Civic Intelligence

Evergreen Moneysource Mortgage Comp

Plan context: Security Plus Retirement Savings Plan

EIN 91-1374387 • 46 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

427

2024 Assets

$60,867,856

2024 Contributions

$6,134,871

Historical Graphs

Total Assets Over Time

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

$68,680,105$34,340,053$0199920122024YearValue
$60,867,856Latest year 2024

Participants Over Time

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

8594300199920122024YearValue
427Latest year 2024

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
20242427$60,867,856$6,134,871$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,638 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
Security Plus Retirement Savings Plan-427$60,867,856$6,134,871$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,638 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-412---
20232441$58,563,764$5,041,935$11,433iApproximate average salary by contribution assumption: employee only about $285,824 at 4% or $190,549 at 6%; with 50% employer match about $190,549 at 4% or $127,033 at 6%; with 100% employer match about $142,912 at 4% or $95,275 at 6%.
Security Plus Retirement Savings Plan-441$58,563,764$5,041,935$11,433iApproximate average salary by contribution assumption: employee only about $285,824 at 4% or $190,549 at 6%; with 50% employer match about $190,549 at 4% or $127,033 at 6%; with 100% employer match about $142,912 at 4% or $95,275 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-426---
20222578$56,164,812$6,792,581$11,752iApproximate average salary by contribution assumption: employee only about $293,797 at 4% or $195,865 at 6%; with 50% employer match about $195,865 at 4% or $130,576 at 6%; with 100% employer match about $146,898 at 4% or $97,932 at 6%.
Security Plus Retirement Savings Plan-578$56,164,812$6,792,581$11,752iApproximate average salary by contribution assumption: employee only about $293,797 at 4% or $195,865 at 6%; with 50% employer match about $195,865 at 4% or $130,576 at 6%; with 100% employer match about $146,898 at 4% or $97,932 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-554---
20212831$68,680,105$10,910,052$13,129iApproximate average salary by contribution assumption: employee only about $328,221 at 4% or $218,814 at 6%; with 50% employer match about $218,814 at 4% or $145,876 at 6%; with 100% employer match about $164,110 at 4% or $109,407 at 6%.
Security Plus Retirement Savings Plan-808$68,680,105$10,910,052$13,503iApproximate average salary by contribution assumption: employee only about $337,563 at 4% or $225,042 at 6%; with 50% employer match about $225,042 at 4% or $150,028 at 6%; with 100% employer match about $168,782 at 4% or $112,521 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-831---
20202778$55,251,739$10,147,010$13,042iApproximate average salary by contribution assumption: employee only about $326,061 at 4% or $217,374 at 6%; with 50% employer match about $217,374 at 4% or $144,916 at 6%; with 100% employer match about $163,030 at 4% or $108,687 at 6%.
Security Plus Retirement Savings Plan-778$55,251,739$10,147,010$13,042iApproximate average salary by contribution assumption: employee only about $326,061 at 4% or $217,374 at 6%; with 50% employer match about $217,374 at 4% or $144,916 at 6%; with 100% employer match about $163,030 at 4% or $108,687 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-761---
20192737$40,823,372$7,116,329$9,656iApproximate average salary by contribution assumption: employee only about $241,395 at 4% or $160,930 at 6%; with 50% employer match about $160,930 at 4% or $107,287 at 6%; with 100% employer match about $120,698 at 4% or $80,465 at 6%.
Security Plus Retirement Savings Plan-704$40,823,372$7,116,329$10,108iApproximate average salary by contribution assumption: employee only about $252,711 at 4% or $168,474 at 6%; with 50% employer match about $168,474 at 4% or $112,316 at 6%; with 100% employer match about $126,355 at 4% or $84,237 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-737---
20182859$32,148,470$7,024,826$8,178iApproximate average salary by contribution assumption: employee only about $204,448 at 4% or $136,299 at 6%; with 50% employer match about $136,299 at 4% or $90,866 at 6%; with 100% employer match about $102,224 at 4% or $68,149 at 6%.
Security Plus Retirement Savings Plan-699$32,148,470$7,024,826$10,050iApproximate average salary by contribution assumption: employee only about $251,246 at 4% or $167,497 at 6%; with 50% employer match about $167,497 at 4% or $111,665 at 6%; with 100% employer match about $125,623 at 4% or $83,749 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-859---
20172785$27,903,528$6,630,077$8,446iApproximate average salary by contribution assumption: employee only about $211,149 at 4% or $140,766 at 6%; with 50% employer match about $140,766 at 4% or $93,844 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
Security Plus Retirement Savings Plan-785$27,903,528$6,630,077$8,446iApproximate average salary by contribution assumption: employee only about $211,149 at 4% or $140,766 at 6%; with 50% employer match about $140,766 at 4% or $93,844 at 6%; with 100% employer match about $105,574 at 4% or $70,383 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-750---
