Evergreen Financial Services Inc
Plan context: Evergreen Financial Services Inc 401(K) Plan
EIN 91-1047292 • Yakima, WA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$2,281,413
2024 Contributions
$78,753
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 | 33 | $2,281,413 | $78,753 | $2,386iApproximate average salary by contribution assumption: employee only about $59,661 at 4% or $39,774 at 6%; with 50% employer match about $39,774 at 4% or $26,516 at 6%; with 100% employer match about $29,831 at 4% or $19,887 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 33 | $2,281,413 | $78,753 | $2,386iApproximate average salary by contribution assumption: employee only about $59,661 at 4% or $39,774 at 6%; with 50% employer match about $39,774 at 4% or $26,516 at 6%; with 100% employer match about $29,831 at 4% or $19,887 at 6%. |
| 2023 | 1 | 17 | $1,906,084 | $70,655 | $4,156iApproximate average salary by contribution assumption: employee only about $103,904 at 4% or $69,270 at 6%; with 50% employer match about $69,270 at 4% or $46,180 at 6%; with 100% employer match about $51,952 at 4% or $34,635 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 17 | $1,906,084 | $70,655 | $4,156iApproximate average salary by contribution assumption: employee only about $103,904 at 4% or $69,270 at 6%; with 50% employer match about $69,270 at 4% or $46,180 at 6%; with 100% employer match about $51,952 at 4% or $34,635 at 6%. |
| 2022 | 1 | 30 | $1,675,058 | $72,062 | $2,402iApproximate average salary by contribution assumption: employee only about $60,052 at 4% or $40,034 at 6%; with 50% employer match about $40,034 at 4% or $26,690 at 6%; with 100% employer match about $30,026 at 4% or $20,017 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 30 | $1,675,058 | $72,062 | $2,402iApproximate average salary by contribution assumption: employee only about $60,052 at 4% or $40,034 at 6%; with 50% employer match about $40,034 at 4% or $26,690 at 6%; with 100% employer match about $30,026 at 4% or $20,017 at 6%. |
| 2021 | 1 | 36 | $2,362,014 | $79,047 | $2,196iApproximate average salary by contribution assumption: employee only about $54,894 at 4% or $36,596 at 6%; with 50% employer match about $36,596 at 4% or $24,397 at 6%; with 100% employer match about $27,447 at 4% or $18,298 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 36 | $2,362,014 | $79,047 | $2,196iApproximate average salary by contribution assumption: employee only about $54,894 at 4% or $36,596 at 6%; with 50% employer match about $36,596 at 4% or $24,397 at 6%; with 100% employer match about $27,447 at 4% or $18,298 at 6%. |
| 2020 | 1 | 39 | $2,025,184 | $88,651 | $2,273iApproximate average salary by contribution assumption: employee only about $56,828 at 4% or $37,885 at 6%; with 50% employer match about $37,885 at 4% or $25,257 at 6%; with 100% employer match about $28,414 at 4% or $18,943 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 39 | $2,025,184 | $88,651 | $2,273iApproximate average salary by contribution assumption: employee only about $56,828 at 4% or $37,885 at 6%; with 50% employer match about $37,885 at 4% or $25,257 at 6%; with 100% employer match about $28,414 at 4% or $18,943 at 6%. |
| 2019 | 1 | 41 | $1,742,016 | $157,462 | $3,841iApproximate average salary by contribution assumption: employee only about $96,013 at 4% or $64,009 at 6%; with 50% employer match about $64,009 at 4% or $42,673 at 6%; with 100% employer match about $48,007 at 4% or $32,004 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 41 | $1,742,016 | $157,462 | $3,841iApproximate average salary by contribution assumption: employee only about $96,013 at 4% or $64,009 at 6%; with 50% employer match about $64,009 at 4% or $42,673 at 6%; with 100% employer match about $48,007 at 4% or $32,004 at 6%. |
