Evans & Associates Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Evans & Associates Enterprises, Inc)

Plain-English plan 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, Evans & Associates Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Evans & Associates Enterprises, Inc under EIN 73-0797713 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $13,568,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evans & Associates Enterprises, Inc
EIN
73-0797713
Plan number
001
Plan type
2
Location
Ponca City, OK
Latest filing year
2023
Participants
261
End-of-year plan assets
$13,568,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241015120622NAL0014573875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,568,237
Total liabilities (EOY)
$0
Net assets (EOY)
$13,568,237
Net assets (BOY)
$13,516,352

Income & contributions

Employer contributions
$449,456
Participant contributions
$642,632
Total contributions
$1,092,088
Total income / additions
$3,084,082

Expenses & distributions

Benefits paid
$2,999,999
Administrative expenses
$32,198
Total expenses
$3,032,197
Net increase / (decrease)
$51,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$32,198$02023

Related Form 5500 pages