Civic Intelligence

Evans Petree PC

Plan context: Evans Petree PC 401(K) Plan and Trust

EIN 62-0998330 • 33 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$77,719,051

2024 Contributions

$1,026,213

Historical Graphs

Total Assets Over Time

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

$77,719,051$38,859,526$0200020142024YearValue
$77,719,051Latest year 2024

Participants Over Time

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

2841420200020122024YearValue
88Latest 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
2024188$77,719,051$1,026,213$11,662iApproximate average salary by contribution assumption: employee only about $291,538 at 4% or $194,359 at 6%; with 50% employer match about $194,359 at 4% or $129,572 at 6%; with 100% employer match about $145,769 at 4% or $97,179 at 6%.
Evans Petree PC 401(K) Plan and Trust-88$77,719,051$1,026,213$11,662iApproximate average salary by contribution assumption: employee only about $291,538 at 4% or $194,359 at 6%; with 50% employer match about $194,359 at 4% or $129,572 at 6%; with 100% employer match about $145,769 at 4% or $97,179 at 6%.
2023182$68,013,495$5,679,783$69,266iApproximate average salary by contribution assumption: employee only about $1,731,641 at 4% or $1,154,427 at 6%; with 50% employer match about $1,154,427 at 4% or $769,618 at 6%; with 100% employer match about $865,821 at 4% or $577,214 at 6%.
Evans Petree PC 401(K) Plan and Trust-82$68,013,495$5,679,783$69,266iApproximate average salary by contribution assumption: employee only about $1,731,641 at 4% or $1,154,427 at 6%; with 50% employer match about $1,154,427 at 4% or $769,618 at 6%; with 100% employer match about $865,821 at 4% or $577,214 at 6%.
2022185$53,842,636$941,285$11,074iApproximate average salary by contribution assumption: employee only about $276,849 at 4% or $184,566 at 6%; with 50% employer match about $184,566 at 4% or $123,044 at 6%; with 100% employer match about $138,424 at 4% or $92,283 at 6%.
Evans Petree PC 401(K) Plan and Trust-85$53,842,636$941,285$11,074iApproximate average salary by contribution assumption: employee only about $276,849 at 4% or $184,566 at 6%; with 50% employer match about $184,566 at 4% or $123,044 at 6%; with 100% employer match about $138,424 at 4% or $92,283 at 6%.
2021174$64,822,116$837,400$11,316iApproximate average salary by contribution assumption: employee only about $282,905 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
Evans Petree PC 401(K) Plan and Trust-74$64,822,116$837,400$11,316iApproximate average salary by contribution assumption: employee only about $282,905 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
2020172$56,151,055$780,884$10,846iApproximate average salary by contribution assumption: employee only about $271,140 at 4% or $180,760 at 6%; with 50% employer match about $180,760 at 4% or $120,507 at 6%; with 100% employer match about $135,570 at 4% or $90,380 at 6%.
Evans Petree PC 401(K) Plan and Trust-72$56,151,055$780,884$10,846iApproximate average salary by contribution assumption: employee only about $271,140 at 4% or $180,760 at 6%; with 50% employer match about $180,760 at 4% or $120,507 at 6%; with 100% employer match about $135,570 at 4% or $90,380 at 6%.
2019173$48,257,745$779,682$10,681iApproximate average salary by contribution assumption: employee only about $267,014 at 4% or $178,010 at 6%; with 50% employer match about $178,010 at 4% or $118,673 at 6%; with 100% employer match about $133,507 at 4% or $89,005 at 6%.
Evans Petree PC 401(K) Plan and Trust-73$48,257,745$779,682$10,681iApproximate average salary by contribution assumption: employee only about $267,014 at 4% or $178,010 at 6%; with 50% employer match about $178,010 at 4% or $118,673 at 6%; with 100% employer match about $133,507 at 4% or $89,005 at 6%.
