Plan Snapshot
- Plan Sponsor: Evans Petree PC
- Sponsor EIN: 620998330
- Sponsor Address: 1715 AARON BRENNER DRIVE, SUITE 800, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $77.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 88 | $77.7M | $70,823 | $955,390 |
| 2023 | 82 | $68.0M | $85,445 | $1.1M |
| 2022 | 85 | $53.8M | $73,956 | $617,964 |
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