Civic Intelligence

Evergreen Research Inc.

Plan context: Evergreen Research Inc. 401K Plan

EIN 84-1093375 • Golden, CO • 25 filings • 6 plans

433 Park Point Drive, Suite 140Golden, CO 80401
Current Snapshot

Latest Year

2024

2024 Participants

106

2024 Assets

$3,514,002

2024 Contributions

$578,813

Historical Graphs

Total Assets Over Time

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

$3,558,718$1,779,359$0199920122023YearValue
$3,514,002Latest year 2023

Participants Over Time

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

106530199920122023YearValue
106Latest year 2023

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
202410$0$0-
Evergreen Research Inc. 401K Plan-0$0--
20231106$3,514,002$578,813$5,461iApproximate average salary by contribution assumption: employee only about $136,513 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%.
Evergreen Research Inc. 401K Plan-106$3,514,002$578,813$5,461iApproximate average salary by contribution assumption: employee only about $136,513 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%.
2022189$2,639,997$396,579$4,456iApproximate average salary by contribution assumption: employee only about $111,399 at 4% or $74,266 at 6%; with 50% employer match about $74,266 at 4% or $49,510 at 6%; with 100% employer match about $55,699 at 4% or $37,133 at 6%.
Evergreen Research Inc. 401K Plan-89$2,639,997$396,579$4,456iApproximate average salary by contribution assumption: employee only about $111,399 at 4% or $74,266 at 6%; with 50% employer match about $74,266 at 4% or $49,510 at 6%; with 100% employer match about $55,699 at 4% or $37,133 at 6%.
2021178$3,558,718$561,271$7,196iApproximate average salary by contribution assumption: employee only about $179,895 at 4% or $119,930 at 6%; with 50% employer match about $119,930 at 4% or $79,953 at 6%; with 100% employer match about $89,947 at 4% or $59,965 at 6%.
Evergreen Research Inc. 401K Plan-78$3,558,718$561,271$7,196iApproximate average salary by contribution assumption: employee only about $179,895 at 4% or $119,930 at 6%; with 50% employer match about $119,930 at 4% or $79,953 at 6%; with 100% employer match about $89,947 at 4% or $59,965 at 6%.
2020171$3,061,496$343,573$4,839iApproximate average salary by contribution assumption: employee only about $120,976 at 4% or $80,651 at 6%; with 50% employer match about $80,651 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
Evergreen Research Inc. 401K Plan-71$3,061,496$343,573$4,839iApproximate average salary by contribution assumption: employee only about $120,976 at 4% or $80,651 at 6%; with 50% employer match about $80,651 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
2019163$2,494,972$346,357$5,498iApproximate average salary by contribution assumption: employee only about $137,443 at 4% or $91,629 at 6%; with 50% employer match about $91,629 at 4% or $61,086 at 6%; with 100% employer match about $68,722 at 4% or $45,814 at 6%.
Evergreen Research Inc. 401K Plan-63$2,494,972$346,357$5,498iApproximate average salary by contribution assumption: employee only about $137,443 at 4% or $91,629 at 6%; with 50% employer match about $91,629 at 4% or $61,086 at 6%; with 100% employer match about $68,722 at 4% or $45,814 at 6%.
2018147$1,741,587$256,166$5,450iApproximate average salary by contribution assumption: employee only about $136,259 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,420 at 6%.
Evergreen Research Inc. 401K Plan-47$1,741,587$256,166$5,450iApproximate average salary by contribution assumption: employee only about $136,259 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,420 at 6%.
2017133$1,662,243$192,892$5,845iApproximate average salary by contribution assumption: employee only about $146,130 at 4% or $97,420 at 6%; with 50% employer match about $97,420 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%.
Evergreen Research Inc. 401K Plan-33$1,662,243$192,892$5,845iApproximate average salary by contribution assumption: employee only about $146,130 at 4% or $97,420 at 6%; with 50% employer match about $97,420 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%.
