Original filing (PDF)20250723120200NAL0008561922004

EVANS AND COMPANY

Name: EVANS AND COMPANY — EVANS AND COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EVANS AND COMPANY

Form 5500-SF

FILING_RECEIVED

EVANS AND COMPANY PROFIT SHARING PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$767K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS AND COMPANY.

Plan sponsor

Name

EVANS AND COMPANY

EIN

72-0979819

Address

639 CHEROKEE ST · NEW ORLEANS, LA · 70118

Phone

(800) 382-6726

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

1A · Pay-related DB formula

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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MONUMENT TITLE 401(K) PROFIT SHARING PLAN