EVERISE RETIREMENT PLAN Contribution & Employer Match

How EVERISE, INC. Supports Your Retirement Savings

EVERISE, INC. provides retirement savings benefits through EVERISE RETIREMENT PLAN. Understanding your employer’s contribution structure is essential — it directly affects how quickly your retirement nest egg grows. Below you will find the plan’s average account values and contribution patterns based on publicly filed data.

EVERISE RETIREMENT PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for EVERISE RETIREMENT PLAN is $3,153.00

EVERISE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for EVERISE RETIREMENT PLAN is $506.00. 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.
32,428.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 506.00 in EVERISE RETIREMENT PLAN, assuming a 10%* annual return.

* Data are from public filings.

Employer Match in EVERISE RETIREMENT PLAN

An employer match is one of the most valuable benefits in any 401(k) plan — it is essentially free money added to your retirement savings. Your employer contributes additional funds based on a percentage of your own contributions. Missing out on the full match is one of the most common and costly retirement mistakes employees make.

* Data are from public filings.

Are You Leaving Dollars on the Table?

If you are not contributing enough to capture the maximum employer match, you are literally turning down part of your compensation. For many plans, this can mean thousands of dollars per year in lost employer contributions — money that would compound over decades.

Use the policy details and calculator below to find out exactly how much you need to contribute to capture every dollar of employer matching.

EVERISE RETIREMENT PLAN Contribution & Match Policy

EVERISE RETIREMENT PLAN Plan Policies

EVERISE RETIREMENT PLAN Contribution, Match and Other Plan Policies

  • Participants may contribute up to 100% of their compensation to their participant account subject to annual limitations imposed by the Internal Revenue Code ("IRC").
  • The maximum participant deferral for the year ended December 31, 2024 was $23,000.
  • A participant who has attained the age of 50 may also make catch up contributions, subject to Internal Revenue Service ("IRS") limitations of $7,500, for the year ended December 31, 2024.
  • Participants may also contribute amounts representing distributions from other qualified plans.
  • Participants may elect to make Roth elective contributions.
  • Eligible employees who do not complete a salary deferral agreement will be automatically enrolled into the Plan and 3% of the participant’s compensation will be contributed as a salary deferral for each payroll period.
  • The Company may, in its sole discretion, make a matching and/or nonelective contribution to the Plan.
  • To be eligible for discretionary matching and profit-sharing contributions, a participant must work 1,000 hours in the given Plan year and be employed on the last day of the Plan year.
  • During the year ended December 31, 2024, the Plan received no matching or nonelective contributions.
  • Participants are immediately vested in their contributions, plus actual earnings thereon.
  • Vesting in the Company’s discretionary matching and nonelective contribution portion of their accounts, plus actual earnings thereon, is as follows: Years of Vesting Services Percentage 1 20% 2 40% 3 60% 4 80% 5 100% A year of vesting service is defined as a year in which an employee accrues 1,000 or more hours of service.
  • A participant who becomes totally disabled, dies, termination of employment on or after normal retirement age or early retirement date, even not employed on the last day of the Plan year, shall be 100% vested on such date.
  • Employees who were participants in the Trusource Labs 401(k) plan on August 15, 2020 will be 100% vested at all times in all accounts upon the attainment of age 59 1/2.

2025 IRS 401(k) Contribution Limits

The IRS sets annual limits on how much you and your employer can contribute to a 401(k) plan. Knowing these limits helps you maximize tax-advantaged savings. Here are the current limits:

 20242025
Employee elective deferrals (pretax + Roth)$23,000$23,500
Employee + employer contributions combined$69,000$70,000
Catch-up contributions (age 50+)$7,500$7,500
Enhanced catch-up (ages 60–63, SECURE 2.0)N/A$11,250

The power of maxing out: If you contribute the full $23,500 annually for 20 years at a 10% average annual return, you would accumulate approximately $1,505,256. If you can maximize the combined employee+employer limit of $70,000 per year, that grows to roughly $4,480,385 over the same period — more than triple.

Use the 401(k) Savings Calculator to model your specific contribution scenario and see how your savings can grow over time.

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