Civic Intelligence

Evestment Alliance LLC

Plan context: Evestment Alliance 401K Plan

EIN 58-2540972 • Marietta, GA • 18 filings • 4 plans

5000 Olde Towne ParkwayMarietta, GA 30068
Current Snapshot

Latest Year

2020

2020 Participants

361

2020 Assets

$34,600,351

2020 Contributions

$6,386,680

Historical Graphs

Total Assets Over Time

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

$34,600,351$17,300,176$0201120152019YearValue
$34,600,351Latest year 2019

Participants Over Time

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

3611810201120152019YearValue
361Latest year 2019

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
202020$0$6,386,680-
Evestment Alliance 401K Plan-0-$6,386,680-
Evestment Alliance LLC Welfare Benefit Plan-0---
20192361$34,600,351$5,535,884$15,335iApproximate average salary by contribution assumption: employee only about $383,371 at 4% or $255,581 at 6%; with 50% employer match about $255,581 at 4% or $170,387 at 6%; with 100% employer match about $191,686 at 4% or $127,790 at 6%.
Evestment Alliance 401K Plan-361$34,600,351$5,535,884$15,335iApproximate average salary by contribution assumption: employee only about $383,371 at 4% or $255,581 at 6%; with 50% employer match about $255,581 at 4% or $170,387 at 6%; with 100% employer match about $191,686 at 4% or $127,790 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-357---
20182345$24,434,506$5,061,496$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
Evestment Alliance 401K Plan-345$24,434,506$5,061,496$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-329---
20172308$25,141,855$5,777,721$18,759iApproximate average salary by contribution assumption: employee only about $468,971 at 4% or $312,647 at 6%; with 50% employer match about $312,647 at 4% or $208,431 at 6%; with 100% employer match about $234,485 at 4% or $156,324 at 6%.
Evestment Alliance 401K Plan-302$25,141,855$5,777,721$19,132iApproximate average salary by contribution assumption: employee only about $478,288 at 4% or $318,859 at 6%; with 50% employer match about $318,859 at 4% or $212,573 at 6%; with 100% employer match about $239,144 at 4% or $159,429 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-308---
20162303$16,867,564$3,280,582$10,827iApproximate average salary by contribution assumption: employee only about $270,675 at 4% or $180,450 at 6%; with 50% employer match about $180,450 at 4% or $120,300 at 6%; with 100% employer match about $135,338 at 4% or $90,225 at 6%.
Evestment Alliance 401K Plan-299$16,867,564$3,280,582$10,972iApproximate average salary by contribution assumption: employee only about $274,296 at 4% or $182,864 at 6%; with 50% employer match about $182,864 at 4% or $121,909 at 6%; with 100% employer match about $137,148 at 4% or $91,432 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-303---
20152293$12,974,742$2,975,970$10,157iApproximate average salary by contribution assumption: employee only about $253,922 at 4% or $169,282 at 6%; with 50% employer match about $169,282 at 4% or $112,854 at 6%; with 100% employer match about $126,961 at 4% or $84,641 at 6%.
Evestment Alliance 401K Plan-292$12,974,742$2,975,970$10,192iApproximate average salary by contribution assumption: employee only about $254,792 at 4% or $169,861 at 6%; with 50% employer match about $169,861 at 4% or $113,241 at 6%; with 100% employer match about $127,396 at 4% or $84,931 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-293---
20142256$10,605,388$2,357,977$9,211iApproximate average salary by contribution assumption: employee only about $230,271 at 4% or $153,514 at 6%; with 50% employer match about $153,514 at 4% or $102,343 at 6%; with 100% employer match about $115,136 at 4% or $76,757 at 6%.
Evestment Alliance 401K Plan-256$10,605,388$2,357,977$9,211iApproximate average salary by contribution assumption: employee only about $230,271 at 4% or $153,514 at 6%; with 50% employer match about $153,514 at 4% or $102,343 at 6%; with 100% employer match about $115,136 at 4% or $76,757 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-251---
20132186$8,744,273$2,099,860$11,290iApproximate average salary by contribution assumption: employee only about $282,239 at 4% or $188,159 at 6%; with 50% employer match about $188,159 at 4% or $125,440 at 6%; with 100% employer match about $141,120 at 4% or $94,080 at 6%.
Evestment Alliance 401K Plan-186$8,744,273$2,099,860$11,290iApproximate average salary by contribution assumption: employee only about $282,239 at 4% or $188,159 at 6%; with 50% employer match about $188,159 at 4% or $125,440 at 6%; with 100% employer match about $141,120 at 4% or $94,080 at 6%.
Evestment Alliance LLC Welfare Benefit Plan-184---
20121118$4,215,475$825,657$6,997iApproximate average salary by contribution assumption: employee only about $174,927 at 4% or $116,618 at 6%; with 50% employer match about $116,618 at 4% or $77,745 at 6%; with 100% employer match about $87,464 at 4% or $58,309 at 6%.
Evestment Alliance 401K Plan-118$4,215,475$825,657$6,997iApproximate average salary by contribution assumption: employee only about $174,927 at 4% or $116,618 at 6%; with 50% employer match about $116,618 at 4% or $77,745 at 6%; with 100% employer match about $87,464 at 4% or $58,309 at 6%.
2011163$2,832,700$841,481$13,357iApproximate average salary by contribution assumption: employee only about $333,921 at 4% or $222,614 at 6%; with 50% employer match about $222,614 at 4% or $148,409 at 6%; with 100% employer match about $166,961 at 4% or $111,307 at 6%.
Evestment Alliance 401K Plan-63$2,832,700$841,481$13,357iApproximate average salary by contribution assumption: employee only about $333,921 at 4% or $222,614 at 6%; with 50% employer match about $222,614 at 4% or $148,409 at 6%; with 100% employer match about $166,961 at 4% or $111,307 at 6%.
Evestment Alliance LLC | EIN 58-2540972 | 2020 Form 5500 Company Profile