Plan5500

Baton Rogue, LA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baton Rogue, LA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $300,012 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Baton Rogue

  • 1 loaded plans hold $300K in reported assets across 1 sponsors.
  • The largest, Purpose Driven Concepts, Inc. Profit Sharing Plan, holds 100% of reported Baton Rogue plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$300KSummed across loaded plans$300,012
Total reported assets$300K$300,012
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$300K total assets
Net assets$300KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$300K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)$300K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Baton Rogue, LA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Baton Rogue market comparison

Largest plan share of assets100%Purpose Driven Concepts, Inc. Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Baton Rogue

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Purpose Driven Concepts, Inc. Profit Sharing Plan$300K
    Purpose Driven Concepts, Inc. · 2023

Largest plans in Baton Rogue → · Baton Rogue plans by participants → · Baton Rogue plans with financial data → · Baton Rogue plans with provider compensation → · $1B+ plans in Baton Rogue →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Baton Rogue, LA?
1 plan(s) reported by 1 sponsor(s) are loaded for Baton Rogue, LA.

Related Form 5500 pages