How big is Evans Financial Services, Ltd.'s plan?

Evans Financial Services, Ltd.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250423084713NAL0005675105001

Evans Financial Services, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Evans Financial Services, Ltd. 401(k) Retirement Savings Plan

401(k) retirement plan · Evans Financial Services, Ltd.'s Evans Financial Services, Ltd. 401(k) Retirement Savings Plan held $2.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Evans Financial Services, Ltd.'s EIN is 65-0888895.

EIN 65-0888895

Plan number 001

Plan year 2024

ACK ID 20250423084713NAL0005675105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evans Financial Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evans Financial Services, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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