Jonathan W. Evans, Inc. Profit Sharing Plan — Form 5500 plan (Jonathan W. Evans, 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, Jonathan W. Evans, Inc. Profit Sharing Plan is a benefit plan reported by Jonathan W. Evans, Inc. under EIN 95-3533680 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $754,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jonathan W. Evans, Inc.
EIN
95-3533680
Plan number
002
Plan type
2
Location
Studio City, CA
Latest filing year
2023
Participants
3
End-of-year plan assets
$754,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240712084227NAL0017329265001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$754,388
Total liabilities (EOY)
$0
Net assets (EOY)
$754,388
Net assets (BOY)
$779,045

Income & contributions

Employer contributions
$79,325
Participant contributions
$0
Total income / additions
$42,802

Expenses & distributions

Benefits paid
$67,109
Administrative expenses
$350
Total expenses
$67,459
Net increase / (decrease)
-$24,657

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages