Civic Intelligence

EVERGREEN CAPITAL MANAGEMENT, LLC

Plan context: Evergreen Capital Management 401(K) Profit Sharing Plan and Trust

EIN 91-1962899 • Bellevue, WA • 27 filings • 7 plans

1412 112th Avenue NE, Suite 150Bellevue, WA 98004
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$6,578,316

2024 Contributions

$615,250

Historical Graphs

Total Assets Over Time

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

$6,578,316$3,289,158$0200320142024YearValue
$6,578,316Latest year 2024

Participants Over Time

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

40200200320142024YearValue
40Latest 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
2024140$6,578,316$615,250$15,381iApproximate average salary by contribution assumption: employee only about $384,531 at 4% or $256,354 at 6%; with 50% employer match about $256,354 at 4% or $170,903 at 6%; with 100% employer match about $192,266 at 4% or $128,177 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-40$6,578,316$615,250$15,381iApproximate average salary by contribution assumption: employee only about $384,531 at 4% or $256,354 at 6%; with 50% employer match about $256,354 at 4% or $170,903 at 6%; with 100% employer match about $192,266 at 4% or $128,177 at 6%.
2023139$5,188,347$368,260$9,443iApproximate average salary by contribution assumption: employee only about $236,064 at 4% or $157,376 at 6%; with 50% employer match about $157,376 at 4% or $104,917 at 6%; with 100% employer match about $118,032 at 4% or $78,688 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-39$5,188,347$368,260$9,443iApproximate average salary by contribution assumption: employee only about $236,064 at 4% or $157,376 at 6%; with 50% employer match about $157,376 at 4% or $104,917 at 6%; with 100% employer match about $118,032 at 4% or $78,688 at 6%.
2022134$4,091,272$368,178$10,829iApproximate average salary by contribution assumption: employee only about $270,719 at 4% or $180,479 at 6%; with 50% employer match about $180,479 at 4% or $120,320 at 6%; with 100% employer match about $135,360 at 4% or $90,240 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-34$4,091,272$368,178$10,829iApproximate average salary by contribution assumption: employee only about $270,719 at 4% or $180,479 at 6%; with 50% employer match about $180,479 at 4% or $120,320 at 6%; with 100% employer match about $135,360 at 4% or $90,240 at 6%.
2021132$4,923,852$379,847$11,870iApproximate average salary by contribution assumption: employee only about $296,755 at 4% or $197,837 at 6%; with 50% employer match about $197,837 at 4% or $131,891 at 6%; with 100% employer match about $148,378 at 4% or $98,918 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-32$4,923,852$379,847$11,870iApproximate average salary by contribution assumption: employee only about $296,755 at 4% or $197,837 at 6%; with 50% employer match about $197,837 at 4% or $131,891 at 6%; with 100% employer match about $148,378 at 4% or $98,918 at 6%.
2020133$3,942,122$299,126$9,064iApproximate average salary by contribution assumption: employee only about $226,611 at 4% or $151,074 at 6%; with 50% employer match about $151,074 at 4% or $100,716 at 6%; with 100% employer match about $113,305 at 4% or $75,537 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-33$3,942,122$299,126$9,064iApproximate average salary by contribution assumption: employee only about $226,611 at 4% or $151,074 at 6%; with 50% employer match about $151,074 at 4% or $100,716 at 6%; with 100% employer match about $113,305 at 4% or $75,537 at 6%.
2019122$2,696,759$230,486$10,477iApproximate average salary by contribution assumption: employee only about $261,916 at 4% or $174,611 at 6%; with 50% employer match about $174,611 at 4% or $116,407 at 6%; with 100% employer match about $130,958 at 4% or $87,305 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-22$2,696,759$230,486$10,477iApproximate average salary by contribution assumption: employee only about $261,916 at 4% or $174,611 at 6%; with 50% employer match about $174,611 at 4% or $116,407 at 6%; with 100% employer match about $130,958 at 4% or $87,305 at 6%.
