EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Contribution & Employer Match

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Contribution & Employer Match

EVERGREEN REAL ESTATE SERVICES, LLC provides the following retirement savings benefits to its employees:

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN is $15,066.00

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN is $1,809.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
115,793.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 1,809.00 in EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

 Pretax and roth employee contributionsEmployee and employer contributions combinedCatch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023$22,500$66,000$7,500
401(k) contribution limit for 2024$23,000$69,000$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Employer match in EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN

An employer match is deemed as ‘free’ money wherein your employer contributes additional funds to your allocated retirement savings plan. The matching amount can frequently be several percentage points of your compensation. Don’t avoid this free salary ‘raise’.

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN allocates $334,808.00 to match its employees' contributions, providing an employer match rate of 50.98% of their contributions

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN is approximately $755.00
Investing in this additonal $755.00 for 20 years would give you extra $48,369.00, assuming a 10% annual return.

EVERGREEN REAL ESTATE SERVICES RETIREMENT SAVINGS PLAN Contribution & Match Policy

1. Employee Contribution Rates: Participants may contribute a portion of pretax annual compensation as defined in the Plan.

2. Employer Match/Contribution Conditions: The Company contributes safe harbor matching contributions equal to 100% of the first 4% of compensation that a participant contributes to the Plan.

3. Vesting Schedule/Eligibility: Participants are immediately vested in their deferral contributions and the Company’s safe harbor matching contributions. For the Company’s profit sharing contributions, participants vest 20% each year after the first year of service and are fully vested after 6 years.

4. Roth 401(k) contribution: The Plan allows participants to make Roth contributions.

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