# James R Evans 401(k) Plan
Source: https://planprovider.pro/companies/gulf-south-wealth-advisors-l-l-c-401k-plan

> James R Evans's 401(k) plan: 24 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** James R Evans

- **Sponsor EIN:** 261973465

- **Sponsor Address:** 4610 BLUEBONNET SUITE A, BATON ROUGE, LA, 70809

- **Plan Type:** 401(k)

- **Total Participants:** 24

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|24|$1.5M|$86,884|$202,031|

| 2024|19|$1.1M|$82,876|$193,331|

| 2023|18|$920,305|$56,069|$156,821|

| 2022|16|$660,626|$56,500|$153,407|

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