| 2018 | 1 | 41 | $1,682,801 | $155,955 | $3,804iApproximate average salary by contribution assumption: employee only about $95,095 at 4% or $63,396 at 6%; with 50% employer match about $63,396 at 4% or $42,264 at 6%; with 100% employer match about $47,547 at 4% or $31,698 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 41 | $1,682,801 | $155,955 | $3,804iApproximate average salary by contribution assumption: employee only about $95,095 at 4% or $63,396 at 6%; with 50% employer match about $63,396 at 4% or $42,264 at 6%; with 100% employer match about $47,547 at 4% or $31,698 at 6%. |
| 2017 | 1 | 35 | $1,653,160 | $141,455 | $4,042iApproximate average salary by contribution assumption: employee only about $101,039 at 4% or $67,360 at 6%; with 50% employer match about $67,360 at 4% or $44,906 at 6%; with 100% employer match about $50,520 at 4% or $33,680 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 35 | $1,653,160 | $141,455 | $4,042iApproximate average salary by contribution assumption: employee only about $101,039 at 4% or $67,360 at 6%; with 50% employer match about $67,360 at 4% or $44,906 at 6%; with 100% employer match about $50,520 at 4% or $33,680 at 6%. |
| 2016 | 1 | 34 | $1,256,569 | $132,469 | $3,896iApproximate average salary by contribution assumption: employee only about $97,404 at 4% or $64,936 at 6%; with 50% employer match about $64,936 at 4% or $43,291 at 6%; with 100% employer match about $48,702 at 4% or $32,468 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 34 | $1,256,569 | $132,469 | $3,896iApproximate average salary by contribution assumption: employee only about $97,404 at 4% or $64,936 at 6%; with 50% employer match about $64,936 at 4% or $43,291 at 6%; with 100% employer match about $48,702 at 4% or $32,468 at 6%. |
| 2015 | 1 | 34 | $1,122,977 | $146,526 | $4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,826 at 6%; with 50% employer match about $71,826 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 34 | $1,122,977 | $146,526 | $4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,826 at 6%; with 50% employer match about $71,826 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%. |
| 2014 | 1 | 30 | $969,524 | $105,835 | $3,528iApproximate average salary by contribution assumption: employee only about $88,196 at 4% or $58,797 at 6%; with 50% employer match about $58,797 at 4% or $39,198 at 6%; with 100% employer match about $44,098 at 4% or $29,399 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 30 | $969,524 | $105,835 | $3,528iApproximate average salary by contribution assumption: employee only about $88,196 at 4% or $58,797 at 6%; with 50% employer match about $58,797 at 4% or $39,198 at 6%; with 100% employer match about $44,098 at 4% or $29,399 at 6%. |
| 2013 | 1 | 31 | $845,758 | $113,641 | $3,666iApproximate average salary by contribution assumption: employee only about $91,646 at 4% or $61,097 at 6%; with 50% employer match about $61,097 at 4% or $40,732 at 6%; with 100% employer match about $45,823 at 4% or $30,549 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 31 | $845,758 | $113,641 | $3,666iApproximate average salary by contribution assumption: employee only about $91,646 at 4% or $61,097 at 6%; with 50% employer match about $61,097 at 4% or $40,732 at 6%; with 100% employer match about $45,823 at 4% or $30,549 at 6%. |
| 2012 | 1 | 26 | $581,274 | $102,547 | $3,944iApproximate average salary by contribution assumption: employee only about $98,603 at 4% or $65,735 at 6%; with 50% employer match about $65,735 at 4% or $43,824 at 6%; with 100% employer match about $49,301 at 4% or $32,868 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 26 | $581,274 | $102,547 | $3,944iApproximate average salary by contribution assumption: employee only about $98,603 at 4% or $65,735 at 6%; with 50% employer match about $65,735 at 4% or $43,824 at 6%; with 100% employer match about $49,301 at 4% or $32,868 at 6%. |
