How big is Evolve Financial Planning's plan?

Evolve Financial Planning's plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260318112413NAL0007250066001

Evolve Financial Planning

Name: Evolve Financial Planning — Evolve Financial, Form 5500 (2025)
Creator: Evolve Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolve Financial Planning 401(k) Plan

401(k) retirement plan · Evolve Financial Planning's Evolve Financial Planning 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jacqueline Kimmel signed Evolve Financial Planning's 2025 Form 5500 as plan administrator.

Jacqueline Kimmel — 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

Evolve Financial Planning's EIN is 81-4537215.

EIN 81-4537215

Plan number 001

Plan year 2025

ACK ID 20260318112413NAL0007250066001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evolve Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evolve Financial Planning's 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 EVOLVE FINANCIAL PLANNING.

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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

Helping the score