Everge Group LLC.
Plan context: Everge Group LLC 401K Plan
EIN 75-2872461 • Lewisville, TX • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
67
2024 Assets
$10,549,660
2024 Contributions
$765,091
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 | 67 | $10,549,660 | $765,091 | $11,419iApproximate average salary by contribution assumption: employee only about $285,482 at 4% or $190,321 at 6%; with 50% employer match about $190,321 at 4% or $126,881 at 6%; with 100% employer match about $142,741 at 4% or $95,161 at 6%. |
| Everge Group LLC 401K Plan | - | 67 | $10,549,660 | $765,091 | $11,419iApproximate average salary by contribution assumption: employee only about $285,482 at 4% or $190,321 at 6%; with 50% employer match about $190,321 at 4% or $126,881 at 6%; with 100% employer match about $142,741 at 4% or $95,161 at 6%. |
| 2023 | 1 | 52 | $11,538,328 | $852,019 | $16,385iApproximate average salary by contribution assumption: employee only about $409,625 at 4% or $273,083 at 6%; with 50% employer match about $273,083 at 4% or $182,055 at 6%; with 100% employer match about $204,812 at 4% or $136,542 at 6%. |
| Everge Group LLC 401K Plan | - | 52 | $11,538,328 | $852,019 | $16,385iApproximate average salary by contribution assumption: employee only about $409,625 at 4% or $273,083 at 6%; with 50% employer match about $273,083 at 4% or $182,055 at 6%; with 100% employer match about $204,812 at 4% or $136,542 at 6%. |
| 2022 | 1 | 92 | $9,597,654 | $729,539 | $7,930iApproximate average salary by contribution assumption: employee only about $198,244 at 4% or $132,163 at 6%; with 50% employer match about $132,163 at 4% or $88,109 at 6%; with 100% employer match about $99,122 at 4% or $66,081 at 6%. |
| Everge Group LLC 401K Plan | - | 92 | $9,597,654 | $729,539 | $7,930iApproximate average salary by contribution assumption: employee only about $198,244 at 4% or $132,163 at 6%; with 50% employer match about $132,163 at 4% or $88,109 at 6%; with 100% employer match about $99,122 at 4% or $66,081 at 6%. |
| 2021 | 1 | 86 | $10,781,666 | $591,618 | $6,879iApproximate average salary by contribution assumption: employee only about $171,982 at 4% or $114,655 at 6%; with 50% employer match about $114,655 at 4% or $76,436 at 6%; with 100% employer match about $85,991 at 4% or $57,327 at 6%. |
| Everge Group LLC 401K Plan | - | 86 | $10,781,666 | $591,618 | $6,879iApproximate average salary by contribution assumption: employee only about $171,982 at 4% or $114,655 at 6%; with 50% employer match about $114,655 at 4% or $76,436 at 6%; with 100% employer match about $85,991 at 4% or $57,327 at 6%. |
| 2020 | 1 | 60 | $9,313,801 | $671,380 | $11,190iApproximate average salary by contribution assumption: employee only about $279,742 at 4% or $186,494 at 6%; with 50% employer match about $186,494 at 4% or $124,330 at 6%; with 100% employer match about $139,871 at 4% or $93,247 at 6%. |
| Everge Group LLC 401K Plan | - | 60 | $9,313,801 | $671,380 | $11,190iApproximate average salary by contribution assumption: employee only about $279,742 at 4% or $186,494 at 6%; with 50% employer match about $186,494 at 4% or $124,330 at 6%; with 100% employer match about $139,871 at 4% or $93,247 at 6%. |
| 2019 | 1 | 63 | $9,090,974 | $689,887 | $10,951iApproximate average salary by contribution assumption: employee only about $273,765 at 4% or $182,510 at 6%; with 50% employer match about $182,510 at 4% or $121,673 at 6%; with 100% employer match about $136,882 at 4% or $91,255 at 6%. |
| Everge Group LLC 401K Plan | - | 63 | $9,090,974 | $689,887 | $10,951iApproximate average salary by contribution assumption: employee only about $273,765 at 4% or $182,510 at 6%; with 50% employer match about $182,510 at 4% or $121,673 at 6%; with 100% employer match about $136,882 at 4% or $91,255 at 6%. |
| 2018 | 1 | 57 | $8,330,181 | $712,274 | $12,496iApproximate average salary by contribution assumption: employee only about $312,401 at 4% or $208,267 at 6%; with 50% employer match about $208,267 at 4% or $138,845 at 6%; with 100% employer match about $156,200 at 4% or $104,134 at 6%. |
| Everge Group LLC 401K Plan | - | 57 | $8,330,181 | $712,274 | $12,496iApproximate average salary by contribution assumption: employee only about $312,401 at 4% or $208,267 at 6%; with 50% employer match about $208,267 at 4% or $138,845 at 6%; with 100% employer match about $156,200 at 4% or $104,134 at 6%. |
