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EVANS FINANCIAL SERVICES, LTD.

Company Details

Entity Name: EVANS FINANCIAL SERVICES, LTD.
Jurisdiction: FLORIDA
Filing Type: Domestic Limited Partnership
Status: Active
Date Filed: 08 Dec 1998 (26 years ago)
Last Event: CONTRIBUTION CHANGE
Event Date Filed: 24 Aug 2000 (24 years ago)
Document Number: A98000002698
FEI/EIN Number 650888895
Address: 3195 SE GRAN PARK WAY, STUART, FL, 34997, US
Mail Address: 3195 SE GRAN PARK WAY, STUART, FL, 34997, US
ZIP code: 34997
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2023 650888895 2024-03-27 EVANS FINANCIAL SERVICES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2022 650888895 2023-07-06 EVANS FINANCIAL SERVICES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2021 650888895 2022-06-07 EVANS FINANCIAL SERVICES, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2020 650888895 2021-02-04 EVANS FINANCIAL SERVICES, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2019 650888895 2020-01-23 EVANS FINANCIAL SERVICES, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2018 650888895 2019-05-31 EVANS FINANCIAL SERVICES, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2017 650888895 2018-09-12 EVANS FINANCIAL SERVICES, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 3195 SE GRAN PARK WAY, STUART, FL, 34997
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2016 650888895 2017-03-13 EVANS FINANCIAL SERVICES, LTD. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458

Plan administrator’s name and address

Administrator’s EIN 650888895
Plan administrator’s name EVANS FINANCIAL SERVICES, LTD.
Plan administrator’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458
Administrator’s telephone number 5617430022

Signature of

Role Plan administrator
Date 2017-03-13
Name of individual signing NICHOLAS AMARO
Valid signature Filed with authorized/valid electronic signature
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2015 650888895 2016-03-10 EVANS FINANCIAL SERVICES, LTD. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458

Plan administrator’s name and address

Administrator’s EIN 650888895
Plan administrator’s name EVANS FINANCIAL SERVICES, LTD.
Plan administrator’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458
Administrator’s telephone number 5617430022

Signature of

Role Plan administrator
Date 2016-03-10
Name of individual signing NICHOLAS AMARO
Valid signature Filed with authorized/valid electronic signature
EVANS FINANCIAL SERVICES, LTD. 401(K) RETIREMENT SAVINGS PLAN 2014 650888895 2015-09-09 EVANS FINANCIAL SERVICES, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 522300
Sponsor’s telephone number 5617430022
Plan sponsor’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458

Plan administrator’s name and address

Administrator’s EIN 650888895
Plan administrator’s name EVANS FINANCIAL SERVICES, LTD.
Plan administrator’s address 1700 PARK LANE SOUTH, SUITE 3, JUPITER, FL, 33458
Administrator’s telephone number 5617430022

Signature of

Role Plan administrator
Date 2015-09-09
Name of individual signing NICHOLAS AMARO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
EFS INVESTMENTS, INC. Agent

GP

Name Role
EFS INVESTMENTS, INC. GP

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-01-22 3195 SE GRAN PARK WAY, STUART, FL 34997 No data
CHANGE OF PRINCIPAL ADDRESS 2018-06-14 3195 SE GRAN PARK WAY, STUART, FL 34997 No data
CHANGE OF MAILING ADDRESS 2018-06-14 3195 SE GRAN PARK WAY, STUART, FL 34997 No data
REGISTERED AGENT NAME CHANGED 2012-01-25 EFS INVESTMENTS, INC No data
CONTRIBUTION CHANGE 2000-08-24 No data No data

Documents

Name Date
ANNUAL REPORT 2025-01-10
ANNUAL REPORT 2024-01-10
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-17
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-01-22
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-04-18

Date of last update: 02 Feb 2025

Sources: Florida Department of State