Civic Intelligence

Evans Wealth Strategies

Plan context: Evans Wealth Strategies 401(K) P/S Plan

EIN 26-3217620 • Emmaus, PA • 13 filings • 1 plans

1134 Pennsylvania AveEmmaus, PA 18049
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,264,695

2024 Contributions

$184,920

Historical Graphs

Total Assets Over Time

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

$1,264,695$632,348$0201220182024YearValue
$1,264,695Latest year 2024

Participants Over Time

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

840201220182024YearValue
8Latest year 2024

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
202418$1,264,695$184,920$23,115iApproximate average salary by contribution assumption: employee only about $577,875 at 4% or $385,250 at 6%; with 50% employer match about $385,250 at 4% or $256,833 at 6%; with 100% employer match about $288,938 at 4% or $192,625 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-8$1,264,695$184,920$23,115iApproximate average salary by contribution assumption: employee only about $577,875 at 4% or $385,250 at 6%; with 50% employer match about $385,250 at 4% or $256,833 at 6%; with 100% employer match about $288,938 at 4% or $192,625 at 6%.
202317$899,190$148,261$21,180iApproximate average salary by contribution assumption: employee only about $529,504 at 4% or $353,002 at 6%; with 50% employer match about $353,002 at 4% or $235,335 at 6%; with 100% employer match about $264,752 at 4% or $176,501 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-7$899,190$148,261$21,180iApproximate average salary by contribution assumption: employee only about $529,504 at 4% or $353,002 at 6%; with 50% employer match about $353,002 at 4% or $235,335 at 6%; with 100% employer match about $264,752 at 4% or $176,501 at 6%.
202214$600,802$125,157$31,289iApproximate average salary by contribution assumption: employee only about $782,231 at 4% or $521,488 at 6%; with 50% employer match about $521,488 at 4% or $347,658 at 6%; with 100% employer match about $391,116 at 4% or $260,744 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-4$600,802$125,157$31,289iApproximate average salary by contribution assumption: employee only about $782,231 at 4% or $521,488 at 6%; with 50% employer match about $521,488 at 4% or $347,658 at 6%; with 100% employer match about $391,116 at 4% or $260,744 at 6%.
202116$679,658$127,349$21,225iApproximate average salary by contribution assumption: employee only about $530,621 at 4% or $353,747 at 6%; with 50% employer match about $353,747 at 4% or $235,831 at 6%; with 100% employer match about $265,310 at 4% or $176,874 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-6$679,658$127,349$21,225iApproximate average salary by contribution assumption: employee only about $530,621 at 4% or $353,747 at 6%; with 50% employer match about $353,747 at 4% or $235,831 at 6%; with 100% employer match about $265,310 at 4% or $176,874 at 6%.
202016$482,688$103,074$17,179iApproximate average salary by contribution assumption: employee only about $429,475 at 4% or $286,317 at 6%; with 50% employer match about $286,317 at 4% or $190,878 at 6%; with 100% employer match about $214,738 at 4% or $143,158 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-6$482,688$103,074$17,179iApproximate average salary by contribution assumption: employee only about $429,475 at 4% or $286,317 at 6%; with 50% employer match about $286,317 at 4% or $190,878 at 6%; with 100% employer match about $214,738 at 4% or $143,158 at 6%.
201916$283,701$94,120$15,687iApproximate average salary by contribution assumption: employee only about $392,167 at 4% or $261,444 at 6%; with 50% employer match about $261,444 at 4% or $174,296 at 6%; with 100% employer match about $196,083 at 4% or $130,722 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-6$283,701$94,120$15,687iApproximate average salary by contribution assumption: employee only about $392,167 at 4% or $261,444 at 6%; with 50% employer match about $261,444 at 4% or $174,296 at 6%; with 100% employer match about $196,083 at 4% or $130,722 at 6%.
201816$417,031$88,212$14,702iApproximate average salary by contribution assumption: employee only about $367,550 at 4% or $245,033 at 6%; with 50% employer match about $245,033 at 4% or $163,356 at 6%; with 100% employer match about $183,775 at 4% or $122,517 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-6$417,031$88,212$14,702iApproximate average salary by contribution assumption: employee only about $367,550 at 4% or $245,033 at 6%; with 50% employer match about $245,033 at 4% or $163,356 at 6%; with 100% employer match about $183,775 at 4% or $122,517 at 6%.
201716$452,907$88,045$14,674iApproximate average salary by contribution assumption: employee only about $366,854 at 4% or $244,569 at 6%; with 50% employer match about $244,569 at 4% or $163,046 at 6%; with 100% employer match about $183,427 at 4% or $122,285 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-6$452,907$88,045$14,674iApproximate average salary by contribution assumption: employee only about $366,854 at 4% or $244,569 at 6%; with 50% employer match about $244,569 at 4% or $163,046 at 6%; with 100% employer match about $183,427 at 4% or $122,285 at 6%.
201614$307,086$61,687$15,422iApproximate average salary by contribution assumption: employee only about $385,544 at 4% or $257,029 at 6%; with 50% employer match about $257,029 at 4% or $171,353 at 6%; with 100% employer match about $192,772 at 4% or $128,515 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-4$307,086$61,687$15,422iApproximate average salary by contribution assumption: employee only about $385,544 at 4% or $257,029 at 6%; with 50% employer match about $257,029 at 4% or $171,353 at 6%; with 100% employer match about $192,772 at 4% or $128,515 at 6%.
201513$215,626$55,051$18,350iApproximate average salary by contribution assumption: employee only about $458,758 at 4% or $305,839 at 6%; with 50% employer match about $305,839 at 4% or $203,893 at 6%; with 100% employer match about $229,379 at 4% or $152,919 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-3$215,626$55,051$18,350iApproximate average salary by contribution assumption: employee only about $458,758 at 4% or $305,839 at 6%; with 50% employer match about $305,839 at 4% or $203,893 at 6%; with 100% employer match about $229,379 at 4% or $152,919 at 6%.
201413$165,007$50,314$16,771iApproximate average salary by contribution assumption: employee only about $419,283 at 4% or $279,522 at 6%; with 50% employer match about $279,522 at 4% or $186,348 at 6%; with 100% employer match about $209,642 at 4% or $139,761 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-3$165,007$50,314$16,771iApproximate average salary by contribution assumption: employee only about $419,283 at 4% or $279,522 at 6%; with 50% employer match about $279,522 at 4% or $186,348 at 6%; with 100% employer match about $209,642 at 4% or $139,761 at 6%.
201313$102,891$43,440$14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-3$102,891$43,440$14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%.
201213$43,037$41,803$13,934iApproximate average salary by contribution assumption: employee only about $348,358 at 4% or $232,239 at 6%; with 50% employer match about $232,239 at 4% or $154,826 at 6%; with 100% employer match about $174,179 at 4% or $116,119 at 6%.
Evans Wealth Strategies 401(K) P/S Plan-3$43,037$41,803$13,934iApproximate average salary by contribution assumption: employee only about $348,358 at 4% or $232,239 at 6%; with 50% employer match about $232,239 at 4% or $154,826 at 6%; with 100% employer match about $174,179 at 4% or $116,119 at 6%.