Civic Intelligence

GULF SOUTH WEALTH ADVISORS, L.L.C.

Plan context: James R Evans 401(K) Profit Sharing Plan & Trust

EIN 26-1973465 • Baton Rouge, LA • 8 filings • 2 plans

4610 Bluebonnet Suite ABaton Rouge, LA 70809
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$1,464,370

2025 Contributions

$288,915

Historical Graphs

Total Assets Over Time

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

$1,464,370$732,185$0201820222025YearValue
$1,464,370Latest year 2025

Participants Over Time

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

19100201820222025YearValue
19Latest 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
2025119$1,464,370$288,915$15,206iApproximate average salary by contribution assumption: employee only about $380,151 at 4% or $253,434 at 6%; with 50% employer match about $253,434 at 4% or $168,956 at 6%; with 100% employer match about $190,076 at 4% or $126,717 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-19$1,464,370$288,915$15,206iApproximate average salary by contribution assumption: employee only about $380,151 at 4% or $253,434 at 6%; with 50% employer match about $253,434 at 4% or $168,956 at 6%; with 100% employer match about $190,076 at 4% or $126,717 at 6%.
2024119$1,144,315$524,771$27,620iApproximate average salary by contribution assumption: employee only about $690,488 at 4% or $460,325 at 6%; with 50% employer match about $460,325 at 4% or $306,884 at 6%; with 100% employer match about $345,244 at 4% or $230,163 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-19$1,144,315$524,771$27,620iApproximate average salary by contribution assumption: employee only about $690,488 at 4% or $460,325 at 6%; with 50% employer match about $460,325 at 4% or $306,884 at 6%; with 100% employer match about $345,244 at 4% or $230,163 at 6%.
2023118$920,305$212,890$11,827iApproximate average salary by contribution assumption: employee only about $295,681 at 4% or $197,120 at 6%; with 50% employer match about $197,120 at 4% or $131,414 at 6%; with 100% employer match about $147,840 at 4% or $98,560 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-18$920,305$212,890$11,827iApproximate average salary by contribution assumption: employee only about $295,681 at 4% or $197,120 at 6%; with 50% employer match about $197,120 at 4% or $131,414 at 6%; with 100% employer match about $147,840 at 4% or $98,560 at 6%.
2022116$660,626$222,731$13,921iApproximate average salary by contribution assumption: employee only about $348,017 at 4% or $232,011 at 6%; with 50% employer match about $232,011 at 4% or $154,674 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-16$660,626$222,731$13,921iApproximate average salary by contribution assumption: employee only about $348,017 at 4% or $232,011 at 6%; with 50% employer match about $232,011 at 4% or $154,674 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%.
2021113$565,398$171,131$13,164iApproximate average salary by contribution assumption: employee only about $329,098 at 4% or $219,399 at 6%; with 50% employer match about $219,399 at 4% or $146,266 at 6%; with 100% employer match about $164,549 at 4% or $109,699 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-13$565,398$171,131$13,164iApproximate average salary by contribution assumption: employee only about $329,098 at 4% or $219,399 at 6%; with 50% employer match about $219,399 at 4% or $146,266 at 6%; with 100% employer match about $164,549 at 4% or $109,699 at 6%.
202018$324,048$125,009$15,626iApproximate average salary by contribution assumption: employee only about $390,653 at 4% or $260,435 at 6%; with 50% employer match about $260,435 at 4% or $173,624 at 6%; with 100% employer match about $195,327 at 4% or $130,218 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-8$324,048$125,009$15,626iApproximate average salary by contribution assumption: employee only about $390,653 at 4% or $260,435 at 6%; with 50% employer match about $260,435 at 4% or $173,624 at 6%; with 100% employer match about $195,327 at 4% or $130,218 at 6%.
201917$163,171$83,160$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-7$163,171$83,160$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
201817$66,634$72,274$10,325iApproximate average salary by contribution assumption: employee only about $258,121 at 4% or $172,081 at 6%; with 50% employer match about $172,081 at 4% or $114,721 at 6%; with 100% employer match about $129,061 at 4% or $86,040 at 6%.
James R Evans 401(K) Profit Sharing Plan & Trust-7$66,634$72,274$10,325iApproximate average salary by contribution assumption: employee only about $258,121 at 4% or $172,081 at 6%; with 50% employer match about $172,081 at 4% or $114,721 at 6%; with 100% employer match about $129,061 at 4% or $86,040 at 6%.