EVANS & SON, INC. has sponsored the creation of one or more 401k plans.
Additional information about EVANS & SON, INC.
Submission information for form 5500 for 401k plan 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-year | 2022-07-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 42 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 4 |
Total of all active and inactive participants | 2022-07-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 46 |
Number of participants with account balances | 2022-07-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-07-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 45 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 4 |
Total of all active and inactive participants | 2021-07-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 49 |
Number of participants with account balances | 2021-07-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-07-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 55 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 4 |
Total of all active and inactive participants | 2020-07-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 59 |
Number of participants with account balances | 2020-07-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-07-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 58 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 7 |
Total of all active and inactive participants | 2019-07-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 65 |
Number of participants with account balances | 2019-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 4 |
Total of all active and inactive participants | 2018-07-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 9 |
Number of participants with account balances | 2018-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
Measure | Date | Value |
---|
2023 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-06-30 | $142,095 |
Expenses. Total of all expenses incurred | 2023-06-30 | $20,141 |
Benefits paid (including direct rollovers) | 2023-06-30 | $10,257 |
Total plan assets at end of year | 2023-06-30 | $2,850,286 |
Total plan assets at beginning of year | 2023-06-30 | $2,728,332 |
Value of fidelity bond covering the plan | 2023-06-30 | $400,000 |
Assets. Value of loans (other than to participants) | 2023-06-30 | $8,103 |
Other income received | 2023-06-30 | $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 plan | 2022-06-30 | $0 |
Total plan liabilities at end of year | 2022-06-30 | $0 |
Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $-402,716 |
Expenses. Total of all expenses incurred | 2022-06-30 | $50,889 |
Benefits paid (including direct rollovers) | 2022-06-30 | $15,422 |
Total plan assets at end of year | 2022-06-30 | $2,728,332 |
Total plan assets at beginning of year | 2022-06-30 | $3,181,937 |
Value of fidelity bond covering the plan | 2022-06-30 | $400,000 |
Total contributions received or receivable from participants | 2022-06-30 | $0 |
Assets. Value of loans (other than to participants) | 2022-06-30 | $11,930 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
Other income received | 2022-06-30 | $-402,716 |
Noncash contributions received | 2022-06-30 | $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 loans | 2022-06-30 | $0 |
Value of corrective distributions | 2022-06-30 | $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 plan | 2021-06-30 | $0 |
Total plan liabilities at end of year | 2021-06-30 | $0 |
Total plan liabilities at beginning of year | 2021-06-30 | $0 |
Total income from all sources | 2021-06-30 | $560,296 |
Expenses. Total of all expenses incurred | 2021-06-30 | $69,184 |
Benefits paid (including direct rollovers) | 2021-06-30 | $33,595 |
Total plan assets at end of year | 2021-06-30 | $3,181,937 |
Total plan assets at beginning of year | 2021-06-30 | $2,690,825 |
Value of fidelity bond covering the plan | 2021-06-30 | $400,000 |
Total contributions received or receivable from participants | 2021-06-30 | $0 |
Assets. Value of loans (other than to participants) | 2021-06-30 | $12,550 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
Other income received | 2021-06-30 | $560,296 |
Noncash contributions received | 2021-06-30 | $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 loans | 2021-06-30 | $0 |
Value of corrective distributions | 2021-06-30 | $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 securities | 2021-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-06-30 | $0 |
Minimum employer required contribution for this plan year | 2021-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $0 |
2020 : EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-06-30 | $34,017 |
Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $-190,376 |
Expenses. Total of all expenses incurred | 2020-06-30 | $33,304 |
Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $2,690,825 |
Total plan assets at beginning of year | 2020-06-30 | $2,880,488 |
Value of fidelity bond covering the plan | 2020-06-30 | $400,000 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Assets. Value of loans (other than to participants) | 2020-06-30 | $49,559 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $-190,376 |
Noncash contributions received | 2020-06-30 | $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 loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $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 plan | 2019-06-30 | $2,880,488 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $0 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $2,880,488 |
Total plan assets at beginning of year | 2019-06-30 | $0 |
Value of fidelity bond covering the plan | 2019-06-30 | $400,000 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Assets. Value of loans (other than to participants) | 2019-06-30 | $51,849 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $0 |
Noncash contributions received | 2019-06-30 | $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 loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $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 securities | 2019-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-06-30 | $0 |
Minimum employer required contribution for this plan year | 2019-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $0 |
2022: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2022 form 5500 responses |
---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2021 form 5500 responses |
---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: EVANS & SON, INC. FROZEN MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | First time form 5500 has been submitted | Yes |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |