $69,721 at 6%. |