Evans Investment Advisors LLC
Plan context: EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST
EIN 30-0468212 • Baton Rouge, LA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,721,457
2024 Contributions
$303,255
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $2,721,457 | $303,255 | $50,543iApproximate average salary by contribution assumption: employee only about $1,263,563 at 4% or $842,375 at 6%; with 50% employer match about $842,375 at 4% or $561,583 at 6%; with 100% employer match about $631,781 at 4% or $421,188 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 5 | $1,408,860 | $138,625 | $27,725iApproximate average salary by contribution assumption: employee only about $693,125 at 4% or $462,083 at 6%; with 50% employer match about $462,083 at 4% or $308,056 at 6%; with 100% employer match about $346,563 at 4% or $231,042 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,312,597 | $164,630 | $27,438iApproximate average salary by contribution assumption: employee only about $685,958 at 4% or $457,306 at 6%; with 50% employer match about $457,306 at 4% or $304,870 at 6%; with 100% employer match about $342,979 at 4% or $228,653 at 6%. |
| 2023 | 2 | 6 | $2,280,699 | $255,923 | $42,654iApproximate average salary by contribution assumption: employee only about $1,066,346 at 4% or $710,897 at 6%; with 50% employer match about $710,897 at 4% or $473,931 at 6%; with 100% employer match about $533,173 at 4% or $355,449 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 3 | $1,172,577 | $185,000 | $61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,108,122 | $70,923 | $11,821iApproximate average salary by contribution assumption: employee only about $295,513 at 4% or $197,008 at 6%; with 50% employer match about $197,008 at 4% or $131,339 at 6%; with 100% employer match about $147,756 at 4% or $98,504 at 6%. |
| 2022 | 2 | 5 | $1,856,707 | $208,299 | $41,660iApproximate average salary by contribution assumption: employee only about $1,041,495 at 4% or $694,330 at 6%; with 50% employer match about $694,330 at 4% or $462,887 at 6%; with 100% employer match about $520,748 at 4% or $347,165 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 5 | $989,592 | $78,299 | $15,660iApproximate average salary by contribution assumption: employee only about $391,495 at 4% or $260,997 at 6%; with 50% employer match about $260,997 at 4% or $173,998 at 6%; with 100% employer match about $195,748 at 4% or $130,498 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $867,115 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| 2021 | 2 | 6 | $2,276,542 | $201,258 | $33,543iApproximate average salary by contribution assumption: employee only about $838,575 at 4% or $559,050 at 6%; with 50% employer match about $559,050 at 4% or $372,700 at 6%; with 100% employer match about $419,288 at 4% or $279,525 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,454,842 | $71,258 | $11,876iApproximate average salary by contribution assumption: employee only about $296,908 at 4% or $197,939 at 6%; with 50% employer match about $197,939 at 4% or $131,959 at 6%; with 100% employer match about $148,454 at 4% or $98,969 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $821,700 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| 2020 | 2 | 6 | $1,815,471 | $202,906 | $33,818iApproximate average salary by contribution assumption: employee only about $845,442 at 4% or $563,628 at 6%; with 50% employer match about $563,628 at 4% or $375,752 at 6%; with 100% employer match about $422,721 at 4% or $281,814 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,195,136 | $72,906 | $12,151iApproximate average salary by contribution assumption: employee only about $303,775 at 4% or $202,517 at 6%; with 50% employer match about $202,517 at 4% or $135,011 at 6%; with 100% employer match about $151,888 at 4% or $101,258 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $620,335 | $130,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| 2019 | 2 | 6 | $1,441,999 | $217,241 | $36,207iApproximate average salary by contribution assumption: employee only about $905,171 at 4% or $603,447 at 6%; with 50% employer match about $603,447 at 4% or $402,298 at 6%; with 100% employer match about $452,585 at 4% or $301,724 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $998,936 | $72,241 | $12,040iApproximate average salary by contribution assumption: employee only about $301,004 at 4% or $200,669 at 6%; with 50% employer match about $200,669 at 4% or $133,780 at 6%; with 100% employer match about $150,502 at 4% or $100,335 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $443,063 | $145,000 | $36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%. |
| 2018 | 2 | 7 | $1,095,267 | $203,020 | $29,003iApproximate average salary by contribution assumption: employee only about $725,071 at 4% or $483,381 at 6%; with 50% employer match about $483,381 at 4% or $322,254 at 6%; with 100% employer match about $362,536 at 4% or $241,690 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 7 | $834,775 | $68,020 | $9,717iApproximate average salary by contribution assumption: employee only about $242,929 at 4% or $161,952 at 6%; with 50% employer match about $161,952 at 4% or $107,968 at 6%; with 100% employer match about $121,464 at 4% or $80,976 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $260,492 | $135,000 | $33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%. |
