Civic Intelligence

Evertrust Financial Group Inc.

Plan context: Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust

EIN 91-1613659 • 18 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

62

2005 Assets

$6,601,317

2005 Contributions

$794,060

Historical Graphs

Total Assets Over Time

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

$6,601,317$3,300,659$0199920022004YearValue
$6,601,317Latest year 2004

Participants Over Time

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

155780199920022004YearValue
62Latest year 2004

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
200520$0$0-
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-0---
Evertrust Financial Group Inc. Employee Stock Ownership Plan-0---
2004262$6,601,317$794,060$12,807iApproximate average salary by contribution assumption: employee only about $320,185 at 4% or $213,457 at 6%; with 50% employer match about $213,457 at 4% or $142,305 at 6%; with 100% employer match about $160,093 at 4% or $106,728 at 6%.
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-62$3,675,692$794,060$12,807iApproximate average salary by contribution assumption: employee only about $320,185 at 4% or $213,457 at 6%; with 50% employer match about $213,457 at 4% or $142,305 at 6%; with 100% employer match about $160,093 at 4% or $106,728 at 6%.
Evertrust Financial Group Inc. Employee Stock Ownership Plan-46$2,925,625--
20032137$6,478,041$842,380$6,149iApproximate average salary by contribution assumption: employee only about $153,719 at 4% or $102,479 at 6%; with 50% employer match about $102,479 at 4% or $68,320 at 6%; with 100% employer match about $76,859 at 4% or $51,240 at 6%.
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-137$6,478,041$842,380$6,149iApproximate average salary by contribution assumption: employee only about $153,719 at 4% or $102,479 at 6%; with 50% employer match about $102,479 at 4% or $68,320 at 6%; with 100% employer match about $76,859 at 4% or $51,240 at 6%.
Evertrust Financial Group Inc. Employee Stock Ownership Plan-115---
20022155$4,431,143$802,054$5,175iApproximate average salary by contribution assumption: employee only about $129,364 at 4% or $86,242 at 6%; with 50% employer match about $86,242 at 4% or $57,495 at 6%; with 100% employer match about $64,682 at 4% or $43,121 at 6%.
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-155$4,431,143$802,054$5,175iApproximate average salary by contribution assumption: employee only about $129,364 at 4% or $86,242 at 6%; with 50% employer match about $86,242 at 4% or $57,495 at 6%; with 100% employer match about $64,682 at 4% or $43,121 at 6%.
Evertrust Financial Group Inc. Employee Stock Ownership Plan-133---
20013151$4,213,400$829,536$5,494iApproximate average salary by contribution assumption: employee only about $137,340 at 4% or $91,560 at 6%; with 50% employer match about $91,560 at 4% or $61,040 at 6%; with 100% employer match about $68,670 at 4% or $45,780 at 6%.
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-151$4,213,400$829,536$5,494iApproximate average salary by contribution assumption: employee only about $137,340 at 4% or $91,560 at 6%; with 50% employer match about $91,560 at 4% or $61,040 at 6%; with 100% employer match about $68,670 at 4% or $45,780 at 6%.
Everett Mutual Savings Bank Pension Plan and Trust-0---
Evertrust Financial Group Inc. Employee Stock Ownership Plan-102---
20003151$0$0-
Evertrust Financial Group Inc. Employee Stock Ownership Plan-104---
Everett Mutual Savings Bank Pension Plan and Trust-80---
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-151---
19994101$6,414,227$1,138,718$11,274iApproximate average salary by contribution assumption: employee only about $281,861 at 4% or $187,907 at 6%; with 50% employer match about $187,907 at 4% or $125,272 at 6%; with 100% employer match about $140,930 at 4% or $93,954 at 6%.
Evertrust Financial Group Inc. 401K Profit Sharing Plan and Trust-101$3,119,678$312,998$3,099iApproximate average salary by contribution assumption: employee only about $77,475 at 4% or $51,650 at 6%; with 50% employer match about $51,650 at 4% or $34,433 at 6%; with 100% employer match about $38,737 at 4% or $25,825 at 6%.
Evertrust Financial Group Inc. Employee Stock Ownership Plan-83$1,679,305$436,790$5,263iApproximate average salary by contribution assumption: employee only about $131,563 at 4% or $87,709 at 6%; with 50% employer match about $87,709 at 4% or $58,473 at 6%; with 100% employer match about $65,782 at 4% or $43,854 at 6%.
Everett Mutual Savings Bank Pension Plan and Trust-80$1,615,244$37,966$475iApproximate average salary by contribution assumption: employee only about $11,864 at 4% or $7,910 at 6%; with 50% employer match about $7,910 at 4% or $5,273 at 6%; with 100% employer match about $5,932 at 4% or $3,955 at 6%.
Evertrust Financial Group Inc. Master Trust - Defined Benefit and 401K Plans-0-$350,964-