Civic Intelligence

Evolve Financial Planning

Plan context: Evolve Financial Planning 401(K) Plan

EIN 81-4537215 • Harrisburg, PA • 9 filings • 1 plans

2415 N. Front St.Harrisburg, PA 17110
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,311,103

2025 Contributions

$43,058

Historical Graphs

Total Assets Over Time

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

$1,311,103$655,552$0201720212025YearValue
$1,311,103Latest year 2025

Participants Over Time

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

420201720212025YearValue
4Latest year 2025

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
202514$1,311,103$43,058$10,765iApproximate average salary by contribution assumption: employee only about $269,113 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,606 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%.
Evolve Financial Planning 401(K) Plan-4$1,311,103$43,058$10,765iApproximate average salary by contribution assumption: employee only about $269,113 at 4% or $179,408 at 6%; with 50% employer match about $179,408 at 4% or $119,606 at 6%; with 100% employer match about $134,556 at 4% or $89,704 at 6%.
202413$1,040,938$33,451$11,150iApproximate average salary by contribution assumption: employee only about $278,758 at 4% or $185,839 at 6%; with 50% employer match about $185,839 at 4% or $123,893 at 6%; with 100% employer match about $139,379 at 4% or $92,919 at 6%.
Evolve Financial Planning 401(K) Plan-3$1,040,938$33,451$11,150iApproximate average salary by contribution assumption: employee only about $278,758 at 4% or $185,839 at 6%; with 50% employer match about $185,839 at 4% or $123,893 at 6%; with 100% employer match about $139,379 at 4% or $92,919 at 6%.
202313$838,313$42,744$14,248iApproximate average salary by contribution assumption: employee only about $356,200 at 4% or $237,467 at 6%; with 50% employer match about $237,467 at 4% or $158,311 at 6%; with 100% employer match about $178,100 at 4% or $118,733 at 6%.
Evolve Financial Planning 401(K) Plan-3$838,313$42,744$14,248iApproximate average salary by contribution assumption: employee only about $356,200 at 4% or $237,467 at 6%; with 50% employer match about $237,467 at 4% or $158,311 at 6%; with 100% employer match about $178,100 at 4% or $118,733 at 6%.
202213$663,934$39,069$13,023iApproximate average salary by contribution assumption: employee only about $325,575 at 4% or $217,050 at 6%; with 50% employer match about $217,050 at 4% or $144,700 at 6%; with 100% employer match about $162,788 at 4% or $108,525 at 6%.
Evolve Financial Planning 401(K) Plan-3$663,934$39,069$13,023iApproximate average salary by contribution assumption: employee only about $325,575 at 4% or $217,050 at 6%; with 50% employer match about $217,050 at 4% or $144,700 at 6%; with 100% employer match about $162,788 at 4% or $108,525 at 6%.
202113$737,347$35,766$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
Evolve Financial Planning 401(K) Plan-3$737,347$35,766$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
202012$600,880$32,445$16,223iApproximate average salary by contribution assumption: employee only about $405,563 at 4% or $270,375 at 6%; with 50% employer match about $270,375 at 4% or $180,250 at 6%; with 100% employer match about $202,781 at 4% or $135,188 at 6%.
Evolve Financial Planning 401(K) Plan-2$600,880$32,445$16,223iApproximate average salary by contribution assumption: employee only about $405,563 at 4% or $270,375 at 6%; with 50% employer match about $270,375 at 4% or $180,250 at 6%; with 100% employer match about $202,781 at 4% or $135,188 at 6%.
201912$487,072$32,923$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
Evolve Financial Planning 401(K) Plan-2$487,072$32,923$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
201812$370,024$77,913$38,957iApproximate average salary by contribution assumption: employee only about $973,913 at 4% or $649,275 at 6%; with 50% employer match about $649,275 at 4% or $432,850 at 6%; with 100% employer match about $486,956 at 4% or $324,638 at 6%.
Evolve Financial Planning 401(K) Plan-2$370,024$77,913$38,957iApproximate average salary by contribution assumption: employee only about $973,913 at 4% or $649,275 at 6%; with 50% employer match about $649,275 at 4% or $432,850 at 6%; with 100% employer match about $486,956 at 4% or $324,638 at 6%.
201713$316,502$293,203$97,734iApproximate average salary by contribution assumption: employee only about $2,443,358 at 4% or $1,628,906 at 6%; with 50% employer match about $1,628,906 at 4% or $1,085,937 at 6%; with 100% employer match about $1,221,679 at 4% or $814,453 at 6%.
Evolve Financial Planning 401(K) Plan-3$316,502$293,203$97,734iApproximate average salary by contribution assumption: employee only about $2,443,358 at 4% or $1,628,906 at 6%; with 50% employer match about $1,628,906 at 4% or $1,085,937 at 6%; with 100% employer match about $1,221,679 at 4% or $814,453 at 6%.