How big is Julia Evans PHD Psychology PC's plan?

Julia Evans PHD Psychology PC's plan reported $212K in assets and 20 participants for 2024.

Original filing (PDF)20250527134720NAL0005714385001

Julia Evans PHD Psychology PC

Name: Julia Evans PHD Psychology PC — Julia Evans PHD, Form 5500 (2024)
Creator: Julia Evans PHD Psychology PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julia Evans PHD Psychology PC 401(k) Plan

401(k) retirement plan · Julia Evans PHD Psychology PC's Julia Evans PHD Psychology PC 401(k) Plan held $212K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

People on this filing

JON Evans signed Julia Evans PHD Psychology PC's 2024 Form 5500 as plan administrator.

JON 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

Julia Evans PHD Psychology PC's EIN is 82-0710060.

EIN 82-0710060

Plan number 001

Plan year 2024

ACK ID 20250527134720NAL0005714385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julia Evans PHD Psychology PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julia Evans PHD Psychology PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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

Knocking points off