Civic Intelligence

Everbank & Affiliates

Plan context: Everbank, N.A. 401(K) Plan

EIN 59-3531592 • 41 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,592

2024 Assets

$42,867,084

2024 Contributions

$25,437,416

Historical Graphs

Total Assets Over Time

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

$272,650,972$136,325,486$0200220122024YearValue
$42,867,084Latest year 2024

Participants Over Time

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

4,2182,1090200120112024YearValue
1,592Latest 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
202421,592$42,867,084$25,437,416$15,978iApproximate average salary by contribution assumption: employee only about $399,457 at 4% or $266,305 at 6%; with 50% employer match about $266,305 at 4% or $177,536 at 6%; with 100% employer match about $199,728 at 4% or $133,152 at 6%.
Everbank, N.A. 401(K) Plan-1,576$42,867,084$25,437,416$16,140iApproximate average salary by contribution assumption: employee only about $403,512 at 4% or $269,008 at 6%; with 50% employer match about $269,008 at 4% or $179,339 at 6%; with 100% employer match about $201,756 at 4% or $134,504 at 6%.
Everbank Health and Welfare Benefit Plan-1,592---
202321,543$16,715,591$15,600,813$10,111iApproximate average salary by contribution assumption: employee only about $252,768 at 4% or $168,512 at 6%; with 50% employer match about $168,512 at 4% or $112,341 at 6%; with 100% employer match about $126,384 at 4% or $84,256 at 6%.
Everbank, N.A. 401(K) Plan-1,496$16,715,591$15,600,813$10,428iApproximate average salary by contribution assumption: employee only about $260,709 at 4% or $173,806 at 6%; with 50% employer match about $173,806 at 4% or $115,871 at 6%; with 100% employer match about $130,354 at 4% or $86,903 at 6%.
Everbank Health and Welfare Benefit Plan-1,543---
201910$0$103,699-
Everbank Profit Sharing & Savings Plan-0-$103,699-
201823,052$264,744,895$29,513,591$9,670iApproximate average salary by contribution assumption: employee only about $241,756 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%.
Everbank Profit Sharing & Savings Plan-3,052$264,744,895$29,513,591$9,670iApproximate average salary by contribution assumption: employee only about $241,756 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-2,901---
201722,992$272,650,972$32,914,730$11,001iApproximate average salary by contribution assumption: employee only about $275,023 at 4% or $183,349 at 6%; with 50% employer match about $183,349 at 4% or $122,232 at 6%; with 100% employer match about $137,511 at 4% or $91,674 at 6%.
Everbank Profit Sharing & Savings Plan-2,992$272,650,972$32,914,730$11,001iApproximate average salary by contribution assumption: employee only about $275,023 at 4% or $183,349 at 6%; with 50% employer match about $183,349 at 4% or $122,232 at 6%; with 100% employer match about $137,511 at 4% or $91,674 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-2,870---
201622,998$228,607,342$32,703,971$10,909iApproximate average salary by contribution assumption: employee only about $272,715 at 4% or $181,810 at 6%; with 50% employer match about $181,810 at 4% or $121,207 at 6%; with 100% employer match about $136,357 at 4% or $90,905 at 6%.
Everbank Profit Sharing & Savings Plan-2,998$228,607,342$32,703,971$10,909iApproximate average salary by contribution assumption: employee only about $272,715 at 4% or $181,810 at 6%; with 50% employer match about $181,810 at 4% or $121,207 at 6%; with 100% employer match about $136,357 at 4% or $90,905 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-2,963---
201523,112$202,727,719$31,687,069$10,182iApproximate average salary by contribution assumption: employee only about $254,556 at 4% or $169,704 at 6%; with 50% employer match about $169,704 at 4% or $113,136 at 6%; with 100% employer match about $127,278 at 4% or $84,852 at 6%.
Everbank Profit Sharing & Savings Plan-3,112$202,727,719$31,687,069$10,182iApproximate average salary by contribution assumption: employee only about $254,556 at 4% or $169,704 at 6%; with 50% employer match about $169,704 at 4% or $113,136 at 6%; with 100% employer match about $127,278 at 4% or $84,852 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-3,019---
201423,188$194,713,048$31,351,173$9,834iApproximate average salary by contribution assumption: employee only about $245,853 at 4% or $163,902 at 6%; with 50% employer match about $163,902 at 4% or $109,268 at 6%; with 100% employer match about $122,926 at 4% or $81,951 at 6%.
Everbank Profit Sharing & Savings Plan-3,188$194,713,048$31,351,173$9,834iApproximate average salary by contribution assumption: employee only about $245,853 at 4% or $163,902 at 6%; with 50% employer match about $163,902 at 4% or $109,268 at 6%; with 100% employer match about $122,926 at 4% or $81,951 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-3,100---
