Civic Intelligence

Evergreen Investments LLC

Plan context: Evergreen Investments Retirement Savings Plan

EIN 65-0713813 • Lebanon, MO • 18 filings • 1 plans

2100 Evergreen ParkwayPO Box 1600Lebanon, MO 65536
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$5,742,492

2024 Contributions

$498,792

Historical Graphs

Total Assets Over Time

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

$5,742,492$2,871,246$0200720162024YearValue
$5,742,492Latest year 2024

Participants Over Time

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

65330200720162024YearValue
58Latest 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
2024158$5,742,492$498,792$8,600iApproximate average salary by contribution assumption: employee only about $214,997 at 4% or $143,331 at 6%; with 50% employer match about $143,331 at 4% or $95,554 at 6%; with 100% employer match about $107,498 at 4% or $71,666 at 6%.
Evergreen Investments Retirement Savings Plan-58$5,742,492$498,792$8,600iApproximate average salary by contribution assumption: employee only about $214,997 at 4% or $143,331 at 6%; with 50% employer match about $143,331 at 4% or $95,554 at 6%; with 100% employer match about $107,498 at 4% or $71,666 at 6%.
2023165$4,760,668$465,438$7,161iApproximate average salary by contribution assumption: employee only about $179,015 at 4% or $119,343 at 6%; with 50% employer match about $119,343 at 4% or $79,562 at 6%; with 100% employer match about $89,507 at 4% or $59,672 at 6%.
Evergreen Investments Retirement Savings Plan-65$4,760,668$465,438$7,161iApproximate average salary by contribution assumption: employee only about $179,015 at 4% or $119,343 at 6%; with 50% employer match about $119,343 at 4% or $79,562 at 6%; with 100% employer match about $89,507 at 4% or $59,672 at 6%.
2022161$3,840,881$439,874$7,211iApproximate average salary by contribution assumption: employee only about $180,276 at 4% or $120,184 at 6%; with 50% employer match about $120,184 at 4% or $80,123 at 6%; with 100% employer match about $90,138 at 4% or $60,092 at 6%.
Evergreen Investments Retirement Savings Plan-61$3,840,881$439,874$7,211iApproximate average salary by contribution assumption: employee only about $180,276 at 4% or $120,184 at 6%; with 50% employer match about $120,184 at 4% or $80,123 at 6%; with 100% employer match about $90,138 at 4% or $60,092 at 6%.
2021155$4,136,948$384,109$6,984iApproximate average salary by contribution assumption: employee only about $174,595 at 4% or $116,397 at 6%; with 50% employer match about $116,397 at 4% or $77,598 at 6%; with 100% employer match about $87,298 at 4% or $58,198 at 6%.
Evergreen Investments Retirement Savings Plan-55$4,136,948$384,109$6,984iApproximate average salary by contribution assumption: employee only about $174,595 at 4% or $116,397 at 6%; with 50% employer match about $116,397 at 4% or $77,598 at 6%; with 100% employer match about $87,298 at 4% or $58,198 at 6%.
2020153$3,666,540$353,995$6,679iApproximate average salary by contribution assumption: employee only about $166,979 at 4% or $111,319 at 6%; with 50% employer match about $111,319 at 4% or $74,213 at 6%; with 100% employer match about $83,489 at 4% or $55,660 at 6%.
Evergreen Investments Retirement Savings Plan-53$3,666,540$353,995$6,679iApproximate average salary by contribution assumption: employee only about $166,979 at 4% or $111,319 at 6%; with 50% employer match about $111,319 at 4% or $74,213 at 6%; with 100% employer match about $83,489 at 4% or $55,660 at 6%.
2019154$3,175,578$355,798$6,589iApproximate average salary by contribution assumption: employee only about $164,721 at 4% or $109,814 at 6%; with 50% employer match about $109,814 at 4% or $73,209 at 6%; with 100% employer match about $82,361 at 4% or $54,907 at 6%.
Evergreen Investments Retirement Savings Plan-54$3,175,578$355,798$6,589iApproximate average salary by contribution assumption: employee only about $164,721 at 4% or $109,814 at 6%; with 50% employer match about $109,814 at 4% or $73,209 at 6%; with 100% employer match about $82,361 at 4% or $54,907 at 6%.
2018148$2,433,290$346,921$7,228iApproximate average salary by contribution assumption: employee only about $180,688 at 4% or $120,459 at 6%; with 50% employer match about $120,459 at 4% or $80,306 at 6%; with 100% employer match about $90,344 at 4% or $60,229 at 6%.
Evergreen Investments Retirement Savings Plan-48$2,433,290$346,921$7,228iApproximate average salary by contribution assumption: employee only about $180,688 at 4% or $120,459 at 6%; with 50% employer match about $120,459 at 4% or $80,306 at 6%; with 100% employer match about $90,344 at 4% or $60,229 at 6%.
2017141$2,434,994$350,640$8,552iApproximate average salary by contribution assumption: employee only about $213,805 at 4% or $142,537 at 6%; with 50% employer match about $142,537 at 4% or $95,024 at 6%; with 100% employer match about $106,902 at 4% or $71,268 at 6%.
Evergreen Investments Retirement Savings Plan-41$2,434,994$350,640$8,552iApproximate average salary by contribution assumption: employee only about $213,805 at 4% or $142,537 at 6%; with 50% employer match about $142,537 at 4% or $95,024 at 6%; with 100% employer match about $106,902 at 4% or $71,268 at 6%.
2016142$1,892,737$311,355$7,413iApproximate average salary by contribution assumption: employee only about $185,330 at 4% or $123,554 at 6%; with 50% employer match about $123,554 at 4% or $82,369 at 6%; with 100% employer match about $92,665 at 4% or $61,777 at 6%.
