Evans Enterprises, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Evans 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 Enterprises, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Evans Enterprises, Inc. under EIN 73-0928881 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans Enterprises, Inc.
- EIN
- 73-0928881
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241015122533NAL0016380403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $14,938,631
Income & contributions
- Employer contributions
- $450,748
- Participant contributions
- $1,023,939
- Total contributions
- $1,477,497
- Total income / additions
- $3,733,032
Expenses & distributions
- Benefits paid
- $3,721,067
- Administrative expenses
- $22,141
- Total expenses
- $3,743,208
- Net increase / (decrease)
- -$10,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eide Bailly | AUDITOR | $13,510 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $8,631 | $0 | 2023 |