2016129$1,268,033$211,871$7,306iApproximate average salary by contribution assumption: employee only about $182,647 at 4% or $121,765 at 6%; with 50% employer match about $121,765 at 4% or $81,177 at 6%; with 100% employer match about $91,324 at 4% or $60,882 at 6%.
Evergreen Research Inc. 401K Plan-29$1,268,033$211,871$7,306iApproximate average salary by contribution assumption: employee only about $182,647 at 4% or $121,765 at 6%; with 50% employer match about $121,765 at 4% or $81,177 at 6%; with 100% employer match about $91,324 at 4% or $60,882 at 6%.
2015127$1,096,816$159,288$5,900iApproximate average salary by contribution assumption: employee only about $147,489 at 4% or $98,326 at 6%; with 50% employer match about $98,326 at 4% or $65,551 at 6%; with 100% employer match about $73,744 at 4% or $49,163 at 6%.
Evergreen Research Inc. 401K Plan-27$1,096,816$159,288$5,900iApproximate average salary by contribution assumption: employee only about $147,489 at 4% or $98,326 at 6%; with 50% employer match about $98,326 at 4% or $65,551 at 6%; with 100% employer match about $73,744 at 4% or $49,163 at 6%.
2014122$1,251,467$116,881$5,313iApproximate average salary by contribution assumption: employee only about $132,819 at 4% or $88,546 at 6%; with 50% employer match about $88,546 at 4% or $59,031 at 6%; with 100% employer match about $66,410 at 4% or $44,273 at 6%.
Evergreen Research Inc. 401K Plan-22$1,251,467$116,881$5,313iApproximate average salary by contribution assumption: employee only about $132,819 at 4% or $88,546 at 6%; with 50% employer match about $88,546 at 4% or $59,031 at 6%; with 100% employer match about $66,410 at 4% or $44,273 at 6%.
2013124$1,109,150$135,620$5,651iApproximate average salary by contribution assumption: employee only about $141,271 at 4% or $94,181 at 6%; with 50% employer match about $94,181 at 4% or $62,787 at 6%; with 100% employer match about $70,635 at 4% or $47,090 at 6%.
Evergreen Research Inc. 401K Plan-24$1,109,150$135,620$5,651iApproximate average salary by contribution assumption: employee only about $141,271 at 4% or $94,181 at 6%; with 50% employer match about $94,181 at 4% or $62,787 at 6%; with 100% employer match about $70,635 at 4% or $47,090 at 6%.
2012126$818,108$157,748$6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,840 at 4% or $50,560 at 6%.
Evergreen Research Inc. 401K Plan-26$818,108$157,748$6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,840 at 4% or $50,560 at 6%.
2011123$592,621$130,306$5,665iApproximate average salary by contribution assumption: employee only about $141,637 at 4% or $94,425 at 6%; with 50% employer match about $94,425 at 4% or $62,950 at 6%; with 100% employer match about $70,818 at 4% or $47,212 at 6%.
Evergreen Research Inc. 401K Plan-23$592,621$130,306$5,665iApproximate average salary by contribution assumption: employee only about $141,637 at 4% or $94,425 at 6%; with 50% employer match about $94,425 at 4% or $62,950 at 6%; with 100% employer match about $70,818 at 4% or $47,212 at 6%.
2010118$521,844$66,103$3,672iApproximate average salary by contribution assumption: employee only about $91,810 at 4% or $61,206 at 6%; with 50% employer match about $61,206 at 4% or $40,804 at 6%; with 100% employer match about $45,905 at 4% or $30,603 at 6%.
Evergreen Research Inc. 401K Plan-18$521,844$66,103$3,672iApproximate average salary by contribution assumption: employee only about $91,810 at 4% or $61,206 at 6%; with 50% employer match about $61,206 at 4% or $40,804 at 6%; with 100% employer match about $45,905 at 4% or $30,603 at 6%.
2009113$400,940$51,642$3,972iApproximate average salary by contribution assumption: employee only about $99,312 at 4% or $66,208 at 6%; with 50% employer match about $66,208 at 4% or $44,138 at 6%; with 100% employer match about $49,656 at 4% or $33,104 at 6%.
Evergreen Research Inc. 401K Plan-13$400,940$51,642$3,972iApproximate average salary by contribution assumption: employee only about $99,312 at 4% or $66,208 at 6%; with 50% employer match about $66,208 at 4% or $44,138 at 6%; with 100% employer match about $49,656 at 4% or $33,104 at 6%.
2008116$425,383$73,390$4,587iApproximate average salary by contribution assumption: employee only about $114,672 at 4% or $76,448 at 6%; with 50% employer match about $76,448 at 4% or $50,965 at 6%; with 100% employer match about $57,336 at 4% or $38,224 at 6%.