Evergreen Investments Retirement Savings Plan-42$1,892,737$311,355$7,413iApproximate average salary by contribution assumption: employee only about $185,330 at 4% or $123,554 at 6%; with 50% employer match about $123,554 at 4% or $82,369 at 6%; with 100% employer match about $92,665 at 4% or $61,777 at 6%.
2015158$1,491,004$227,591$3,924iApproximate average salary by contribution assumption: employee only about $98,100 at 4% or $65,400 at 6%; with 50% employer match about $65,400 at 4% or $43,600 at 6%; with 100% employer match about $49,050 at 4% or $32,700 at 6%.
Evergreen Investments Retirement Savings Plan-58$1,491,004$227,591$3,924iApproximate average salary by contribution assumption: employee only about $98,100 at 4% or $65,400 at 6%; with 50% employer match about $65,400 at 4% or $43,600 at 6%; with 100% employer match about $49,050 at 4% or $32,700 at 6%.
2014152$1,363,930$239,775$4,611iApproximate average salary by contribution assumption: employee only about $115,276 at 4% or $76,851 at 6%; with 50% employer match about $76,851 at 4% or $51,234 at 6%; with 100% employer match about $57,638 at 4% or $38,425 at 6%.
Evergreen Investments Retirement Savings Plan-52$1,363,930$239,775$4,611iApproximate average salary by contribution assumption: employee only about $115,276 at 4% or $76,851 at 6%; with 50% employer match about $76,851 at 4% or $51,234 at 6%; with 100% employer match about $57,638 at 4% or $38,425 at 6%.
2013157$1,119,547$187,669$3,292iApproximate average salary by contribution assumption: employee only about $82,311 at 4% or $54,874 at 6%; with 50% employer match about $54,874 at 4% or $36,583 at 6%; with 100% employer match about $41,155 at 4% or $27,437 at 6%.
Evergreen Investments Retirement Savings Plan-57$1,119,547$187,669$3,292iApproximate average salary by contribution assumption: employee only about $82,311 at 4% or $54,874 at 6%; with 50% employer match about $54,874 at 4% or $36,583 at 6%; with 100% employer match about $41,155 at 4% or $27,437 at 6%.
2012155$736,098$168,609$3,066iApproximate average salary by contribution assumption: employee only about $76,640 at 4% or $51,094 at 6%; with 50% employer match about $51,094 at 4% or $34,062 at 6%; with 100% employer match about $38,320 at 4% or $25,547 at 6%.
Evergreen Investments Retirement Savings Plan-55$736,098$168,609$3,066iApproximate average salary by contribution assumption: employee only about $76,640 at 4% or $51,094 at 6%; with 50% employer match about $51,094 at 4% or $34,062 at 6%; with 100% employer match about $38,320 at 4% or $25,547 at 6%.
2011138$580,407$188,955$4,973iApproximate average salary by contribution assumption: employee only about $124,313 at 4% or $82,875 at 6%; with 50% employer match about $82,875 at 4% or $55,250 at 6%; with 100% employer match about $62,156 at 4% or $41,438 at 6%.
Evergreen Investments Retirement Savings Plan-38$580,407$188,955$4,973iApproximate average salary by contribution assumption: employee only about $124,313 at 4% or $82,875 at 6%; with 50% employer match about $82,875 at 4% or $55,250 at 6%; with 100% employer match about $62,156 at 4% or $41,438 at 6%.
2010125$421,070$118,857$4,754iApproximate average salary by contribution assumption: employee only about $118,857 at 4% or $79,238 at 6%; with 50% employer match about $79,238 at 4% or $52,825 at 6%; with 100% employer match about $59,428 at 4% or $39,619 at 6%.
Evergreen Investments Retirement Savings Plan-25$421,070$118,857$4,754iApproximate average salary by contribution assumption: employee only about $118,857 at 4% or $79,238 at 6%; with 50% employer match about $79,238 at 4% or $52,825 at 6%; with 100% employer match about $59,428 at 4% or $39,619 at 6%.
2009127$255,942$109,477$4,055iApproximate average salary by contribution assumption: employee only about $101,368 at 4% or $67,578 at 6%; with 50% employer match about $67,578 at 4% or $45,052 at 6%; with 100% employer match about $50,684 at 4% or $33,789 at 6%.
Evergreen Investments Retirement Savings Plan-27$255,942$109,477$4,055iApproximate average salary by contribution assumption: employee only about $101,368 at 4% or $67,578 at 6%; with 50% employer match about $67,578 at 4% or $45,052 at 6%; with 100% employer match about $50,684 at 4% or $33,789 at 6%.
2008128$92,951$82,089$2,932iApproximate average salary by contribution assumption: employee only about $73,294 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,575 at 6%; with 100% employer match about $36,647 at 4% or $24,431 at 6%.
Evergreen Investments Retirement Savings Plan-28$92,951$82,089$2,932iApproximate average salary by contribution assumption: employee only about $73,294 at 4% or $48,863 at 6%; with 50% employer match about $48,863 at 4% or $32,575 at 6%; with 100% employer match about $36,647 at 4% or $24,431 at 6%.
2007126$47,433$47,402$1,823iApproximate average salary by contribution assumption: employee only about $45,579 at 4% or $30,386 at 6%; with 50% employer match about $30,386 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%.
Evergreen Investments Retirement Savings Plan-26$47,433$47,402$1,823iApproximate average salary by contribution assumption: employee only about $45,579 at 4% or $30,386 at 6%; with 50% employer match about $30,386 at 4% or $20,257 at 6%; with 100% employer match about $22,789 at 4% or $15,193 at 6%.