Everitt Investments Inc.
Plan context: Everitt Investments Salary Reduction Plan
EIN 84-0477002 • Fort Collins, CO • 10 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
13
2015 Assets
$1,430,174
2015 Contributions
$17,074
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $17,074 | - |
| Everitt Investments Salary Reduction Plan | - | 0 | $0 | $17,074 | - |
| 2014 | 1 | 13 | $1,430,174 | $61,821 | $4,755iApproximate average salary by contribution assumption: employee only about $118,887 at 4% or $79,258 at 6%; with 50% employer match about $79,258 at 4% or $52,838 at 6%; with 100% employer match about $59,443 at 4% or $39,629 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 13 | $1,430,174 | $61,821 | $4,755iApproximate average salary by contribution assumption: employee only about $118,887 at 4% or $79,258 at 6%; with 50% employer match about $79,258 at 4% or $52,838 at 6%; with 100% employer match about $59,443 at 4% or $39,629 at 6%. |
| 2013 | 1 | 14 | $2,416,055 | $36,945 | $2,639iApproximate average salary by contribution assumption: employee only about $65,973 at 4% or $43,982 at 6%; with 50% employer match about $43,982 at 4% or $29,321 at 6%; with 100% employer match about $32,987 at 4% or $21,991 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 14 | $2,416,055 | $36,945 | $2,639iApproximate average salary by contribution assumption: employee only about $65,973 at 4% or $43,982 at 6%; with 50% employer match about $43,982 at 4% or $29,321 at 6%; with 100% employer match about $32,987 at 4% or $21,991 at 6%. |
| 2012 | 1 | 20 | $2,339,110 | $36,120 | $1,806iApproximate average salary by contribution assumption: employee only about $45,150 at 4% or $30,100 at 6%; with 50% employer match about $30,100 at 4% or $20,067 at 6%; with 100% employer match about $22,575 at 4% or $15,050 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 20 | $2,339,110 | $36,120 | $1,806iApproximate average salary by contribution assumption: employee only about $45,150 at 4% or $30,100 at 6%; with 50% employer match about $30,100 at 4% or $20,067 at 6%; with 100% employer match about $22,575 at 4% or $15,050 at 6%. |
| 2011 | 1 | 25 | $2,568,691 | $61,768 | $2,471iApproximate average salary by contribution assumption: employee only about $61,768 at 4% or $41,179 at 6%; with 50% employer match about $41,179 at 4% or $27,452 at 6%; with 100% employer match about $30,884 at 4% or $20,589 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 25 | $2,568,691 | $61,768 | $2,471iApproximate average salary by contribution assumption: employee only about $61,768 at 4% or $41,179 at 6%; with 50% employer match about $41,179 at 4% or $27,452 at 6%; with 100% employer match about $30,884 at 4% or $20,589 at 6%. |
| 2010 | 1 | 29 | $2,652,586 | $45,356 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 29 | $2,652,586 | $45,356 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| 2009 | 1 | 33 | $2,404,000 | $46,413 | $1,406iApproximate average salary by contribution assumption: employee only about $35,161 at 4% or $23,441 at 6%; with 50% employer match about $23,441 at 4% or $15,627 at 6%; with 100% employer match about $17,581 at 4% or $11,720 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 33 | $2,404,000 | $46,413 | $1,406iApproximate average salary by contribution assumption: employee only about $35,161 at 4% or $23,441 at 6%; with 50% employer match about $23,441 at 4% or $15,627 at 6%; with 100% employer match about $17,581 at 4% or $11,720 at 6%. |
| 2008 | 1 | 28 | $2,095,892 | $69,476 | $2,481iApproximate average salary by contribution assumption: employee only about $62,032 at 4% or $41,355 at 6%; with 50% employer match about $41,355 at 4% or $27,570 at 6%; with 100% employer match about $31,016 at 4% or $20,677 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 28 | $2,095,892 | $69,476 | $2,481iApproximate average salary by contribution assumption: employee only about $62,032 at 4% or $41,355 at 6%; with 50% employer match about $41,355 at 4% or $27,570 at 6%; with 100% employer match about $31,016 at 4% or $20,677 at 6%. |
| 2007 | 1 | 29 | $3,230,698 | $323,364 | $11,150iApproximate average salary by contribution assumption: employee only about $278,762 at 4% or $185,841 at 6%; with 50% employer match about $185,841 at 4% or $123,894 at 6%; with 100% employer match about $139,381 at 4% or $92,921 at 6%. |
| Everitt Investments Salary Reduction Plan | - | 29 | $3,230,698 | $323,364 | $11,150iApproximate average salary by contribution assumption: employee only about $278,762 at 4% or $185,841 at 6%; with 50% employer match about $185,841 at 4% or $123,894 at 6%; with 100% employer match about $139,381 at 4% or $92,921 at 6%. |
| 2006 | 1 | 33 | $0 | $0 | - |
| Everitt Investments Salary Reduction Plan | - | 33 | - | - | - |