How big is Evans Wealth Strategies' plan?

Evans Wealth Strategies' plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250509092224NAL0009792259001

Evans Wealth Strategies

Name: Evans Wealth Strategies — Evans Wealth Strategies, Form 5500 (2024)
Creator: Evans Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evans Wealth Strategies 401(k) P/S Plan

401(k) retirement plan · Evans Wealth Strategies' Evans Wealth Strategies 401(k) P/S Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mary Evans signed Evans Wealth Strategies' 2024 Form 5500 as plan administrator.

Mary Evans — 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

Evans Wealth Strategies' EIN is 26-3217620.

EIN 26-3217620

Plan number 001

Plan year 2024

ACK ID 20250509092224NAL0009792259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evans Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evans Wealth Strategies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EVANS WEALTH STRATEGIES.

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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

Knocking points off