Plan5500

David Evans Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, David Evans Enterprises, Inc. (EIN 20-5545517) is a plan sponsor located in Portland, OR with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5545517
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for David Evans Enterprises, Inc.

  • 2 loaded plans hold $224M in reported assets.
  • The largest, David Evans Enterprises, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,678 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$224MSummed across loaded plans$223,971,926
Total reported assets$224M$223,971,926
Total reported participants2.7K2,678
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$224M total assets
Net assets$224MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$10.9M
Total income / additions$53.3M
Expenses & distributions
Benefits paid / distributions$25M
Total expenses$25.2M
Net increase / (decrease)$28.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%David Evans Enterprises, Inc. Retirement Plan
Participants per plan1,339Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    David Evans Enterprises, Inc. Retirement Plan$224M
    Plan #001 · 1,656 participants · 2023
  2. 2
    Employee Welfare Plan For David Evans Enterprises, Inc.not reported in the loaded dataset
    Plan #501 · 1,022 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for David Evans Enterprises, Inc.. Open one for its full reported snapshot.

  1. 2023
    Employee Welfare Plan For David Evans Enterprises, Inc.1,022 participants · 2No schedules
    View filing →
  2. 2023
    David Evans Enterprises, Inc. Retirement Plan1,656 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does David Evans Enterprises, Inc. report on Form 5500?
David Evans Enterprises, Inc. (EIN 20-5545517) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for David Evans Enterprises, Inc.?
The Employer Identification Number (EIN) reported for David Evans Enterprises, Inc. is 20-5545517.
What is the latest Form 5500 filing year for David Evans Enterprises, Inc.?
The latest loaded Form 5500 filing year for David Evans Enterprises, Inc. is 2023.

Related Form 5500 pages