SUSAN EVANS & ASSOCIATES, INC.
Plan context: Susan Evans & Associates Inc. 401K Plan
EIN 54-1698056 • Falls Church, VA • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
99
2024 Assets
$16,963,244
2024 Contributions
$1,567,106
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 | 99 | $16,963,244 | $1,567,106 | $15,829iApproximate average salary by contribution assumption: employee only about $395,734 at 4% or $263,823 at 6%; with 50% employer match about $263,823 at 4% or $175,882 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 99 | $16,963,244 | $1,567,106 | $15,829iApproximate average salary by contribution assumption: employee only about $395,734 at 4% or $263,823 at 6%; with 50% employer match about $263,823 at 4% or $175,882 at 6%; with 100% employer match about $197,867 at 4% or $131,911 at 6%. |
| Evans Incorporated Welfare Benefit Plan | - | 99 | - | - | - |
| 2023 | 2 | 126 | $14,728,140 | $2,139,163 | $16,977iApproximate average salary by contribution assumption: employee only about $424,437 at 4% or $282,958 at 6%; with 50% employer match about $282,958 at 4% or $188,639 at 6%; with 100% employer match about $212,219 at 4% or $141,479 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 126 | $14,728,140 | $2,139,163 | $16,977iApproximate average salary by contribution assumption: employee only about $424,437 at 4% or $282,958 at 6%; with 50% employer match about $282,958 at 4% or $188,639 at 6%; with 100% employer match about $212,219 at 4% or $141,479 at 6%. |
| Evans Incorporated Welfare Benefit Plan | - | 104 | - | - | - |
| 2022 | 2 | 117 | $11,523,896 | $1,567,880 | $13,401iApproximate average salary by contribution assumption: employee only about $335,017 at 4% or $223,345 at 6%; with 50% employer match about $223,345 at 4% or $148,896 at 6%; with 100% employer match about $167,509 at 4% or $111,672 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 114 | $11,523,896 | $1,567,880 | $13,753iApproximate average salary by contribution assumption: employee only about $343,833 at 4% or $229,222 at 6%; with 50% employer match about $229,222 at 4% or $152,815 at 6%; with 100% employer match about $171,917 at 4% or $114,611 at 6%. |
| Evans Incorporated Welfare Benefit Plan | - | 117 | - | - | - |
| 2021 | 1 | 136 | $12,023,830 | $1,958,782 | $14,403iApproximate average salary by contribution assumption: employee only about $360,070 at 4% or $240,047 at 6%; with 50% employer match about $240,047 at 4% or $160,031 at 6%; with 100% employer match about $180,035 at 4% or $120,023 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 136 | $12,023,830 | $1,958,782 | $14,403iApproximate average salary by contribution assumption: employee only about $360,070 at 4% or $240,047 at 6%; with 50% employer match about $240,047 at 4% or $160,031 at 6%; with 100% employer match about $180,035 at 4% or $120,023 at 6%. |
| 2020 | 1 | 108 | $8,850,067 | $1,219,721 | $11,294iApproximate average salary by contribution assumption: employee only about $282,343 at 4% or $188,229 at 6%; with 50% employer match about $188,229 at 4% or $125,486 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 108 | $8,850,067 | $1,219,721 | $11,294iApproximate average salary by contribution assumption: employee only about $282,343 at 4% or $188,229 at 6%; with 50% employer match about $188,229 at 4% or $125,486 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%. |
| 2019 | 1 | 94 | $6,892,945 | $1,366,708 | $14,539iApproximate average salary by contribution assumption: employee only about $363,486 at 4% or $242,324 at 6%; with 50% employer match about $242,324 at 4% or $161,549 at 6%; with 100% employer match about $181,743 at 4% or $121,162 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 94 | $6,892,945 | $1,366,708 | $14,539iApproximate average salary by contribution assumption: employee only about $363,486 at 4% or $242,324 at 6%; with 50% employer match about $242,324 at 4% or $161,549 at 6%; with 100% employer match about $181,743 at 4% or $121,162 at 6%. |
| 2018 | 1 | 74 | $4,632,479 | $899,419 | $12,154iApproximate average salary by contribution assumption: employee only about $303,858 at 4% or $202,572 at 6%; with 50% employer match about $202,572 at 4% or $135,048 at 6%; with 100% employer match about $151,929 at 4% or $101,286 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 74 | $4,632,479 | $899,419 | $12,154iApproximate average salary by contribution assumption: employee only about $303,858 at 4% or $202,572 at 6%; with 50% employer match about $202,572 at 4% or $135,048 at 6%; with 100% employer match about $151,929 at 4% or $101,286 at 6%. |
| 2017 | 1 | 63 | $4,457,201 | $944,794 | $14,997iApproximate average salary by contribution assumption: employee only about $374,918 at 4% or $249,946 at 6%; with 50% employer match about $249,946 at 4% or $166,630 at 6%; with 100% employer match about $187,459 at 4% or $124,973 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 63 | $4,457,201 | $944,794 | $14,997iApproximate average salary by contribution assumption: employee only about $374,918 at 4% or $249,946 at 6%; with 50% employer match about $249,946 at 4% or $166,630 at 6%; with 100% employer match about $187,459 at 4% or $124,973 at 6%. |
