Evanson Asset Management (EIN 38-3920313) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $801K in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Steve Evanson Profit Sharing Plan | 002 | 7 | $801K |
| Steve Evanson Cash Balance Plan | 003 | 0 | $0 |
38-3920313 is the Employer Identification Number (EIN) Evanson Asset Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
