Evan Terry Associates PC.
Plan context: Evan Terry Associates P.C.401K Profit Sharing Plan
EIN 63-0888357 • Birmingham, AL • 25 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$10,045,460
2024 Contributions
$215,572
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 25 | $10,045,460 | $215,572 | $8,623iApproximate average salary by contribution assumption: employee only about $215,572 at 4% or $143,715 at 6%; with 50% employer match about $143,715 at 4% or $95,810 at 6%; with 100% employer match about $107,786 at 4% or $71,857 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 25 | $10,045,460 | $215,572 | $8,623iApproximate average salary by contribution assumption: employee only about $215,572 at 4% or $143,715 at 6%; with 50% employer match about $143,715 at 4% or $95,810 at 6%; with 100% employer match about $107,786 at 4% or $71,857 at 6%. |
| 2023 | 1 | 28 | $8,438,798 | $181,521 | $6,483iApproximate average salary by contribution assumption: employee only about $162,072 at 4% or $108,048 at 6%; with 50% employer match about $108,048 at 4% or $72,032 at 6%; with 100% employer match about $81,036 at 4% or $54,024 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 28 | $8,438,798 | $181,521 | $6,483iApproximate average salary by contribution assumption: employee only about $162,072 at 4% or $108,048 at 6%; with 50% employer match about $108,048 at 4% or $72,032 at 6%; with 100% employer match about $81,036 at 4% or $54,024 at 6%. |
| 2022 | 1 | 28 | $7,175,399 | $238,373 | $8,513iApproximate average salary by contribution assumption: employee only about $212,833 at 4% or $141,889 at 6%; with 50% employer match about $141,889 at 4% or $94,592 at 6%; with 100% employer match about $106,417 at 4% or $70,944 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 28 | $7,175,399 | $238,373 | $8,513iApproximate average salary by contribution assumption: employee only about $212,833 at 4% or $141,889 at 6%; with 50% employer match about $141,889 at 4% or $94,592 at 6%; with 100% employer match about $106,417 at 4% or $70,944 at 6%. |
| 2021 | 1 | 30 | $8,932,880 | $171,897 | $5,730iApproximate average salary by contribution assumption: employee only about $143,248 at 4% or $95,498 at 6%; with 50% employer match about $95,498 at 4% or $63,666 at 6%; with 100% employer match about $71,624 at 4% or $47,749 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 30 | $8,932,880 | $171,897 | $5,730iApproximate average salary by contribution assumption: employee only about $143,248 at 4% or $95,498 at 6%; with 50% employer match about $95,498 at 4% or $63,666 at 6%; with 100% employer match about $71,624 at 4% or $47,749 at 6%. |
| 2020 | 1 | 30 | $7,674,680 | $143,973 | $4,799iApproximate average salary by contribution assumption: employee only about $119,978 at 4% or $79,985 at 6%; with 50% employer match about $79,985 at 4% or $53,323 at 6%; with 100% employer match about $59,989 at 4% or $39,993 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 30 | $7,674,680 | $143,973 | $4,799iApproximate average salary by contribution assumption: employee only about $119,978 at 4% or $79,985 at 6%; with 50% employer match about $79,985 at 4% or $53,323 at 6%; with 100% employer match about $59,989 at 4% or $39,993 at 6%. |
| 2019 | 1 | 33 | $6,946,754 | $278,475 | $8,439iApproximate average salary by contribution assumption: employee only about $210,966 at 4% or $140,644 at 6%; with 50% employer match about $140,644 at 4% or $93,763 at 6%; with 100% employer match about $105,483 at 4% or $70,322 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 33 | $6,946,754 | $278,475 | $8,439iApproximate average salary by contribution assumption: employee only about $210,966 at 4% or $140,644 at 6%; with 50% employer match about $140,644 at 4% or $93,763 at 6%; with 100% employer match about $105,483 at 4% or $70,322 at 6%. |
| 2018 | 1 | 34 | $5,695,295 | $287,353 | $8,452iApproximate average salary by contribution assumption: employee only about $211,289 at 4% or $140,859 at 6%; with 50% employer match about $140,859 at 4% or $93,906 at 6%; with 100% employer match about $105,644 at 4% or $70,430 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 34 | $5,695,295 | $287,353 | $8,452iApproximate average salary by contribution assumption: employee only about $211,289 at 4% or $140,859 at 6%; with 50% employer match about $140,859 at 4% or $93,906 at 6%; with 100% employer match about $105,644 at 4% or $70,430 at 6%. |
| 2017 | 1 | 34 | $6,011,131 | $386,172 | $11,358iApproximate average salary by contribution assumption: employee only about $283,950 at 4% or $189,300 at 6%; with 50% employer match about $189,300 at 4% or $126,200 at 6%; with 100% employer match about $141,975 at 4% or $94,650 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 34 | $6,011,131 | $386,172 | $11,358iApproximate average salary by contribution assumption: employee only about $283,950 at 4% or $189,300 at 6%; with 50% employer match about $189,300 at 4% or $126,200 at 6%; with 100% employer match about $141,975 at 4% or $94,650 at 6%. |
