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EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameEVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN
Plan identification number 001

EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

EVOLUTION FINANCIAL ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVOLUTION FINANCIAL ADVISORS, INC.
Employer identification number (EIN):813278765
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICTORIA BACH2024-06-07 VICTORIA BACH2024-06-07

Plan Statistics for EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2025: EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-0410
Total number of particpants at end of year2025-03-0410
Number of Participants With Account Balances2025-03-046
2024: EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-108
Total number of particpants at end of year2024-06-108
Number of Participants With Account Balances2024-06-107

Financial Data on EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2025 : EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-040
Total liabilities as of the end of the plan year2025-03-040
Total liabilities as of the beginning of the plan year2025-03-040
Total expenses incurred by plan in this plan year2025-03-04248291
Net assets as of the end of the plan year2025-03-041230578
Total assets as of the beginning of the plan year2025-03-041251595
Value of plan covered by a fidelity bond2025-03-04200000
Participant contributions to plan in this plan year2025-03-0445815
Other expenses paid from plan in this plan year2025-03-040
Other contributions to plan in this plan year2025-03-040
Other income to plan in this plan year2025-03-04160327
Plan net income in this plan year2025-03-04-21017
Net assets as of the end of the plan year2025-03-041230578
Net assets as of the beginning of the plan year2025-03-041251595
Employer contributions to plan in this plan year2025-03-0421132
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-040
2024 : EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-100
Net assets as of the end of the plan year2024-06-101251595
Total assets as of the beginning of the plan year2024-06-101027092
Value of plan covered by a fidelity bond2024-06-10200000
Participant contributions to plan in this plan year2024-06-1038499
Value of participant loans at end of plan year2024-06-10102172
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-10165648
Plan net income in this plan year2024-06-10224503
Net assets as of the end of the plan year2024-06-101251595
Net assets as of the beginning of the plan year2024-06-101027092
Employer contributions to plan in this plan year2024-06-1020356
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-100

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