Evans & Shelley, Pa
Plan context: Evans & Shelley 401(K) Plan
EIN 56-1089456 • Marion, NC • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$389,630
2025 Contributions
$69,980
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $389,630 | $69,980 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| Evans & Shelley 401(K) Plan | - | 4 | $389,630 | $69,980 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| 2024 | 1 | 4 | $288,707 | $80,222 | $20,056iApproximate average salary by contribution assumption: employee only about $501,388 at 4% or $334,258 at 6%; with 50% employer match about $334,258 at 4% or $222,839 at 6%; with 100% employer match about $250,694 at 4% or $167,129 at 6%. |
| Evans & Shelley 401(K) Plan | - | 4 | $288,707 | $80,222 | $20,056iApproximate average salary by contribution assumption: employee only about $501,388 at 4% or $334,258 at 6%; with 50% employer match about $334,258 at 4% or $222,839 at 6%; with 100% employer match about $250,694 at 4% or $167,129 at 6%. |
| 2023 | 1 | 4 | $188,580 | $176,850 | $44,213iApproximate average salary by contribution assumption: employee only about $1,105,313 at 4% or $736,875 at 6%; with 50% employer match about $736,875 at 4% or $491,250 at 6%; with 100% employer match about $552,656 at 4% or $368,438 at 6%. |
| Evans & Shelley 401(K) Plan | - | 4 | $188,580 | $176,850 | $44,213iApproximate average salary by contribution assumption: employee only about $1,105,313 at 4% or $736,875 at 6%; with 50% employer match about $736,875 at 4% or $491,250 at 6%; with 100% employer match about $552,656 at 4% or $368,438 at 6%. |