| 2016 | 1 | 33 | $5,030,222 | $449,859 | $13,632iApproximate average salary by contribution assumption: employee only about $340,802 at 4% or $227,202 at 6%; with 50% employer match about $227,202 at 4% or $151,468 at 6%; with 100% employer match about $170,401 at 4% or $113,601 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 33 | $5,030,222 | $449,859 | $13,632iApproximate average salary by contribution assumption: employee only about $340,802 at 4% or $227,202 at 6%; with 50% employer match about $227,202 at 4% or $151,468 at 6%; with 100% employer match about $170,401 at 4% or $113,601 at 6%. |
| 2015 | 1 | 31 | $4,308,661 | $450,979 | $14,548iApproximate average salary by contribution assumption: employee only about $363,693 at 4% or $242,462 at 6%; with 50% employer match about $242,462 at 4% or $161,641 at 6%; with 100% employer match about $181,846 at 4% or $121,231 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 31 | $4,308,661 | $450,979 | $14,548iApproximate average salary by contribution assumption: employee only about $363,693 at 4% or $242,462 at 6%; with 50% employer match about $242,462 at 4% or $161,641 at 6%; with 100% employer match about $181,846 at 4% or $121,231 at 6%. |
| 2014 | 1 | 29 | $3,947,357 | $378,871 | $13,065iApproximate average salary by contribution assumption: employee only about $326,613 at 4% or $217,742 at 6%; with 50% employer match about $217,742 at 4% or $145,161 at 6%; with 100% employer match about $163,306 at 4% or $108,871 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 29 | $3,947,357 | $378,871 | $13,065iApproximate average salary by contribution assumption: employee only about $326,613 at 4% or $217,742 at 6%; with 50% employer match about $217,742 at 4% or $145,161 at 6%; with 100% employer match about $163,306 at 4% or $108,871 at 6%. |
| 2013 | 1 | 27 | $3,480,052 | $372,876 | $13,810iApproximate average salary by contribution assumption: employee only about $345,256 at 4% or $230,170 at 6%; with 50% employer match about $230,170 at 4% or $153,447 at 6%; with 100% employer match about $172,628 at 4% or $115,085 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 27 | $3,480,052 | $372,876 | $13,810iApproximate average salary by contribution assumption: employee only about $345,256 at 4% or $230,170 at 6%; with 50% employer match about $230,170 at 4% or $153,447 at 6%; with 100% employer match about $172,628 at 4% or $115,085 at 6%. |
| 2012 | 1 | 26 | $2,873,460 | $336,066 | $12,926iApproximate average salary by contribution assumption: employee only about $323,140 at 4% or $215,427 at 6%; with 50% employer match about $215,427 at 4% or $143,618 at 6%; with 100% employer match about $161,570 at 4% or $107,713 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 26 | $2,873,460 | $336,066 | $12,926iApproximate average salary by contribution assumption: employee only about $323,140 at 4% or $215,427 at 6%; with 50% employer match about $215,427 at 4% or $143,618 at 6%; with 100% employer match about $161,570 at 4% or $107,713 at 6%. |
| 2011 | 1 | 21 | $2,462,095 | $218,895 | $10,424iApproximate average salary by contribution assumption: employee only about $260,589 at 4% or $173,726 at 6%; with 50% employer match about $173,726 at 4% or $115,817 at 6%; with 100% employer match about $130,295 at 4% or $86,863 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 21 | $2,462,095 | $218,895 | $10,424iApproximate average salary by contribution assumption: employee only about $260,589 at 4% or $173,726 at 6%; with 50% employer match about $173,726 at 4% or $115,817 at 6%; with 100% employer match about $130,295 at 4% or $86,863 at 6%. |
| 2010 | 1 | 23 | $2,389,836 | $290,703 | $12,639iApproximate average salary by contribution assumption: employee only about $315,982 at 4% or $210,654 at 6%; with 50% employer match about $210,654 at 4% or $140,436 at 6%; with 100% employer match about $157,991 at 4% or $105,327 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 23 | $2,389,836 | $290,703 | $12,639iApproximate average salary by contribution assumption: employee only about $315,982 at 4% or $210,654 at 6%; with 50% employer match about $210,654 at 4% or $140,436 at 6%; with 100% employer match about $157,991 at 4% or $105,327 at 6%. |
| 2009 | 1 | 20 | $2,229,857 | $208,956 | $10,448iApproximate average salary by contribution assumption: employee only about $261,195 at 4% or $174,130 at 6%; with 50% employer match about $174,130 at 4% or $116,087 at 6%; with 100% employer match about $130,597 at 4% or $87,065 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 20 | $2,229,857 | $208,956 | $10,448iApproximate average salary by contribution assumption: employee only about $261,195 at 4% or $174,130 at 6%; with 50% employer match about $174,130 at 4% or $116,087 at 6%; with 100% employer match about $130,597 at 4% or $87,065 at 6%. |
