2023 Form 5500 filing — Evans & Associates Enterprises, Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015120622NAL0014573875001) for Evans & Associates Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Evans & Associates Enterprises, Inc under EIN 73-0797713 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120622NAL0014573875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evans & Associates Enterprises, Inc
- EIN
- 73-0797713
- Plan number
- 001
- Location
- Ponca City, OK
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,568,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,568,237
- Employer contributions
- $449,456
- Participant contributions
- $642,632
- Total income / additions
- $3,084,082
- Benefits paid
- $2,999,999
- Administrative expenses
- $32,198
- Total expenses
- $3,032,197
- Net increase / (decrease)
- $51,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $32,198 | $0 |