20162716$18,819,278$4,945,959$6,908iApproximate average salary by contribution assumption: employee only about $172,694 at 4% or $115,129 at 6%; with 50% employer match about $115,129 at 4% or $76,753 at 6%; with 100% employer match about $86,347 at 4% or $57,565 at 6%.
Security Plus Retirement Savings Plan-549$18,819,278$4,945,959$9,009iApproximate average salary by contribution assumption: employee only about $225,226 at 4% or $150,151 at 6%; with 50% employer match about $150,151 at 4% or $100,100 at 6%; with 100% employer match about $112,613 at 4% or $75,075 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-716---
20152410$13,599,883$3,043,029$7,422iApproximate average salary by contribution assumption: employee only about $185,551 at 4% or $123,700 at 6%; with 50% employer match about $123,700 at 4% or $82,467 at 6%; with 100% employer match about $92,775 at 4% or $61,850 at 6%.
Security Plus Retirement Savings Plan-392$13,599,883$3,043,029$7,763iApproximate average salary by contribution assumption: employee only about $194,071 at 4% or $129,380 at 6%; with 50% employer match about $129,380 at 4% or $86,254 at 6%; with 100% employer match about $97,035 at 4% or $64,690 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-410---
20142356$11,233,367$2,107,770$5,921iApproximate average salary by contribution assumption: employee only about $148,018 at 4% or $98,678 at 6%; with 50% employer match about $98,678 at 4% or $65,786 at 6%; with 100% employer match about $74,009 at 4% or $49,339 at 6%.
Security Plus Retirement Savings Plan-296$11,233,367$2,107,770$7,121iApproximate average salary by contribution assumption: employee only about $178,021 at 4% or $118,681 at 6%; with 50% employer match about $118,681 at 4% or $79,120 at 6%; with 100% employer match about $89,011 at 4% or $59,340 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-356---
20132313$9,362,886$1,433,666$4,580iApproximate average salary by contribution assumption: employee only about $114,510 at 4% or $76,340 at 6%; with 50% employer match about $76,340 at 4% or $50,893 at 6%; with 100% employer match about $57,255 at 4% or $38,170 at 6%.
Security Plus Retirement Savings Plan-193$9,362,886$1,433,666$7,428iApproximate average salary by contribution assumption: employee only about $185,708 at 4% or $123,805 at 6%; with 50% employer match about $123,805 at 4% or $82,537 at 6%; with 100% employer match about $92,854 at 4% or $61,903 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-313---
20122235$7,450,164$1,322,934$5,630iApproximate average salary by contribution assumption: employee only about $140,738 at 4% or $93,825 at 6%; with 50% employer match about $93,825 at 4% or $62,550 at 6%; with 100% employer match about $70,369 at 4% or $46,913 at 6%.
Security Plus Retirement Savings Plan-234$7,450,164$1,322,934$5,654iApproximate average salary by contribution assumption: employee only about $141,339 at 4% or $94,226 at 6%; with 50% employer match about $94,226 at 4% or $62,817 at 6%; with 100% employer match about $70,670 at 4% or $47,113 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-235---
20112219$6,391,651$1,204,511$5,500iApproximate average salary by contribution assumption: employee only about $137,501 at 4% or $91,668 at 6%; with 50% employer match about $91,668 at 4% or $61,112 at 6%; with 100% employer match about $68,751 at 4% or $45,834 at 6%.
Security Plus Retirement Savings Plan-219$6,391,651$1,204,511$5,500iApproximate average salary by contribution assumption: employee only about $137,501 at 4% or $91,668 at 6%; with 50% employer match about $91,668 at 4% or $61,112 at 6%; with 100% employer match about $68,751 at 4% or $45,834 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-218---
20102270$5,887,708$1,183,029$4,382iApproximate average salary by contribution assumption: employee only about $109,540 at 4% or $73,026 at 6%; with 50% employer match about $73,026 at 4% or $48,684 at 6%; with 100% employer match about $54,770 at 4% or $36,513 at 6%.
Security Plus Retirement Savings Plan-240$5,887,708$1,183,029$4,929iApproximate average salary by contribution assumption: employee only about $123,232 at 4% or $82,155 at 6%; with 50% employer match about $82,155 at 4% or $54,770 at 6%; with 100% employer match about $61,616 at 4% or $41,077 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-270---
20092282$4,290,532$760,196$2,696iApproximate average salary by contribution assumption: employee only about $67,393 at 4% or $44,929 at 6%; with 50% employer match about $44,929 at 4% or $29,953 at 6%; with 100% employer match about $33,697 at 4% or $22,464 at 6%.
Security Plus Retirement Savings Plan-202$4,290,532$760,196$3,763iApproximate average salary by contribution assumption: employee only about $94,084 at 4% or $62,722 at 6%; with 50% employer match about $62,722 at 4% or $41,815 at 6%; with 100% employer match about $47,042 at 4% or $31,361 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-282---
20082257$2,946,415$843,441$3,282iApproximate average salary by contribution assumption: employee only about $82,047 at 4% or $54,698 at 6%; with 50% employer match about $54,698 at 4% or $36,465 at 6%; with 100% employer match about $41,023 at 4% or $27,349 at 6%.