| 2008 | 1 | 19 | $0 | $169,654 | $8,929iApproximate average salary by contribution assumption: employee only about $223,229 at 4% or $148,819 at 6%; with 50% employer match about $148,819 at 4% or $99,213 at 6%; with 100% employer match about $111,614 at 4% or $74,410 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 19 | - | $169,654 | $8,929iApproximate average salary by contribution assumption: employee only about $223,229 at 4% or $148,819 at 6%; with 50% employer match about $148,819 at 4% or $99,213 at 6%; with 100% employer match about $111,614 at 4% or $74,410 at 6%. |
| 2007 | 1 | 18 | $2,065,523 | $270,611 | $15,034iApproximate average salary by contribution assumption: employee only about $375,849 at 4% or $250,566 at 6%; with 50% employer match about $250,566 at 4% or $167,044 at 6%; with 100% employer match about $187,924 at 4% or $125,283 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 18 | $2,065,523 | $270,611 | $15,034iApproximate average salary by contribution assumption: employee only about $375,849 at 4% or $250,566 at 6%; with 50% employer match about $250,566 at 4% or $167,044 at 6%; with 100% employer match about $187,924 at 4% or $125,283 at 6%. |
| 2006 | 1 | 17 | $1,891,246 | $293,816 | $17,283iApproximate average salary by contribution assumption: employee only about $432,082 at 4% or $288,055 at 6%; with 50% employer match about $288,055 at 4% or $192,037 at 6%; with 100% employer match about $216,041 at 4% or $144,027 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 17 | $1,891,246 | $293,816 | $17,283iApproximate average salary by contribution assumption: employee only about $432,082 at 4% or $288,055 at 6%; with 50% employer match about $288,055 at 4% or $192,037 at 6%; with 100% employer match about $216,041 at 4% or $144,027 at 6%. |
| 2005 | 1 | 19 | $1,450,048 | $238,899 | $12,574iApproximate average salary by contribution assumption: employee only about $314,341 at 4% or $209,561 at 6%; with 50% employer match about $209,561 at 4% or $139,707 at 6%; with 100% employer match about $157,170 at 4% or $104,780 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 19 | $1,450,048 | $238,899 | $12,574iApproximate average salary by contribution assumption: employee only about $314,341 at 4% or $209,561 at 6%; with 50% employer match about $209,561 at 4% or $139,707 at 6%; with 100% employer match about $157,170 at 4% or $104,780 at 6%. |
| 2004 | 1 | 19 | $1,092,561 | $186,324 | $9,807iApproximate average salary by contribution assumption: employee only about $245,163 at 4% or $163,442 at 6%; with 50% employer match about $163,442 at 4% or $108,961 at 6%; with 100% employer match about $122,582 at 4% or $81,721 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 19 | $1,092,561 | $186,324 | $9,807iApproximate average salary by contribution assumption: employee only about $245,163 at 4% or $163,442 at 6%; with 50% employer match about $163,442 at 4% or $108,961 at 6%; with 100% employer match about $122,582 at 4% or $81,721 at 6%. |
| 2002 | 1 | 16 | $606,303 | $69,109 | $4,319iApproximate average salary by contribution assumption: employee only about $107,983 at 4% or $71,989 at 6%; with 50% employer match about $71,989 at 4% or $47,992 at 6%; with 100% employer match about $53,991 at 4% or $35,994 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 16 | $606,303 | $69,109 | $4,319iApproximate average salary by contribution assumption: employee only about $107,983 at 4% or $71,989 at 6%; with 50% employer match about $71,989 at 4% or $47,992 at 6%; with 100% employer match about $53,991 at 4% or $35,994 at 6%. |
| 2001 | 1 | 13 | $640,446 | $82,623 | $6,356iApproximate average salary by contribution assumption: employee only about $158,890 at 4% or $105,927 at 6%; with 50% employer match about $105,927 at 4% or $70,618 at 6%; with 100% employer match about $79,445 at 4% or $52,963 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 13 | $640,446 | $82,623 | $6,356iApproximate average salary by contribution assumption: employee only about $158,890 at 4% or $105,927 at 6%; with 50% employer match about $105,927 at 4% or $70,618 at 6%; with 100% employer match about $79,445 at 4% or $52,963 at 6%. |
| 2000 | 1 | 12 | $0 | $0 | - |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 1 | 16 | $730,611 | $116,534 | $7,283iApproximate average salary by contribution assumption: employee only about $182,084 at 4% or $121,390 at 6%; with 50% employer match about $121,390 at 4% or $80,926 at 6%; with 100% employer match about $91,042 at 4% or $60,695 at 6%. |
| Evan Terry Associates P.C.401K Profit Sharing Plan | - | 16 | $730,611 | $116,534 | $7,283iApproximate average salary by contribution assumption: employee only about $182,084 at 4% or $121,390 at 6%; with 50% employer match about $121,390 at 4% or $80,926 at 6%; with 100% employer match about $91,042 at 4% or $60,695 at 6%. |