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EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameEVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN
Plan identification number 004

EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

EVANS & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVANS & SON, INC.
Employer identification number (EIN):954178102
NAIC Classification:236200

Additional information about EVANS & SON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-07-26
Company Identification Number: 0802777452
Legal Registered Office Address: 25812 SPRINGBROOK AVE

SANTA CLARITA
United States of America (USA)
91350

More information about EVANS & SON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-07-01WILLIAM S. EVANS2024-04-12 WILLIAM S. EVANS2024-04-12
0042021-07-01
0042020-07-01
0042019-07-01
0042018-07-01
0042018-07-01

Plan Statistics for EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0151
Total number of active participants reported on line 7a of the Form 55002022-07-0142
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-014
Total of all active and inactive participants2022-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0146
Number of participants with account balances2022-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0157
Total number of active participants reported on line 7a of the Form 55002021-07-0145
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-014
Total of all active and inactive participants2021-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0149
Number of participants with account balances2021-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0163
Total number of active participants reported on line 7a of the Form 55002020-07-0155
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-014
Total of all active and inactive participants2020-07-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0159
Number of participants with account balances2020-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0160
Total number of active participants reported on line 7a of the Form 55002019-07-0158
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-017
Total of all active and inactive participants2019-07-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0165
Number of participants with account balances2019-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-019
Total number of active participants reported on line 7a of the Form 55002018-07-015
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-014
Total of all active and inactive participants2018-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-019
Number of participants with account balances2018-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010

Financial Data on EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN

Measure Date Value
2023 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources2023-06-30$142,095
Expenses. Total of all expenses incurred2023-06-30$20,141
Benefits paid (including direct rollovers)2023-06-30$10,257
Total plan assets at end of year2023-06-30$2,850,286
Total plan assets at beginning of year2023-06-30$2,728,332
Value of fidelity bond covering the plan2023-06-30$400,000
Assets. Value of loans (other than to participants)2023-06-30$8,103
Other income received2023-06-30$142,095
Net income (gross income less expenses)2023-06-30$121,954
Net plan assets at end of year (total assets less liabilities)2023-06-30$2,850,286
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$2,728,332
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$9,884
2022 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-402,716
Expenses. Total of all expenses incurred2022-06-30$50,889
Benefits paid (including direct rollovers)2022-06-30$15,422
Total plan assets at end of year2022-06-30$2,728,332
Total plan assets at beginning of year2022-06-30$3,181,937
Value of fidelity bond covering the plan2022-06-30$400,000
Total contributions received or receivable from participants2022-06-30$0
Assets. Value of loans (other than to participants)2022-06-30$11,930
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-402,716
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-453,605
Net plan assets at end of year (total assets less liabilities)2022-06-30$2,728,332
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$3,181,937
Total contributions received or receivable from employer(s)2022-06-30$0
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$35,467
2021 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$560,296
Expenses. Total of all expenses incurred2021-06-30$69,184
Benefits paid (including direct rollovers)2021-06-30$33,595
Total plan assets at end of year2021-06-30$3,181,937
Total plan assets at beginning of year2021-06-30$2,690,825
Value of fidelity bond covering the plan2021-06-30$400,000
Total contributions received or receivable from participants2021-06-30$0
Assets. Value of loans (other than to participants)2021-06-30$12,550
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$560,296
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$491,112
Net plan assets at end of year (total assets less liabilities)2021-06-30$3,181,937
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$2,690,825
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$35,589
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
2020 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$34,017
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$-190,376
Expenses. Total of all expenses incurred2020-06-30$33,304
Benefits paid (including direct rollovers)2020-06-30$0
Total plan assets at end of year2020-06-30$2,690,825
Total plan assets at beginning of year2020-06-30$2,880,488
Value of fidelity bond covering the plan2020-06-30$400,000
Total contributions received or receivable from participants2020-06-30$0
Assets. Value of loans (other than to participants)2020-06-30$49,559
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-190,376
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-223,680
Net plan assets at end of year (total assets less liabilities)2020-06-30$2,690,825
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$2,880,488
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$33,304
2019 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$2,880,488
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$0
Expenses. Total of all expenses incurred2019-06-30$0
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$2,880,488
Total plan assets at beginning of year2019-06-30$0
Value of fidelity bond covering the plan2019-06-30$400,000
Total contributions received or receivable from participants2019-06-30$0
Assets. Value of loans (other than to participants)2019-06-30$51,849
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$0
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$0
Net plan assets at end of year (total assets less liabilities)2019-06-30$2,880,488
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$0
Total contributions received or receivable from employer(s)2019-06-30$0
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0

Form 5500 Responses for EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN

2022: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01First time form 5500 has been submittedYes
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes

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