Evergreen Research Inc. 401K Plan-16$425,383$73,390$4,587iApproximate average salary by contribution assumption: employee only about $114,672 at 4% or $76,448 at 6%; with 50% employer match about $76,448 at 4% or $50,965 at 6%; with 100% employer match about $57,336 at 4% or $38,224 at 6%.
2007112$629,210$73,349$6,112iApproximate average salary by contribution assumption: employee only about $152,810 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,405 at 4% or $50,937 at 6%.
Evergreen Research Inc. 401K Plan-12$629,210$73,349$6,112iApproximate average salary by contribution assumption: employee only about $152,810 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,405 at 4% or $50,937 at 6%.
2006113$530,756$90,483$6,960iApproximate average salary by contribution assumption: employee only about $174,006 at 4% or $116,004 at 6%; with 50% employer match about $116,004 at 4% or $77,336 at 6%; with 100% employer match about $87,003 at 4% or $58,002 at 6%.
Evergreen Research Inc. 401K Plan-13$530,756$90,483$6,960iApproximate average salary by contribution assumption: employee only about $174,006 at 4% or $116,004 at 6%; with 50% employer match about $116,004 at 4% or $77,336 at 6%; with 100% employer match about $87,003 at 4% or $58,002 at 6%.
2005112$441,813$56,761$4,730iApproximate average salary by contribution assumption: employee only about $118,252 at 4% or $78,835 at 6%; with 50% employer match about $78,835 at 4% or $52,556 at 6%; with 100% employer match about $59,126 at 4% or $39,417 at 6%.
Evergreen Research Inc. 401K Plan-12$441,813$56,761$4,730iApproximate average salary by contribution assumption: employee only about $118,252 at 4% or $78,835 at 6%; with 50% employer match about $78,835 at 4% or $52,556 at 6%; with 100% employer match about $59,126 at 4% or $39,417 at 6%.
2004111$0$0-
Evergreen Research Inc. 401K Plan-11---
2003111$320,548$59,252$5,387iApproximate average salary by contribution assumption: employee only about $134,664 at 4% or $89,776 at 6%; with 50% employer match about $89,776 at 4% or $59,851 at 6%; with 100% employer match about $67,332 at 4% or $44,888 at 6%.
Evergreen Research Inc. 401K Plan-11$320,548$59,252$5,387iApproximate average salary by contribution assumption: employee only about $134,664 at 4% or $89,776 at 6%; with 50% employer match about $89,776 at 4% or $59,851 at 6%; with 100% employer match about $67,332 at 4% or $44,888 at 6%.
2002114$235,764$69,566$4,969iApproximate average salary by contribution assumption: employee only about $124,225 at 4% or $82,817 at 6%; with 50% employer match about $82,817 at 4% or $55,211 at 6%; with 100% employer match about $62,113 at 4% or $41,408 at 6%.
Evergreen Research Inc. 401K Plan-14$235,764$69,566$4,969iApproximate average salary by contribution assumption: employee only about $124,225 at 4% or $82,817 at 6%; with 50% employer match about $82,817 at 4% or $55,211 at 6%; with 100% employer match about $62,113 at 4% or $41,408 at 6%.
2000125$176,389$104,054$4,162iApproximate average salary by contribution assumption: employee only about $104,054 at 4% or $69,369 at 6%; with 50% employer match about $69,369 at 4% or $46,246 at 6%; with 100% employer match about $52,027 at 4% or $34,685 at 6%.
Evergreen Research Inc. 401K Plan-25$176,389$104,054$4,162iApproximate average salary by contribution assumption: employee only about $104,054 at 4% or $69,369 at 6%; with 50% employer match about $69,369 at 4% or $46,246 at 6%; with 100% employer match about $52,027 at 4% or $34,685 at 6%.
1999118$149,270$52,117$2,895iApproximate average salary by contribution assumption: employee only about $72,385 at 4% or $48,256 at 6%; with 50% employer match about $48,256 at 4% or $32,171 at 6%; with 100% employer match about $36,192 at 4% or $24,128 at 6%.
Evergreen Research Inc. 401K Plan-18$149,270$52,117$2,895iApproximate average salary by contribution assumption: employee only about $72,385 at 4% or $48,256 at 6%; with 50% employer match about $48,256 at 4% or $32,171 at 6%; with 100% employer match about $36,192 at 4% or $24,128 at 6%.