| 2017 | 2 | 8 | $1,179,828 | $202,921 | $25,365iApproximate average salary by contribution assumption: employee only about $634,128 at 4% or $422,752 at 6%; with 50% employer match about $422,752 at 4% or $281,835 at 6%; with 100% employer match about $317,064 at 4% or $211,376 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 8 | $1,043,382 | $69,921 | $8,740iApproximate average salary by contribution assumption: employee only about $218,503 at 4% or $145,669 at 6%; with 50% employer match about $145,669 at 4% or $97,113 at 6%; with 100% employer match about $109,252 at 4% or $72,834 at 6%. |
| EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | - | 4 | $136,446 | $133,000 | $33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%. |
| 2016 | 1 | 6 | $928,203 | $114,843 | $19,141iApproximate average salary by contribution assumption: employee only about $478,513 at 4% or $319,008 at 6%; with 50% employer match about $319,008 at 4% or $212,672 at 6%; with 100% employer match about $239,256 at 4% or $159,504 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $928,203 | $114,843 | $19,141iApproximate average salary by contribution assumption: employee only about $478,513 at 4% or $319,008 at 6%; with 50% employer match about $319,008 at 4% or $212,672 at 6%; with 100% employer match about $239,256 at 4% or $159,504 at 6%. |
| 2015 | 1 | 7 | $731,657 | $116,441 | $16,634iApproximate average salary by contribution assumption: employee only about $415,861 at 4% or $277,240 at 6%; with 50% employer match about $277,240 at 4% or $184,827 at 6%; with 100% employer match about $207,930 at 4% or $138,620 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 7 | $731,657 | $116,441 | $16,634iApproximate average salary by contribution assumption: employee only about $415,861 at 4% or $277,240 at 6%; with 50% employer match about $277,240 at 4% or $184,827 at 6%; with 100% employer match about $207,930 at 4% or $138,620 at 6%. |
| 2014 | 1 | 6 | $1,328,903 | $110,652 | $18,442iApproximate average salary by contribution assumption: employee only about $461,050 at 4% or $307,367 at 6%; with 50% employer match about $307,367 at 4% or $204,911 at 6%; with 100% employer match about $230,525 at 4% or $153,683 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,328,903 | $110,652 | $18,442iApproximate average salary by contribution assumption: employee only about $461,050 at 4% or $307,367 at 6%; with 50% employer match about $307,367 at 4% or $204,911 at 6%; with 100% employer match about $230,525 at 4% or $153,683 at 6%. |
| 2013 | 1 | 6 | $1,220,518 | $134,383 | $22,397iApproximate average salary by contribution assumption: employee only about $559,929 at 4% or $373,286 at 6%; with 50% employer match about $373,286 at 4% or $248,857 at 6%; with 100% employer match about $279,965 at 4% or $186,643 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 6 | $1,220,518 | $134,383 | $22,397iApproximate average salary by contribution assumption: employee only about $559,929 at 4% or $373,286 at 6%; with 50% employer match about $373,286 at 4% or $248,857 at 6%; with 100% employer match about $279,965 at 4% or $186,643 at 6%. |
| 2012 | 1 | 7 | $1,078,537 | $101,602 | $14,515iApproximate average salary by contribution assumption: employee only about $362,864 at 4% or $241,910 at 6%; with 50% employer match about $241,910 at 4% or $161,273 at 6%; with 100% employer match about $181,432 at 4% or $120,955 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 7 | $1,078,537 | $101,602 | $14,515iApproximate average salary by contribution assumption: employee only about $362,864 at 4% or $241,910 at 6%; with 50% employer match about $241,910 at 4% or $161,273 at 6%; with 100% employer match about $181,432 at 4% or $120,955 at 6%. |
| 2011 | 1 | 8 | $985,000 | $103,722 | $12,965iApproximate average salary by contribution assumption: employee only about $324,131 at 4% or $216,088 at 6%; with 50% employer match about $216,088 at 4% or $144,058 at 6%; with 100% employer match about $162,066 at 4% or $108,044 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 8 | $985,000 | $103,722 | $12,965iApproximate average salary by contribution assumption: employee only about $324,131 at 4% or $216,088 at 6%; with 50% employer match about $216,088 at 4% or $144,058 at 6%; with 100% employer match about $162,066 at 4% or $108,044 at 6%. |
| 2010 | 1 | 7 | $1,064,660 | $97,788 | $13,970iApproximate average salary by contribution assumption: employee only about $349,243 at 4% or $232,829 at 6%; with 50% employer match about $232,829 at 4% or $155,219 at 6%; with 100% employer match about $174,621 at 4% or $116,414 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 7 | $1,064,660 | $97,788 | $13,970iApproximate average salary by contribution assumption: employee only about $349,243 at 4% or $232,829 at 6%; with 50% employer match about $232,829 at 4% or $155,219 at 6%; with 100% employer match about $174,621 at 4% or $116,414 at 6%. |
| 2009 | 1 | 8 | $928,484 | $256,728 | $32,091iApproximate average salary by contribution assumption: employee only about $802,275 at 4% or $534,850 at 6%; with 50% employer match about $534,850 at 4% or $356,567 at 6%; with 100% employer match about $401,138 at 4% or $267,425 at 6%. |
| Evans Investment Advisors LLC 401K Profit Sharin Plan and Trust | - | 8 | $928,484 | $256,728 | $32,091iApproximate average salary by contribution assumption: employee only about $802,275 at 4% or $534,850 at 6%; with 50% employer match about $534,850 at 4% or $356,567 at 6%; with 100% employer match about $401,138 at 4% or $267,425 at 6%. |