How big is SM Evans Group LLC's plan?

SM Evans Group LLC's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20250729141513NAL0001687091001

SM Evans Group LLC

Name: SM Evans Group LLC — SM Evans Group LLC SOCA Benefit, Form 5500 (2024)
Creator: SM Evans Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SM Evans Group LLC SOCA Benefit Plan

Health & welfare plan · SM Evans Group LLC's SM Evans Group LLC SOCA Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$488

People on this filing

Matt Appenzeller signed SM Evans Group LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

SM Evans Group LLC's EIN is 84-4007466.

EIN 84-4007466

Plan number 501

Plan year 2024

ACK ID 20250729141513NAL0001687091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SM Evans Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score