Current Snapshot
Latest Year
2024
2024 Participants
143
2024 Assets
$14,299,454
2024 Contributions
$2,142,057
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 | 2 | 143 | $14,299,454 | $2,142,057 | $14,979iApproximate average salary by contribution assumption: employee only about $374,485 at 4% or $249,657 at 6%; with 50% employer match about $249,657 at 4% or $166,438 at 6%; with 100% employer match about $187,243 at 4% or $124,828 at 6%. |
| Evertrue 401(K) Plan | - | 143 | $14,299,454 | $2,142,057 | $14,979iApproximate average salary by contribution assumption: employee only about $374,485 at 4% or $249,657 at 6%; with 50% employer match about $249,657 at 4% or $166,438 at 6%; with 100% employer match about $187,243 at 4% or $124,828 at 6%. |
| Evertrue Inc. Health and Welfare Benefits Plan | - | 141 | - | - | - |
| 2016 | 1 | 0 | $0 | $341,682 | - |
| Evertrue Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | $341,682 | - |
| 2015 | 1 | 75 | $912,037 | $476,268 | $6,350iApproximate average salary by contribution assumption: employee only about $158,756 at 4% or $105,837 at 6%; with 50% employer match about $105,837 at 4% or $70,558 at 6%; with 100% employer match about $79,378 at 4% or $52,919 at 6%. |
| Evertrue Inc 401 K Profit Sharing Plan Trust | - | 75 | $912,037 | $476,268 | $6,350iApproximate average salary by contribution assumption: employee only about $158,756 at 4% or $105,837 at 6%; with 50% employer match about $105,837 at 4% or $70,558 at 6%; with 100% employer match about $79,378 at 4% or $52,919 at 6%. |
| 2014 | 1 | 50 | $462,828 | $349,093 | $6,982iApproximate average salary by contribution assumption: employee only about $174,547 at 4% or $116,364 at 6%; with 50% employer match about $116,364 at 4% or $77,576 at 6%; with 100% employer match about $87,273 at 4% or $58,182 at 6%. |
| Evertrue Inc 401 K Profit Sharing Plan Trust | - | 50 | $462,828 | $349,093 | $6,982iApproximate average salary by contribution assumption: employee only about $174,547 at 4% or $116,364 at 6%; with 50% employer match about $116,364 at 4% or $77,576 at 6%; with 100% employer match about $87,273 at 4% or $58,182 at 6%. |
| 2013 | 1 | 28 | $99,162 | $95,101 | $3,396iApproximate average salary by contribution assumption: employee only about $84,912 at 4% or $56,608 at 6%; with 50% employer match about $56,608 at 4% or $37,738 at 6%; with 100% employer match about $42,456 at 4% or $28,304 at 6%. |
| Evertrue Inc 401 K Profit Sharing Plan Trust | - | 28 | $99,162 | $95,101 | $3,396iApproximate average salary by contribution assumption: employee only about $84,912 at 4% or $56,608 at 6%; with 50% employer match about $56,608 at 4% or $37,738 at 6%; with 100% employer match about $42,456 at 4% or $28,304 at 6%. |