| 2016 | 1 | 54 | $3,403,763 | $547,726 | $10,143iApproximate average salary by contribution assumption: employee only about $253,577 at 4% or $169,051 at 6%; with 50% employer match about $169,051 at 4% or $112,701 at 6%; with 100% employer match about $126,788 at 4% or $84,526 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 54 | $3,403,763 | $547,726 | $10,143iApproximate average salary by contribution assumption: employee only about $253,577 at 4% or $169,051 at 6%; with 50% employer match about $169,051 at 4% or $112,701 at 6%; with 100% employer match about $126,788 at 4% or $84,526 at 6%. |
| 2015 | 1 | 37 | $2,585,822 | $385,854 | $10,428iApproximate average salary by contribution assumption: employee only about $260,712 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 37 | $2,585,822 | $385,854 | $10,428iApproximate average salary by contribution assumption: employee only about $260,712 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%. |
| 2014 | 1 | 27 | $2,386,341 | $339,437 | $12,572iApproximate average salary by contribution assumption: employee only about $314,294 at 4% or $209,529 at 6%; with 50% employer match about $209,529 at 4% or $139,686 at 6%; with 100% employer match about $157,147 at 4% or $104,765 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 27 | $2,386,341 | $339,437 | $12,572iApproximate average salary by contribution assumption: employee only about $314,294 at 4% or $209,529 at 6%; with 50% employer match about $209,529 at 4% or $139,686 at 6%; with 100% employer match about $157,147 at 4% or $104,765 at 6%. |
| 2013 | 1 | 18 | $1,916,361 | $318,107 | $17,673iApproximate average salary by contribution assumption: employee only about $441,815 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,362 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 18 | $1,916,361 | $318,107 | $17,673iApproximate average salary by contribution assumption: employee only about $441,815 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,362 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%. |
| 2012 | 1 | 22 | $1,396,165 | $218,191 | $9,918iApproximate average salary by contribution assumption: employee only about $247,944 at 4% or $165,296 at 6%; with 50% employer match about $165,296 at 4% or $110,197 at 6%; with 100% employer match about $123,972 at 4% or $82,648 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 22 | $1,396,165 | $218,191 | $9,918iApproximate average salary by contribution assumption: employee only about $247,944 at 4% or $165,296 at 6%; with 50% employer match about $165,296 at 4% or $110,197 at 6%; with 100% employer match about $123,972 at 4% or $82,648 at 6%. |
| 2011 | 1 | 17 | $1,050,014 | $207,997 | $12,235iApproximate average salary by contribution assumption: employee only about $305,878 at 4% or $203,919 at 6%; with 50% employer match about $203,919 at 4% or $135,946 at 6%; with 100% employer match about $152,939 at 4% or $101,959 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 17 | $1,050,014 | $207,997 | $12,235iApproximate average salary by contribution assumption: employee only about $305,878 at 4% or $203,919 at 6%; with 50% employer match about $203,919 at 4% or $135,946 at 6%; with 100% employer match about $152,939 at 4% or $101,959 at 6%. |
| 2010 | 1 | 13 | $972,230 | $158,064 | $12,159iApproximate average salary by contribution assumption: employee only about $303,969 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,097 at 6%; with 100% employer match about $151,985 at 4% or $101,323 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 13 | $972,230 | $158,064 | $12,159iApproximate average salary by contribution assumption: employee only about $303,969 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,097 at 6%; with 100% employer match about $151,985 at 4% or $101,323 at 6%. |
| 2009 | 1 | 9 | $716,676 | $128,455 | $14,273iApproximate average salary by contribution assumption: employee only about $356,819 at 4% or $237,880 at 6%; with 50% employer match about $237,880 at 4% or $158,586 at 6%; with 100% employer match about $178,410 at 4% or $118,940 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 9 | $716,676 | $128,455 | $14,273iApproximate average salary by contribution assumption: employee only about $356,819 at 4% or $237,880 at 6%; with 50% employer match about $237,880 at 4% or $158,586 at 6%; with 100% employer match about $178,410 at 4% or $118,940 at 6%. |
| 2008 | 1 | 7 | $477,300 | $88,166 | $12,595iApproximate average salary by contribution assumption: employee only about $314,879 at 4% or $209,919 at 6%; with 50% employer match about $209,919 at 4% or $139,946 at 6%; with 100% employer match about $157,439 at 4% or $104,960 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 7 | $477,300 | $88,166 | $12,595iApproximate average salary by contribution assumption: employee only about $314,879 at 4% or $209,919 at 6%; with 50% employer match about $209,919 at 4% or $139,946 at 6%; with 100% employer match about $157,439 at 4% or $104,960 at 6%. |
| 2007 | 1 | 7 | $556,410 | $86,154 | $12,308iApproximate average salary by contribution assumption: employee only about $307,693 at 4% or $205,129 at 6%; with 50% employer match about $205,129 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 7 | $556,410 | $86,154 | $12,308iApproximate average salary by contribution assumption: employee only about $307,693 at 4% or $205,129 at 6%; with 50% employer match about $205,129 at 4% or $136,752 at 6%; with 100% employer match about $153,846 at 4% or $102,564 at 6%. |
| 2006 | 1 | 9 | $586,048 | $91,136 | $10,126iApproximate average salary by contribution assumption: employee only about $253,156 at 4% or $168,770 at 6%; with 50% employer match about $168,770 at 4% or $112,514 at 6%; with 100% employer match about $126,578 at 4% or $84,385 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 9 | $586,048 | $91,136 | $10,126iApproximate average salary by contribution assumption: employee only about $253,156 at 4% or $168,770 at 6%; with 50% employer match about $168,770 at 4% or $112,514 at 6%; with 100% employer match about $126,578 at 4% or $84,385 at 6%. |
| 2005 | 1 | 9 | $685,402 | $116,738 | $12,971iApproximate average salary by contribution assumption: employee only about $324,272 at 4% or $216,181 at 6%; with 50% employer match about $216,181 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,091 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 9 | $685,402 | $116,738 | $12,971iApproximate average salary by contribution assumption: employee only about $324,272 at 4% or $216,181 at 6%; with 50% employer match about $216,181 at 4% or $144,121 at 6%; with 100% employer match about $162,136 at 4% or $108,091 at 6%. |
| 2004 | 1 | 9 | $572,058 | $133,821 | $14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 9 | $572,058 | $133,821 | $14,869iApproximate average salary by contribution assumption: employee only about $371,725 at 4% or $247,817 at 6%; with 50% employer match about $247,817 at 4% or $165,211 at 6%; with 100% employer match about $185,863 at 4% or $123,908 at 6%. |
| 2003 | 1 | 8 | $435,968 | $104,534 | $13,067iApproximate average salary by contribution assumption: employee only about $326,669 at 4% or $217,779 at 6%; with 50% employer match about $217,779 at 4% or $145,186 at 6%; with 100% employer match about $163,334 at 4% or $108,890 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 8 | $435,968 | $104,534 | $13,067iApproximate average salary by contribution assumption: employee only about $326,669 at 4% or $217,779 at 6%; with 50% employer match about $217,779 at 4% or $145,186 at 6%; with 100% employer match about $163,334 at 4% or $108,890 at 6%. |
| 2002 | 1 | 8 | $274,915 | $83,088 | $10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 8 | $274,915 | $83,088 | $10,386iApproximate average salary by contribution assumption: employee only about $259,650 at 4% or $173,100 at 6%; with 50% employer match about $173,100 at 4% or $115,400 at 6%; with 100% employer match about $129,825 at 4% or $86,550 at 6%. |
| 2001 | 1 | 10 | $256,226 | $76,335 | $7,634iApproximate average salary by contribution assumption: employee only about $190,838 at 4% or $127,225 at 6%; with 50% employer match about $127,225 at 4% or $84,817 at 6%; with 100% employer match about $95,419 at 4% or $63,613 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 10 | $256,226 | $76,335 | $7,634iApproximate average salary by contribution assumption: employee only about $190,838 at 4% or $127,225 at 6%; with 50% employer match about $127,225 at 4% or $84,817 at 6%; with 100% employer match about $95,419 at 4% or $63,613 at 6%. |
| 2000 | 1 | 8 | $219,484 | $47,784 | $5,973iApproximate average salary by contribution assumption: employee only about $149,325 at 4% or $99,550 at 6%; with 50% employer match about $99,550 at 4% or $66,367 at 6%; with 100% employer match about $74,663 at 4% or $49,775 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 8 | $219,484 | $47,784 | $5,973iApproximate average salary by contribution assumption: employee only about $149,325 at 4% or $99,550 at 6%; with 50% employer match about $99,550 at 4% or $66,367 at 6%; with 100% employer match about $74,663 at 4% or $49,775 at 6%. |
| 1999 | 1 | 4 | $204,142 | $41,299 | $10,325iApproximate average salary by contribution assumption: employee only about $258,119 at 4% or $172,079 at 6%; with 50% employer match about $172,079 at 4% or $114,719 at 6%; with 100% employer match about $129,059 at 4% or $86,040 at 6%. |
| Susan Evans & Associates Inc. 401K Plan | - | 4 | $204,142 | $41,299 | $10,325iApproximate average salary by contribution assumption: employee only about $258,119 at 4% or $172,079 at 6%; with 50% employer match about $172,079 at 4% or $114,719 at 6%; with 100% employer match about $129,059 at 4% or $86,040 at 6%. |