201324,183$179,163,487$34,481,242$8,243iApproximate average salary by contribution assumption: employee only about $206,080 at 4% or $137,386 at 6%; with 50% employer match about $137,386 at 4% or $91,591 at 6%; with 100% employer match about $103,040 at 4% or $68,693 at 6%.
Everbank Profit Sharing & Savings Plan-4,183$179,163,487$34,481,242$8,243iApproximate average salary by contribution assumption: employee only about $206,080 at 4% or $137,386 at 6%; with 50% employer match about $137,386 at 4% or $91,591 at 6%; with 100% employer match about $103,040 at 4% or $68,693 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-4,068---
201224,218$134,515,467$27,532,668$6,527iApproximate average salary by contribution assumption: employee only about $163,186 at 4% or $108,790 at 6%; with 50% employer match about $108,790 at 4% or $72,527 at 6%; with 100% employer match about $81,593 at 4% or $54,395 at 6%.
Everbank Profit Sharing & Savings Plan-3,741$134,515,467$27,532,668$7,360iApproximate average salary by contribution assumption: employee only about $183,993 at 4% or $122,662 at 6%; with 50% employer match about $122,662 at 4% or $81,775 at 6%; with 100% employer match about $91,996 at 4% or $61,331 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-4,218---
201132,859$105,600,682$19,851,424$6,943iApproximate average salary by contribution assumption: employee only about $173,587 at 4% or $115,725 at 6%; with 50% employer match about $115,725 at 4% or $77,150 at 6%; with 100% employer match about $86,794 at 4% or $57,862 at 6%.
Everbank Profit Sharing & Savings Plan-2,543$105,600,682$19,851,424$7,806iApproximate average salary by contribution assumption: employee only about $195,158 at 4% or $130,105 at 6%; with 50% employer match about $130,105 at 4% or $86,737 at 6%; with 100% employer match about $97,579 at 4% or $65,053 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-2,859---
EVERBANK & AFFILIATES FLEXIBLE SPENDING ACCOUNT-0---
201032,395$94,713,954$15,654,151$6,536iApproximate average salary by contribution assumption: employee only about $163,404 at 4% or $108,936 at 6%; with 50% employer match about $108,936 at 4% or $72,624 at 6%; with 100% employer match about $81,702 at 4% or $54,468 at 6%.
Everbank Profit Sharing & Savings Plan-2,395$94,713,954$15,654,151$6,536iApproximate average salary by contribution assumption: employee only about $163,404 at 4% or $108,936 at 6%; with 50% employer match about $108,936 at 4% or $72,624 at 6%; with 100% employer match about $81,702 at 4% or $54,468 at 6%.
EVERBANK & AFFILIATES FLEXIBLE SPENDING ACCOUNT-2,333---
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-2,333---
200931,808$69,035,448$11,421,676$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
Everbank Profit Sharing & Savings Plan-1,808$69,035,448$11,421,676$6,317iApproximate average salary by contribution assumption: employee only about $157,932 at 4% or $105,288 at 6%; with 50% employer match about $105,288 at 4% or $70,192 at 6%; with 100% employer match about $78,966 at 4% or $52,644 at 6%.
EVERBANK & AFFILIATES FLEXIBLE SPENDING ACCOUNT-533---
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-1,479---
200831,656$50,420,684$11,820,758$7,138iApproximate average salary by contribution assumption: employee only about $178,453 at 4% or $118,969 at 6%; with 50% employer match about $118,969 at 4% or $79,313 at 6%; with 100% employer match about $89,227 at 4% or $59,484 at 6%.
Everbank Profit Sharing & Savings Plan-1,616$50,420,684$11,820,758$7,315iApproximate average salary by contribution assumption: employee only about $182,871 at 4% or $121,914 at 6%; with 50% employer match about $121,914 at 4% or $81,276 at 6%; with 100% employer match about $91,435 at 4% or $60,957 at 6%.
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-1,656---
EVERBANK & AFFILIATES FLEXIBLE SPENDING ACCOUNT-404---
200721,680$0$0-
Everbank Profit Sharing & Savings Plan-1,528---
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-1,680---
200631,533$44,538,583$8,630,955$5,630iApproximate average salary by contribution assumption: employee only about $140,753 at 4% or $93,835 at 6%; with 50% employer match about $93,835 at 4% or $62,557 at 6%; with 100% employer match about $70,376 at 4% or $46,918 at 6%.
Everbank Profit Sharing & Savings Plan-1,246$44,538,583$8,630,955$6,927iApproximate average salary by contribution assumption: employee only about $173,173 at 4% or $115,449 at 6%; with 50% employer match about $115,449 at 4% or $76,966 at 6%; with 100% employer match about $86,587 at 4% or $57,724 at 6%.
EVERBANK & AFFILIATES FLEXIBLE SPENDING ACCOUNT PLAN-357---
Everbank & Affiliates Group Life, Health, Dental and Ltd Plan-1,533---
2004125$395,930$0-
Everbank, N.A. 401(K) Plan-25$395,930--
2003130$378,887$0-
Everbank, N.A. 401(K) Plan-30$378,887--
2002131$405,154$0-
Everbank, N.A. 401(K) Plan-31$405,154--
2001230$0$0-
Everbank, N.A. 401(K) Plan-30---
Everbank, N.A. 401(K) Plan-30---