How big is EVG, Inc.'s plan?

EVG, Inc.'s plan reported $2.0M in assets and 4 participants for 2023.

Original filing (PDF)20250415074133NAL0001375811001

EVG, Inc.

Name: EVG, Inc. — EVG, Inc. Pension Trust, Form 5500 (2023)
Creator: EVG, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EVG, Inc. Pension Trust

Defined-contribution retirement plan · EVG, Inc.'s EVG, Inc. Pension Trust held $2.0M in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jennifer Bounds signed EVG, Inc.'s 2023 Form 5500 as plan administrator.

Jennifer Bounds — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EVG, Inc.'s EIN is 13-2569948.

EIN 13-2569948

Plan number 002

Plan year 2023

ACK ID 20250415074133NAL0001375811001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EVG, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EVG, Inc.'s plan includes money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

EVG, INC.

EIN

all filings

Address

220 EAST 42ND STREET, SUITE 3100 · NEW YORK, NY · 10017

Phone

(212) 697-0770

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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