401k Plan data: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY plan

401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 401k Plan overview

Plan Name	401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY
Plan identification number	002

401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EVANS & PIERCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: EVANS & PIERCE COMPANY

Employer identification number (EIN): 930939414

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 PHIL EVANS 2015-10-13
002 2013-01-01 PHIL EVANS 2014-10-01
002 2012-01-01 PHIL EVANS
002 2011-01-01 PHIL EVANS 2012-10-10
002 2010-01-01 PHIL EVANS

Plan Statistics for 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY

401k plan membership statisitcs for 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY

Measure Date Value
2012: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2012: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY

Measure	Date	Value
2012 : 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$40,136
Expenses. Total of all expenses incurred	2012-12-31	$160
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$365,615
Total plan assets at beginning of year	2012-12-31	$325,639
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$5,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$40,136
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$39,976
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$365,615
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$325,639
Assets. Value of participant loans	2012-12-31	$50,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$160
2010 : 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$35,440
Expenses. Total of all expenses incurred	2010-12-31	$83,525
Benefits paid (including direct rollovers)	2010-12-31	$83,445
Total plan assets at end of year	2010-12-31	$369,353
Total plan assets at beginning of year	2010-12-31	$417,438
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$16,690
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-48,085
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$369,353
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$417,438
Assets. Value of participant loans	2010-12-31	$9,357
Total contributions received or receivable from employer(s)	2010-12-31	$18,750
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY

2012: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: 401K PROFIT SHARING PLAN OF EVANS & PIERCE COMPANY 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EVANS & PIERCE COMPANY
Employer identification number (EIN):	930939414
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	PHIL EVANS	2015-10-13
002	2013-01-01	PHIL EVANS	2014-10-01
002	2012-01-01	PHIL EVANS
002	2011-01-01	PHIL EVANS	2012-10-10
002	2010-01-01	PHIL EVANS