Security Plus Retirement Savings Plan-27$2,946,415$843,441$31,239iApproximate average salary by contribution assumption: employee only about $780,964 at 4% or $520,643 at 6%; with 50% employer match about $520,643 at 4% or $347,095 at 6%; with 100% employer match about $390,482 at 4% or $260,321 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-257---
20072203$3,812,693$727,040$3,581iApproximate average salary by contribution assumption: employee only about $89,537 at 4% or $59,691 at 6%; with 50% employer match about $59,691 at 4% or $39,794 at 6%; with 100% employer match about $44,768 at 4% or $29,846 at 6%.
Security Plus Retirement Savings Plan-117$3,812,693$727,040$6,214iApproximate average salary by contribution assumption: employee only about $155,350 at 4% or $103,567 at 6%; with 50% employer match about $103,567 at 4% or $69,045 at 6%; with 100% employer match about $77,675 at 4% or $51,783 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-203---
2006153$3,157,616$421,070$7,945iApproximate average salary by contribution assumption: employee only about $198,618 at 4% or $132,412 at 6%; with 50% employer match about $132,412 at 4% or $88,275 at 6%; with 100% employer match about $99,309 at 4% or $66,206 at 6%.
Security Plus Retirement Savings Plan-53$3,157,616$421,070$7,945iApproximate average salary by contribution assumption: employee only about $198,618 at 4% or $132,412 at 6%; with 50% employer match about $132,412 at 4% or $88,275 at 6%; with 100% employer match about $99,309 at 4% or $66,206 at 6%.
2005158$2,546,841$425,921$7,343iApproximate average salary by contribution assumption: employee only about $183,587 at 4% or $122,391 at 6%; with 50% employer match about $122,391 at 4% or $81,594 at 6%; with 100% employer match about $91,793 at 4% or $61,196 at 6%.
Security Plus Retirement Savings Plan-58$2,546,841$425,921$7,343iApproximate average salary by contribution assumption: employee only about $183,587 at 4% or $122,391 at 6%; with 50% employer match about $122,391 at 4% or $81,594 at 6%; with 100% employer match about $91,793 at 4% or $61,196 at 6%.
2004183$2,173,259$446,119$5,375iApproximate average salary by contribution assumption: employee only about $134,373 at 4% or $89,582 at 6%; with 50% employer match about $89,582 at 4% or $59,721 at 6%; with 100% employer match about $67,187 at 4% or $44,791 at 6%.
Security Plus Retirement Savings Plan-83$2,173,259$446,119$5,375iApproximate average salary by contribution assumption: employee only about $134,373 at 4% or $89,582 at 6%; with 50% employer match about $89,582 at 4% or $59,721 at 6%; with 100% employer match about $67,187 at 4% or $44,791 at 6%.
2003165$1,786,225$364,099$5,602iApproximate average salary by contribution assumption: employee only about $140,038 at 4% or $93,359 at 6%; with 50% employer match about $93,359 at 4% or $62,239 at 6%; with 100% employer match about $70,019 at 4% or $46,679 at 6%.
Security Plus Retirement Savings Plan-65$1,786,225$364,099$5,602iApproximate average salary by contribution assumption: employee only about $140,038 at 4% or $93,359 at 6%; with 50% employer match about $93,359 at 4% or $62,239 at 6%; with 100% employer match about $70,019 at 4% or $46,679 at 6%.
2002165$1,231,700$280,845$4,321iApproximate average salary by contribution assumption: employee only about $108,017 at 4% or $72,012 at 6%; with 50% employer match about $72,012 at 4% or $48,008 at 6%; with 100% employer match about $54,009 at 4% or $36,006 at 6%.
Security Plus Retirement Savings Plan-65$1,231,700$280,845$4,321iApproximate average salary by contribution assumption: employee only about $108,017 at 4% or $72,012 at 6%; with 50% employer match about $72,012 at 4% or $48,008 at 6%; with 100% employer match about $54,009 at 4% or $36,006 at 6%.
2001150$0$0-
Security Plus Retirement Savings Plan-50---
2000244$1,374,728$360,335$8,189iApproximate average salary by contribution assumption: employee only about $204,736 at 4% or $136,491 at 6%; with 50% employer match about $136,491 at 4% or $90,994 at 6%; with 100% employer match about $102,368 at 4% or $68,245 at 6%.
Security Plus Retirement Savings Plan-13$1,374,728$360,335$27,718iApproximate average salary by contribution assumption: employee only about $692,952 at 4% or $461,968 at 6%; with 50% employer match about $461,968 at 4% or $307,979 at 6%; with 100% employer match about $346,476 at 4% or $230,984 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-44---
19992119$1,420,610$488,826$4,108iApproximate average salary by contribution assumption: employee only about $102,695 at 4% or $68,463 at 6%; with 50% employer match about $68,463 at 4% or $45,642 at 6%; with 100% employer match about $51,347 at 4% or $34,232 at 6%.
Security Plus Retirement Savings Plan-68$1,420,610$488,826$7,189iApproximate average salary by contribution assumption: employee only about $179,715 at 4% or $119,810 at 6%; with 50% employer match about $119,810 at 4% or $79,874 at 6%; with 100% employer match about $89,858 at 4% or $59,905 at 6%.
Evergreen Moneysource Mortgage Company Employee Benefit Plan-119---