Don Evans Nevada, Inc. 401(K) Retirement Plan — Form 5500 plan (Don Evans Nevada, 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, Don Evans Nevada, Inc. 401(K) Retirement Plan is a benefit plan reported by Don Evans Nevada, Inc. under EIN 88-0223307 and plan number 001. The latest loaded filing year is 2023. The filing reports 789 participants and $53,235,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Don Evans Nevada, Inc.
EIN
88-0223307
Plan number
001
Plan type
2
Location
Deforest, WI
Latest filing year
2023
Participants
789
End-of-year plan assets
$53,235,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023789H, C20240918094637NAL0004336625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,235,870
Total liabilities (EOY)
$0
Net assets (EOY)
$53,235,870
Net assets (BOY)
$45,005,161

Income & contributions

Employer contributions
$1,443,337
Participant contributions
$3,272,879
Total contributions
$4,946,440
Total income / additions
$12,593,751

Expenses & distributions

Benefits paid
$4,280,572
Administrative expenses
$44,796
Total expenses
$4,363,042
Net increase / (decrease)
$8,230,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$30,081not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$14,715$02023

Related Form 5500 pages