| 2011 | 1 | 22 | $411,334 | $83,834 | $3,811iApproximate average salary by contribution assumption: employee only about $95,266 at 4% or $63,511 at 6%; with 50% employer match about $63,511 at 4% or $42,340 at 6%; with 100% employer match about $47,633 at 4% or $31,755 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 22 | $411,334 | $83,834 | $3,811iApproximate average salary by contribution assumption: employee only about $95,266 at 4% or $63,511 at 6%; with 50% employer match about $63,511 at 4% or $42,340 at 6%; with 100% employer match about $47,633 at 4% or $31,755 at 6%. |
| 2010 | 1 | 25 | $398,281 | $67,307 | $2,692iApproximate average salary by contribution assumption: employee only about $67,307 at 4% or $44,871 at 6%; with 50% employer match about $44,871 at 4% or $29,914 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 25 | $398,281 | $67,307 | $2,692iApproximate average salary by contribution assumption: employee only about $67,307 at 4% or $44,871 at 6%; with 50% employer match about $44,871 at 4% or $29,914 at 6%; with 100% employer match about $33,654 at 4% or $22,436 at 6%. |
| 2009 | 1 | 22 | $309,743 | $52,074 | $2,367iApproximate average salary by contribution assumption: employee only about $59,175 at 4% or $39,450 at 6%; with 50% employer match about $39,450 at 4% or $26,300 at 6%; with 100% employer match about $29,588 at 4% or $19,725 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 22 | $309,743 | $52,074 | $2,367iApproximate average salary by contribution assumption: employee only about $59,175 at 4% or $39,450 at 6%; with 50% employer match about $39,450 at 4% or $26,300 at 6%; with 100% employer match about $29,588 at 4% or $19,725 at 6%. |
| 2008 | 1 | 21 | $205,531 | $45,282 | $2,156iApproximate average salary by contribution assumption: employee only about $53,907 at 4% or $35,938 at 6%; with 50% employer match about $35,938 at 4% or $23,959 at 6%; with 100% employer match about $26,954 at 4% or $17,969 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 21 | $205,531 | $45,282 | $2,156iApproximate average salary by contribution assumption: employee only about $53,907 at 4% or $35,938 at 6%; with 50% employer match about $35,938 at 4% or $23,959 at 6%; with 100% employer match about $26,954 at 4% or $17,969 at 6%. |
| 2007 | 1 | 20 | $443,635 | $43,772 | $2,189iApproximate average salary by contribution assumption: employee only about $54,715 at 4% or $36,477 at 6%; with 50% employer match about $36,477 at 4% or $24,318 at 6%; with 100% employer match about $27,358 at 4% or $18,238 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 20 | $443,635 | $43,772 | $2,189iApproximate average salary by contribution assumption: employee only about $54,715 at 4% or $36,477 at 6%; with 50% employer match about $36,477 at 4% or $24,318 at 6%; with 100% employer match about $27,358 at 4% or $18,238 at 6%. |
| 2006 | 1 | 20 | $368,664 | $50,344 | $2,517iApproximate average salary by contribution assumption: employee only about $62,930 at 4% or $41,953 at 6%; with 50% employer match about $41,953 at 4% or $27,969 at 6%; with 100% employer match about $31,465 at 4% or $20,977 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 20 | $368,664 | $50,344 | $2,517iApproximate average salary by contribution assumption: employee only about $62,930 at 4% or $41,953 at 6%; with 50% employer match about $41,953 at 4% or $27,969 at 6%; with 100% employer match about $31,465 at 4% or $20,977 at 6%. |