2018122$2,178,959$250,796$11,400iApproximate average salary by contribution assumption: employee only about $284,995 at 4% or $189,997 at 6%; with 50% employer match about $189,997 at 4% or $126,665 at 6%; with 100% employer match about $142,498 at 4% or $94,998 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-22$2,178,959$250,796$11,400iApproximate average salary by contribution assumption: employee only about $284,995 at 4% or $189,997 at 6%; with 50% employer match about $189,997 at 4% or $126,665 at 6%; with 100% employer match about $142,498 at 4% or $94,998 at 6%.
2017123$2,078,028$237,944$10,345iApproximate average salary by contribution assumption: employee only about $258,635 at 4% or $172,423 at 6%; with 50% employer match about $172,423 at 4% or $114,949 at 6%; with 100% employer match about $129,317 at 4% or $86,212 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-23$2,078,028$237,944$10,345iApproximate average salary by contribution assumption: employee only about $258,635 at 4% or $172,423 at 6%; with 50% employer match about $172,423 at 4% or $114,949 at 6%; with 100% employer match about $129,317 at 4% or $86,212 at 6%.
2016122$1,634,242$237,323$10,787iApproximate average salary by contribution assumption: employee only about $269,685 at 4% or $179,790 at 6%; with 50% employer match about $179,790 at 4% or $119,860 at 6%; with 100% employer match about $134,843 at 4% or $89,895 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-22$1,634,242$237,323$10,787iApproximate average salary by contribution assumption: employee only about $269,685 at 4% or $179,790 at 6%; with 50% employer match about $179,790 at 4% or $119,860 at 6%; with 100% employer match about $134,843 at 4% or $89,895 at 6%.
2015114$1,400,557$205,628$14,688iApproximate average salary by contribution assumption: employee only about $367,193 at 4% or $244,795 at 6%; with 50% employer match about $244,795 at 4% or $163,197 at 6%; with 100% employer match about $183,596 at 4% or $122,398 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-14$1,400,557$205,628$14,688iApproximate average salary by contribution assumption: employee only about $367,193 at 4% or $244,795 at 6%; with 50% employer match about $244,795 at 4% or $163,197 at 6%; with 100% employer match about $183,596 at 4% or $122,398 at 6%.
2014122$1,160,070$252,886$11,495iApproximate average salary by contribution assumption: employee only about $287,370 at 4% or $191,580 at 6%; with 50% employer match about $191,580 at 4% or $127,720 at 6%; with 100% employer match about $143,685 at 4% or $95,790 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-22$1,160,070$252,886$11,495iApproximate average salary by contribution assumption: employee only about $287,370 at 4% or $191,580 at 6%; with 50% employer match about $191,580 at 4% or $127,720 at 6%; with 100% employer match about $143,685 at 4% or $95,790 at 6%.
2013117$925,301$177,363$10,433iApproximate average salary by contribution assumption: employee only about $260,828 at 4% or $173,885 at 6%; with 50% employer match about $173,885 at 4% or $115,924 at 6%; with 100% employer match about $130,414 at 4% or $86,943 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-17$925,301$177,363$10,433iApproximate average salary by contribution assumption: employee only about $260,828 at 4% or $173,885 at 6%; with 50% employer match about $173,885 at 4% or $115,924 at 6%; with 100% employer match about $130,414 at 4% or $86,943 at 6%.
2012119$741,703$100,206$5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-19$741,703$100,206$5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%.
2011118$660,798$66,302$3,683iApproximate average salary by contribution assumption: employee only about $92,086 at 4% or $61,391 at 6%; with 50% employer match about $61,391 at 4% or $40,927 at 6%; with 100% employer match about $46,043 at 4% or $30,695 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-18$660,798$66,302$3,683iApproximate average salary by contribution assumption: employee only about $92,086 at 4% or $61,391 at 6%; with 50% employer match about $61,391 at 4% or $40,927 at 6%; with 100% employer match about $46,043 at 4% or $30,695 at 6%.
2010114$726,725$17,744$1,267iApproximate average salary by contribution assumption: employee only about $31,686 at 4% or $21,124 at 6%; with 50% employer match about $21,124 at 4% or $14,083 at 6%; with 100% employer match about $15,843 at 4% or $10,562 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-14$726,725$17,744$1,267iApproximate average salary by contribution assumption: employee only about $31,686 at 4% or $21,124 at 6%; with 50% employer match about $21,124 at 4% or $14,083 at 6%; with 100% employer match about $15,843 at 4% or $10,562 at 6%.
2009114$668,488$34,734$2,481iApproximate average salary by contribution assumption: employee only about $62,025 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,567 at 6%; with 100% employer match about $31,013 at 4% or $20,675 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-14$668,488$34,734$2,481iApproximate average salary by contribution assumption: employee only about $62,025 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,567 at 6%; with 100% employer match about $31,013 at 4% or $20,675 at 6%.
2008116$505,840$38,824$2,427iApproximate average salary by contribution assumption: employee only about $60,663 at 4% or $40,442 at 6%; with 50% employer match about $40,442 at 4% or $26,961 at 6%; with 100% employer match about $30,331 at 4% or $20,221 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-16$505,840$38,824$2,427iApproximate average salary by contribution assumption: employee only about $60,663 at 4% or $40,442 at 6%; with 50% employer match about $40,442 at 4% or $26,961 at 6%; with 100% employer match about $30,331 at 4% or $20,221 at 6%.
2007213$0$0-
EVERGREEN CAPITAL MANAGEMENT, LLC EXECUTIVE RETIREMENT PLAN-0---
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-13---
2006212$537,816$112,868$9,406iApproximate average salary by contribution assumption: employee only about $235,142 at 4% or $156,761 at 6%; with 50% employer match about $156,761 at 4% or $104,507 at 6%; with 100% employer match about $117,571 at 4% or $78,381 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-12$317,935$112,868$9,406iApproximate average salary by contribution assumption: employee only about $235,142 at 4% or $156,761 at 6%; with 50% employer match about $156,761 at 4% or $104,507 at 6%; with 100% employer match about $117,571 at 4% or $78,381 at 6%.
EVERGREEN CAPITAL MANAGEMENT, LLC EXECUTIVE RETIREMENT PLAN-3$219,881--
2005210$385,865$174,968$17,497iApproximate average salary by contribution assumption: employee only about $437,420 at 4% or $291,613 at 6%; with 50% employer match about $291,613 at 4% or $194,409 at 6%; with 100% employer match about $218,710 at 4% or $145,807 at 6%.
EVERGREEN CAPITAL MANAGEMENT, LLC EXECUTIVE RETIREMENT PLAN-2$197,190$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-10$188,675$111,968$11,197iApproximate average salary by contribution assumption: employee only about $279,920 at 4% or $186,613 at 6%; with 50% employer match about $186,613 at 4% or $124,409 at 6%; with 100% employer match about $139,960 at 4% or $93,307 at 6%.
200429$244,654$122,364$13,596iApproximate average salary by contribution assumption: employee only about $339,900 at 4% or $226,600 at 6%; with 50% employer match about $226,600 at 4% or $151,067 at 6%; with 100% employer match about $169,950 at 4% or $113,300 at 6%.
EVERGREEN CAPITAL MANAGEMENT, LLC EXECUTIVE RETIREMENT PLAN-2$168,846$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-9$75,808$40,364$4,485iApproximate average salary by contribution assumption: employee only about $112,122 at 4% or $74,748 at 6%; with 50% employer match about $74,748 at 4% or $49,832 at 6%; with 100% employer match about $56,061 at 4% or $37,374 at 6%.
200327$111,068$110,778$15,825iApproximate average salary by contribution assumption: employee only about $395,636 at 4% or $263,757 at 6%; with 50% employer match about $263,757 at 4% or $175,838 at 6%; with 100% employer match about $197,818 at 4% or $131,879 at 6%.
EVERGREEN CAPITAL MANAGEMENT, LLC EXECUTIVE RETIREMENT PLAN-2$80,000$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Evergreen Capital Management 401(K) Profit Sharing Plan and Trust-7$31,068$30,778$4,397iApproximate average salary by contribution assumption: employee only about $109,921 at 4% or $73,281 at 6%; with 50% employer match about $73,281 at 4% or $48,854 at 6%; with 100% employer match about $54,961 at 4% or $36,640 at 6%.