How big is John M Everson CFP's plan?

John M Everson CFP's plan reported $747K in assets and 5 participants for 2025.

Original filing (PDF)20260424083011NAL0011867378001

John M Everson CFP

Name: John M Everson CFP — John M Everson CFP 401(k), Form 5500 (2025)
Creator: John M Everson CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John M Everson CFP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · John M Everson CFP's John M Everson CFP 401(k) Profit Sharing Plan & Trust held $747K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

Plan identifiers

John M Everson CFP's EIN is 55-0714865.

EIN 55-0714865

Plan number 001

Plan year 2025

ACK ID 20260424083011NAL0011867378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John M Everson CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John M Everson CFP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN M EVERSON CFP.

Finding similar companies…

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