Evp Advisors, Inc. 401(K) Plan — Form 5500 plan (Evp Advisors, 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, Evp Advisors, Inc. 401(K) Plan is a benefit plan reported by Evp Advisors, Inc. under EIN 27-1284738 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,916,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evp Advisors, Inc.
- EIN
- 27-1284738
- Plan number
- 001
- Plan type
- 2
- Location
- Geneva, IL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,916,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240524144505NAL0006823921001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,916,699
- Net assets (EOY)
- $3,916,699
- Net assets (BOY)
- $3,247,686
Income & contributions
- Employer contributions
- $94,881
- Participant contributions
- $82,500
- Total income / additions
- $706,757
Expenses & distributions
- Administrative expenses
- $37,744
- Total expenses
- $37,744
- Net increase / (decrease)
- $669,013
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.