Evans & Dixon, LLC 401(K) And Retirement Plan — Form 5500 plan (Evans & Dixon, LLC)
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 & Dixon, LLC 401(K) And Retirement Plan is a benefit plan reported by Evans & Dixon, LLC under EIN 43-0611994 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $42,399,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans & Dixon, LLC
- EIN
- 43-0611994
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $42,399,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241014100802NAL0014742611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,399,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,399,792
- Net assets (BOY)
- $37,622,401
Income & contributions
- Employer contributions
- $1,140,822
- Participant contributions
- $1,554,934
- Total contributions
- $2,881,039
- Total income / additions
- $8,834,825
Expenses & distributions
- Benefits paid
- $3,966,929
- Administrative expenses
- $90,505
- Total expenses
- $4,057,434
- Net increase / (decrease)
- $4,777,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $45,505 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $17 | $10,409 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evans & Dixon, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation