How big is Evans MAY Wealth LLC's plan?

Evans MAY Wealth LLC's plan reported $1.9M in assets and 13 participants for 2024.

Original filing (PDF)20250502100247NAL0004358433001

Evans MAY Wealth LLC

Name: Evans MAY Wealth LLC — Evans MAY Wealth LLC 401(k), Form 5500 (2024)
Creator: Evans MAY Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evans MAY Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Evans MAY Wealth LLC's Evans MAY Wealth LLC 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Brooke V. MAY signed Evans MAY Wealth LLC's 2024 Form 5500 as plan administrator.

Brooke V. MAY — 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

Evans MAY Wealth LLC's EIN is 84-1845783.

EIN 84-1845783

Plan number 001

Plan year 2024

ACK ID 20250502100247NAL0004358433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evans MAY Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evans MAY Wealth LLC'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 EVANS MAY WEALTH LLC.

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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