Civic Intelligence

EVANS ASSET MANAGEMENT CORPORA

Plan context: EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-1599942 • Boston, MA • 5 filings • 1 plans

31 Saint James Ave Ste 740Boston, MA 02116-4186
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$827,744

2025 Contributions

$119,499

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$827,744$413,872$0202120232025YearValue
$827,744Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950202120232025YearValue
9Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$827,744$119,499$13,278iApproximate average salary by contribution assumption: employee only about $331,942 at 4% or $221,294 at 6%; with 50% employer match about $221,294 at 4% or $147,530 at 6%; with 100% employer match about $165,971 at 4% or $110,647 at 6%.
EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST-9$827,744$119,499$13,278iApproximate average salary by contribution assumption: employee only about $331,942 at 4% or $221,294 at 6%; with 50% employer match about $221,294 at 4% or $147,530 at 6%; with 100% employer match about $165,971 at 4% or $110,647 at 6%.
202417$595,060$95,474$13,639iApproximate average salary by contribution assumption: employee only about $340,979 at 4% or $227,319 at 6%; with 50% employer match about $227,319 at 4% or $151,546 at 6%; with 100% employer match about $170,489 at 4% or $113,660 at 6%.
EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST-7$595,060$95,474$13,639iApproximate average salary by contribution assumption: employee only about $340,979 at 4% or $227,319 at 6%; with 50% employer match about $227,319 at 4% or $151,546 at 6%; with 100% employer match about $170,489 at 4% or $113,660 at 6%.
202316$391,231$83,769$13,962iApproximate average salary by contribution assumption: employee only about $349,038 at 4% or $232,692 at 6%; with 50% employer match about $232,692 at 4% or $155,128 at 6%; with 100% employer match about $174,519 at 4% or $116,346 at 6%.
EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST-6$391,231$83,769$13,962iApproximate average salary by contribution assumption: employee only about $349,038 at 4% or $232,692 at 6%; with 50% employer match about $232,692 at 4% or $155,128 at 6%; with 100% employer match about $174,519 at 4% or $116,346 at 6%.
202217$218,284$255,608$36,515iApproximate average salary by contribution assumption: employee only about $912,886 at 4% or $608,590 at 6%; with 50% employer match about $608,590 at 4% or $405,727 at 6%; with 100% employer match about $456,443 at 4% or $304,295 at 6%.
EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST-7$218,284$255,608$36,515iApproximate average salary by contribution assumption: employee only about $912,886 at 4% or $608,590 at 6%; with 50% employer match about $608,590 at 4% or $405,727 at 6%; with 100% employer match about $456,443 at 4% or $304,295 at 6%.
202116$34,481$33,722$5,620iApproximate average salary by contribution assumption: employee only about $140,508 at 4% or $93,672 at 6%; with 50% employer match about $93,672 at 4% or $62,448 at 6%; with 100% employer match about $70,254 at 4% or $46,836 at 6%.
EVANS ASSET MANAGEMENT CORPORA 401(K) PROFIT SHARING PLAN & TRUST-6$34,481$33,722$5,620iApproximate average salary by contribution assumption: employee only about $140,508 at 4% or $93,672 at 6%; with 50% employer match about $93,672 at 4% or $62,448 at 6%; with 100% employer match about $70,254 at 4% or $46,836 at 6%.
EVANS ASSET MANAGEMENT CORPORA | EIN 20-1599942 | 2025 Form 5500 Company Profile