Civic Intelligence

Stephen Evergreen Corporation

Plan context: STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN

EIN 95-4112851 • Arcadia, CA • 18 filings • 3 plans

919 Encanto DriveArcadia, CA 91007
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,967,516

2020 Contributions

$181,560

Historical Graphs

Total Assets Over Time

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

$4,967,516$2,483,758$0200420152020YearValue
$4,967,516Latest year 2020

Participants Over Time

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

210200420152020YearValue
2Latest year 2020

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
202022$4,967,516$181,560$90,780iApproximate average salary by contribution assumption: employee only about $2,269,500 at 4% or $1,513,000 at 6%; with 50% employer match about $1,513,000 at 4% or $1,008,667 at 6%; with 100% employer match about $1,134,750 at 4% or $756,500 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$2,870,225$56,560$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$2,097,291$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201922$4,452,198$9,900$4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$2,655,787$9,900$4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,796,411$0-
201822$3,971,664$227,500$113,750iApproximate average salary by contribution assumption: employee only about $2,843,750 at 4% or $1,895,833 at 6%; with 50% employer match about $1,895,833 at 4% or $1,263,889 at 6%; with 100% employer match about $1,421,875 at 4% or $947,917 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$2,314,148$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,657,516$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
201722$3,799,052$226,500$113,250iApproximate average salary by contribution assumption: employee only about $2,831,250 at 4% or $1,887,500 at 6%; with 50% employer match about $1,887,500 at 4% or $1,258,333 at 6%; with 100% employer match about $1,415,625 at 4% or $943,750 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$2,287,409$46,500$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,511,643$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
201622$3,404,697$229,362$114,681iApproximate average salary by contribution assumption: employee only about $2,867,025 at 4% or $1,911,350 at 6%; with 50% employer match about $1,911,350 at 4% or $1,274,233 at 6%; with 100% employer match about $1,433,513 at 4% or $955,675 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$2,124,921$229,362$114,681iApproximate average salary by contribution assumption: employee only about $2,867,025 at 4% or $1,911,350 at 6%; with 50% employer match about $1,911,350 at 4% or $1,274,233 at 6%; with 100% employer match about $1,433,513 at 4% or $955,675 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,279,776$0-
201522$3,094,129$45,600$22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%.
STEPHEN EVERGREEN CORPORATION 401(K) PROFIT SHARING PLAN-2$1,829,215$45,600$22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,264,914$0-
201411$1,266,973$303,000$303,000iApproximate average salary by contribution assumption: employee only about $7,575,000 at 4% or $5,050,000 at 6%; with 50% employer match about $5,050,000 at 4% or $3,366,667 at 6%; with 100% employer match about $3,787,500 at 4% or $2,525,000 at 6%.
Stephen Evergreen Corporation Defined Benefit Plan-1$1,266,973$303,000$303,000iApproximate average salary by contribution assumption: employee only about $7,575,000 at 4% or $5,050,000 at 6%; with 50% employer match about $5,050,000 at 4% or $3,366,667 at 6%; with 100% employer match about $3,787,500 at 4% or $2,525,000 at 6%.
200811$0$15,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
STEPHEN EVERGREEN CORPORATION 401K PLAN-1-$15,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
200711$135,921$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
STEPHEN EVERGREEN CORPORATION 401K PLAN-1$135,921$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200612$104,223$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
STEPHEN EVERGREEN CORPORATION 401K PLAN-2$104,223$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200512$64,443$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
STEPHEN EVERGREEN CORPORATION 401K PLAN-2$64,443$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200412$29,000$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
STEPHEN EVERGREEN CORPORATION 401K PLAN-2$29,000$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.