D.L. Evans Bank 401(K) Retirement Savings Plan — Form 5500 plan (D L Evans Bank)
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, D.L. Evans Bank 401(K) Retirement Savings Plan is a benefit plan reported by D L Evans Bank under EIN 82-0117415 and plan number 003. The latest loaded filing year is 2023. The filing reports 518 participants and $32,087,817 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$32.1MPlan net assets, end of year$32,087,817
Participants518Covered participants reported
Assets / participant$61.9KComputed: assets ÷ participants$61,946 (computed)
Provider compensation$116.1K2 Schedule C provider row(s)$116,069
- Plan sponsor
- D L Evans Bank
- EIN
- 82-0117415
- Plan number
- 003
- Plan type
- 2
- Location
- Burley, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20241010173848NAL0020635793001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$32.1M total assets
Net assets$32.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $32,087,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,087,817
- Net assets (BOY)
- $27,245,873
Income & contributions
- Employer contributions
- $265,390
- Participant contributions
- $2,417,338
- Total contributions
- $3,276,502
- Total income / additions
- $7,674,337
Expenses & distributions
- Benefits paid
- $2,748,324
- Administrative expenses
- $84,069
- Total expenses
- $2,832,393
- Net increase / (decrease)
- $4,841,944
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
90%
Employer 10%Participant 90%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,069 | $0 | 2023 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $0 | $32,000 | 2023 |