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THE THOMAS J. EVANS FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameTHE THOMAS J. EVANS FOUNDATION 401(K) PLAN
Plan identification number 001

THE THOMAS J. EVANS FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE THOMAS J. EVANS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE THOMAS J. EVANS FOUNDATION
Employer identification number (EIN):316055767
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE THOMAS J. EVANS FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH WALLACE2024-08-02 SARAH WALLACE2024-08-02
0012022-01-01SARAH WALLACE2023-06-14 SARAH WALLACE2023-06-14
0012021-01-01SARAH WALLACE2022-09-19 SARAH WALLACE2022-09-19
0012020-01-01SARAH WALLACE2021-06-09 SARAH WALLACE2021-06-09
0012019-01-01SARAH WALLACE2020-07-01 SARAH WALLACE2020-07-01
0012018-01-01SARAH WALLACE2019-07-11 SARAH WALLACE2019-07-11
0012017-03-01SARAH WALLACE2018-07-03 SARAH WALLACE2018-07-03

Plan Statistics for THE THOMAS J. EVANS FOUNDATION 401(K) PLAN

401k plan membership statisitcs for THE THOMAS J. EVANS FOUNDATION 401(K) PLAN

Measure Date Value
2025: THE THOMAS J. EVANS FOUNDATION 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-013
Total number of particpants at end of year2025-07-013
Number of Participants With Account Balances2025-07-013
2024: THE THOMAS J. EVANS FOUNDATION 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-023
Total number of particpants at end of year2024-08-023
Number of Participants With Account Balances2024-08-023

Financial Data on THE THOMAS J. EVANS FOUNDATION 401(K) PLAN

Measure Date Value
2025 : THE THOMAS J. EVANS FOUNDATION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-010
Net assets as of the end of the plan year2025-07-01418801
Total assets as of the beginning of the plan year2025-07-01348636
Value of plan covered by a fidelity bond2025-07-0150000
Participant contributions to plan in this plan year2025-07-019983
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0148845
Plan net income in this plan year2025-07-0170165
Net assets as of the end of the plan year2025-07-01418801
Net assets as of the beginning of the plan year2025-07-01348636
Employer contributions to plan in this plan year2025-07-0111337
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-010
2024 : THE THOMAS J. EVANS FOUNDATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-020
Net assets as of the end of the plan year2024-08-02348636
Total assets as of the beginning of the plan year2024-08-02273057
Value of plan covered by a fidelity bond2024-08-0235000
Participant contributions to plan in this plan year2024-08-028053
Other income to plan in this plan year2024-08-0257140
Plan net income in this plan year2024-08-0275579
Net assets as of the end of the plan year2024-08-02348636
Net assets as of the beginning of the plan year2024-08-02273057
Employer contributions to plan in this plan year2024-08-0210386

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