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Original filing (PDF)20250926053502NAL0003872627001
E & V ENERGY CORP., INCORPORATED
Form 5500
FILING_RECEIVED
YOURWAY HRA BENEFIT PLAN OF E&V ENERGY CORP.
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
130
Accounts w/ balance
—
Plan assets (EOY)
$406K
Net assets (EOY)
$406K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab & Co., Inc. AMT Tax-Free Money Fund - Investor (290,091 shares) $" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E & V ENERGY CORP., INCORPORATED.
Plan sponsor
Name
E & V ENERGY CORP., INCORPORATED
EIN
15-0301010
Address
2737 ERIE DR · WEEDSPORT, NY · 13166
Phone
(315) 834-6687
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $290K(71% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab & Co., Inc. AMT Tax-Free Money Fund - Investor (290,091 shares) $ | — | — | $290K | $290K | 71.4% |
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