| 2005 | 1 | 24 | $284,486 | $44,615 | $1,859iApproximate average salary by contribution assumption: employee only about $46,474 at 4% or $30,983 at 6%; with 50% employer match about $30,983 at 4% or $20,655 at 6%; with 100% employer match about $23,237 at 4% or $15,491 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 24 | $284,486 | $44,615 | $1,859iApproximate average salary by contribution assumption: employee only about $46,474 at 4% or $30,983 at 6%; with 50% employer match about $30,983 at 4% or $20,655 at 6%; with 100% employer match about $23,237 at 4% or $15,491 at 6%. |
| 2004 | 1 | 29 | $261,170 | $52,287 | $1,803iApproximate average salary by contribution assumption: employee only about $45,075 at 4% or $30,050 at 6%; with 50% employer match about $30,050 at 4% or $20,033 at 6%; with 100% employer match about $22,538 at 4% or $15,025 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 29 | $261,170 | $52,287 | $1,803iApproximate average salary by contribution assumption: employee only about $45,075 at 4% or $30,050 at 6%; with 50% employer match about $30,050 at 4% or $20,033 at 6%; with 100% employer match about $22,538 at 4% or $15,025 at 6%. |
| 2003 | 1 | 25 | $212,188 | $44,903 | $1,796iApproximate average salary by contribution assumption: employee only about $44,903 at 4% or $29,935 at 6%; with 50% employer match about $29,935 at 4% or $19,957 at 6%; with 100% employer match about $22,451 at 4% or $14,968 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 25 | $212,188 | $44,903 | $1,796iApproximate average salary by contribution assumption: employee only about $44,903 at 4% or $29,935 at 6%; with 50% employer match about $29,935 at 4% or $19,957 at 6%; with 100% employer match about $22,451 at 4% or $14,968 at 6%. |
| 2002 | 1 | 22 | $136,483 | $48,600 | $2,209iApproximate average salary by contribution assumption: employee only about $55,227 at 4% or $36,818 at 6%; with 50% employer match about $36,818 at 4% or $24,545 at 6%; with 100% employer match about $27,614 at 4% or $18,409 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 22 | $136,483 | $48,600 | $2,209iApproximate average salary by contribution assumption: employee only about $55,227 at 4% or $36,818 at 6%; with 50% employer match about $36,818 at 4% or $24,545 at 6%; with 100% employer match about $27,614 at 4% or $18,409 at 6%. |
| 2001 | 1 | 21 | $120,786 | $43,586 | $2,076iApproximate average salary by contribution assumption: employee only about $51,888 at 4% or $34,592 at 6%; with 50% employer match about $34,592 at 4% or $23,061 at 6%; with 100% employer match about $25,944 at 4% or $17,296 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 21 | $120,786 | $43,586 | $2,076iApproximate average salary by contribution assumption: employee only about $51,888 at 4% or $34,592 at 6%; with 50% employer match about $34,592 at 4% or $23,061 at 6%; with 100% employer match about $25,944 at 4% or $17,296 at 6%. |
| 2000 | 1 | 23 | $85,133 | $43,107 | $1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,825 at 6%; with 100% employer match about $23,428 at 4% or $15,618 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 23 | $85,133 | $43,107 | $1,874iApproximate average salary by contribution assumption: employee only about $46,855 at 4% or $31,237 at 6%; with 50% employer match about $31,237 at 4% or $20,825 at 6%; with 100% employer match about $23,428 at 4% or $15,618 at 6%. |
| 1999 | 1 | 22 | $58,810 | $33,518 | $1,524iApproximate average salary by contribution assumption: employee only about $38,089 at 4% or $25,392 at 6%; with 50% employer match about $25,392 at 4% or $16,928 at 6%; with 100% employer match about $19,044 at 4% or $12,696 at 6%. |
| Evergreen Financial Services Inc 401(K) Plan | - | 22 | $58,810 | $33,518 | $1,524iApproximate average salary by contribution assumption: employee only about $38,089 at 4% or $25,392 at 6%; with 50% employer match about $25,392 at 4% or $16,928 at 6%; with 100% employer match about $19,044 at 4% or $12,696 at 6%. |