| 2017 | 1 | 88 | $11,034,817 | $1,008,648 | $11,462iApproximate average salary by contribution assumption: employee only about $286,548 at 4% or $191,032 at 6%; with 50% employer match about $191,032 at 4% or $127,355 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%. |
| Everge Group LLC 401K Plan | - | 88 | $11,034,817 | $1,008,648 | $11,462iApproximate average salary by contribution assumption: employee only about $286,548 at 4% or $191,032 at 6%; with 50% employer match about $191,032 at 4% or $127,355 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%. |
| 2016 | 2 | 89 | $9,609,846 | $912,796 | $10,256iApproximate average salary by contribution assumption: employee only about $256,403 at 4% or $170,936 at 6%; with 50% employer match about $170,936 at 4% or $113,957 at 6%; with 100% employer match about $128,202 at 4% or $85,468 at 6%. |
| Everge Group LLC 401K Plan | - | 89 | $9,609,846 | $912,796 | $10,256iApproximate average salary by contribution assumption: employee only about $256,403 at 4% or $170,936 at 6%; with 50% employer match about $170,936 at 4% or $113,957 at 6%; with 100% employer match about $128,202 at 4% or $85,468 at 6%. |
| Everge Group LLC. Health and Welfare Plan | - | 68 | - | - | - |
| 2015 | 2 | 108 | $8,396,163 | $1,127,760 | $10,442iApproximate average salary by contribution assumption: employee only about $261,056 at 4% or $174,037 at 6%; with 50% employer match about $174,037 at 4% or $116,025 at 6%; with 100% employer match about $130,528 at 4% or $87,019 at 6%. |
| Everge Group LLC 401K Plan | - | 108 | $8,396,163 | $1,127,760 | $10,442iApproximate average salary by contribution assumption: employee only about $261,056 at 4% or $174,037 at 6%; with 50% employer match about $174,037 at 4% or $116,025 at 6%; with 100% employer match about $130,528 at 4% or $87,019 at 6%. |
| Everge Group LLC. Health and Welfare Plan | - | 106 | - | - | - |
| 2014 | 2 | 116 | $8,188,246 | $1,178,149 | $10,156iApproximate average salary by contribution assumption: employee only about $253,911 at 4% or $169,274 at 6%; with 50% employer match about $169,274 at 4% or $112,850 at 6%; with 100% employer match about $126,956 at 4% or $84,637 at 6%. |
| Everge Group LLC 401K Plan | - | 116 | $8,188,246 | $1,178,149 | $10,156iApproximate average salary by contribution assumption: employee only about $253,911 at 4% or $169,274 at 6%; with 50% employer match about $169,274 at 4% or $112,850 at 6%; with 100% employer match about $126,956 at 4% or $84,637 at 6%. |
| Everge Group LLC. Health and Welfare Plan | - | 114 | - | - | - |
| 2013 | 2 | 146 | $7,131,785 | $1,244,302 | $8,523iApproximate average salary by contribution assumption: employee only about $213,065 at 4% or $142,044 at 6%; with 50% employer match about $142,044 at 4% or $94,696 at 6%; with 100% employer match about $106,533 at 4% or $71,022 at 6%. |
| Everge Group LLC 401K Plan | - | 131 | $7,131,785 | $1,244,302 | $9,498iApproximate average salary by contribution assumption: employee only about $237,462 at 4% or $158,308 at 6%; with 50% employer match about $158,308 at 4% or $105,539 at 6%; with 100% employer match about $118,731 at 4% or $79,154 at 6%. |
| Everge Group LLC. Health and Welfare Plan | - | 146 | - | - | - |
| 2012 | 1 | 117 | $4,835,779 | $846,001 | $7,231iApproximate average salary by contribution assumption: employee only about $180,769 at 4% or $120,513 at 6%; with 50% employer match about $120,513 at 4% or $80,342 at 6%; with 100% employer match about $90,385 at 4% or $60,256 at 6%. |
| Everge Group LLC 401K Plan | - | 117 | $4,835,779 | $846,001 | $7,231iApproximate average salary by contribution assumption: employee only about $180,769 at 4% or $120,513 at 6%; with 50% employer match about $120,513 at 4% or $80,342 at 6%; with 100% employer match about $90,385 at 4% or $60,256 at 6%. |
| 2003 | 1 | 34 | $499,375 | $499,375 | $14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%. |
| EVERGE INTERESTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 34 | $499,375 | $499,375 | $14,688iApproximate average salary by contribution assumption: employee only about $367,188 at 4% or $244,792 at 6%; with 50% employer match about $244,792 at 4% or $163,194 at 6%; with 100% employer match about $183,594 at 4% or $122,396 at 6%. |