Evans & Son, Inc. Frozen Money Purchase Pension Plan — Form 5500 plan (Evans & Son, 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, Evans & Son, Inc. Frozen Money Purchase Pension Plan is a benefit plan reported by Evans & Son, Inc. under EIN 95-4178102 and plan number 004. The latest loaded filing year is 2023. The filing reports 46 participants and $2,561,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evans & Son, Inc.
- EIN
- 95-4178102
- Plan number
- 004
- Plan type
- 2
- Location
- Santa Clarita, CA
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $2,561,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20250414175858NAL0004187458001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,561,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,561,719
- Net assets (BOY)
- $2,850,286
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$288,442
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $125
- Total expenses
- $125
- Net increase / (decrease)
- -$288,567
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.