2018177$40,830,329$756,957$9,831iApproximate average salary by contribution assumption: employee only about $245,765 at 4% or $163,844 at 6%; with 50% employer match about $163,844 at 4% or $109,229 at 6%; with 100% employer match about $122,883 at 4% or $81,922 at 6%.
Evans Petree PC 401(K) Plan and Trust-77$40,830,329$756,957$9,831iApproximate average salary by contribution assumption: employee only about $245,765 at 4% or $163,844 at 6%; with 50% employer match about $163,844 at 4% or $109,229 at 6%; with 100% employer match about $122,883 at 4% or $81,922 at 6%.
2017173$43,059,718$678,747$9,298iApproximate average salary by contribution assumption: employee only about $232,448 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,483 at 6%.
Evans Petree PC 401(K) Plan and Trust-73$43,059,718$678,747$9,298iApproximate average salary by contribution assumption: employee only about $232,448 at 4% or $154,965 at 6%; with 50% employer match about $154,965 at 4% or $103,310 at 6%; with 100% employer match about $116,224 at 4% or $77,483 at 6%.
2016173$37,032,208$509,243$6,976iApproximate average salary by contribution assumption: employee only about $174,398 at 4% or $116,266 at 6%; with 50% employer match about $116,266 at 4% or $77,510 at 6%; with 100% employer match about $87,199 at 4% or $58,133 at 6%.
Evans Petree PC 401(K) Plan and Trust-73$37,032,208$509,243$6,976iApproximate average salary by contribution assumption: employee only about $174,398 at 4% or $116,266 at 6%; with 50% employer match about $116,266 at 4% or $77,510 at 6%; with 100% employer match about $87,199 at 4% or $58,133 at 6%.
2015176$34,173,234$654,563$8,613iApproximate average salary by contribution assumption: employee only about $215,317 at 4% or $143,545 at 6%; with 50% employer match about $143,545 at 4% or $95,696 at 6%; with 100% employer match about $107,658 at 4% or $71,772 at 6%.
Evans Petree PC 401(K) Plan and Trust-76$34,173,234$654,563$8,613iApproximate average salary by contribution assumption: employee only about $215,317 at 4% or $143,545 at 6%; with 50% employer match about $143,545 at 4% or $95,696 at 6%; with 100% employer match about $107,658 at 4% or $71,772 at 6%.
2014183$35,257,454$972,454$11,716iApproximate average salary by contribution assumption: employee only about $292,908 at 4% or $195,272 at 6%; with 50% employer match about $195,272 at 4% or $130,181 at 6%; with 100% employer match about $146,454 at 4% or $97,636 at 6%.
Evans Petree PC 401(K) Plan and Trust-83$35,257,454$972,454$11,716iApproximate average salary by contribution assumption: employee only about $292,908 at 4% or $195,272 at 6%; with 50% employer match about $195,272 at 4% or $130,181 at 6%; with 100% employer match about $146,454 at 4% or $97,636 at 6%.
2013180$34,591,639$1,873,879$23,423iApproximate average salary by contribution assumption: employee only about $585,587 at 4% or $390,391 at 6%; with 50% employer match about $390,391 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%.
Evans Petree PC 401(K) Plan and Trust-80$34,591,639$1,873,879$23,423iApproximate average salary by contribution assumption: employee only about $585,587 at 4% or $390,391 at 6%; with 50% employer match about $390,391 at 4% or $260,261 at 6%; with 100% employer match about $292,794 at 4% or $195,196 at 6%.
2012179$29,035,850$566,344$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,655 at 6%; with 100% employer match about $89,611 at 4% or $59,741 at 6%.
Evans Petree PC 401(K) Plan and Trust-79$29,035,850$566,344$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,655 at 6%; with 100% employer match about $89,611 at 4% or $59,741 at 6%.
2011172$26,445,032$574,594$7,980iApproximate average salary by contribution assumption: employee only about $199,512 at 4% or $133,008 at 6%; with 50% employer match about $133,008 at 4% or $88,672 at 6%; with 100% employer match about $99,756 at 4% or $66,504 at 6%.
Evans Petree PC 401(K) Plan and Trust-72$26,445,032$574,594$7,980iApproximate average salary by contribution assumption: employee only about $199,512 at 4% or $133,008 at 6%; with 50% employer match about $133,008 at 4% or $88,672 at 6%; with 100% employer match about $99,756 at 4% or $66,504 at 6%.
2010183$28,022,446$547,072$6,591iApproximate average salary by contribution assumption: employee only about $164,781 at 4% or $109,854 at 6%; with 50% employer match about $109,854 at 4% or $73,236 at 6%; with 100% employer match about $82,390 at 4% or $54,927 at 6%.
Evans Petree PC 401(K) Plan and Trust-83$28,022,446$547,072$6,591iApproximate average salary by contribution assumption: employee only about $164,781 at 4% or $109,854 at 6%; with 50% employer match about $109,854 at 4% or $73,236 at 6%; with 100% employer match about $82,390 at 4% or $54,927 at 6%.
2009180$24,374,140$580,416$7,255iApproximate average salary by contribution assumption: employee only about $181,380 at 4% or $120,920 at 6%; with 50% employer match about $120,920 at 4% or $80,613 at 6%; with 100% employer match about $90,690 at 4% or $60,460 at 6%.
Evans Petree PC 401(K) Plan and Trust-80$24,374,140$580,416$7,255iApproximate average salary by contribution assumption: employee only about $181,380 at 4% or $120,920 at 6%; with 50% employer match about $120,920 at 4% or $80,613 at 6%; with 100% employer match about $90,690 at 4% or $60,460 at 6%.
2008174$0$0-
Evans Petree PC 401(K) Plan and Trust-74---
2007151$0$0-
Evans Petree PC 401(K) Plan and Trust-51---
2006251$23,570,751$901,442$17,675iApproximate average salary by contribution assumption: employee only about $441,883 at 4% or $294,589 at 6%; with 50% employer match about $294,589 at 4% or $196,393 at 6%; with 100% employer match about $220,942 at 4% or $147,294 at 6%.
Evans Petree PC 401(K) Plan and Trust-51$23,570,751$901,442$17,675iApproximate average salary by contribution assumption: employee only about $441,883 at 4% or $294,589 at 6%; with 50% employer match about $294,589 at 4% or $196,393 at 6%; with 100% employer match about $220,942 at 4% or $147,294 at 6%.
EVANS & PETREE EMPLOYEES RETIREMENT PLAN-0---
2005130$16,696,669$0-
EVANS & PETREE EMPLOYEES RETIREMENT PLAN-30$16,696,669--
20043284$15,843,401$0-
EVANS & PETREE EMPLOYEES RETIREMENT PLAN-32$15,843,401--
STOKES, BARTHOLOMEW, EVANS & PETREE CAFETERIA PLAN-85---
STOKES, BARTHOLOMEW, EVANS & PETREE WELFARE BENEFIT PLAN-284---
20033195$14,539,017$0-
EVANS & PETREE EMPLOYEES RETIREMENT PLAN-35$14,539,017--
STOKES, BARTHOLOMEW, EVANS & PETREE WELFARE BENEFIT PLAN-195---
STOKES, BARTHOLOMEW, EVANS & PETREE CAFETERIA PLAN-87---
20023174$0$0-
STOKES, BARTHOLOMEW, EVANS & PETREE CAFETERIA PLAN-70---
STOKES, BARTHOLOMEW, EVANS & PETREE WELFARE BENEFIT PLAN-174---
Evans Petree PC 401(K) Plan and Trust-33---
20012120$9,113,004$1,547,620$12,897iApproximate average salary by contribution assumption: employee only about $322,421 at 4% or $214,947 at 6%; with 50% employer match about $214,947 at 4% or $143,298 at 6%; with 100% employer match about $161,210 at 4% or $107,474 at 6%.
Evans Petree PC 401(K) Plan and Trust-120$9,113,004$1,547,620$12,897iApproximate average salary by contribution assumption: employee only about $322,421 at 4% or $214,947 at 6%; with 50% employer match about $214,947 at 4% or $143,298 at 6%; with 100% employer match about $161,210 at 4% or $107,474 at 6%.
Evans Petree PC 401(K) Plan and Trust-36---
2000135$15,848,228$395,007$11,286iApproximate average salary by contribution assumption: employee only about $282,148 at 4% or $188,099 at 6%; with 50% employer match about $188,099 at 4% or $125,399 at 6%; with 100% employer match about $141,074 at 4% or $94,049 at 6%.
Evans Petree PC 401(K) Plan and Trust-35$15,848,228$395,007$11,286iApproximate average salary by contribution assumption: employee only about $282,148 at 4% or $188,099 at 6%; with 50% employer match about $188,099 at 4% or $125,399 at 6%; with 100% employer match about $141,074 at 4% or $94,049 at 6%.