Plan5500

Breaux Bridge, 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, Breaux Bridge, LA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,228,198 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Breaux Bridge

  • 2 loaded plans hold $12.2M in reported assets across 2 sponsors.
  • The largest, Farmers-Merchants Bank & Trust Company Profit Sharing Plan, holds 81% of reported Breaux Bridge plan assets.
  • Plans cover 115 participants — about 58 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2MSummed across loaded plans$12,228,198
Total reported assets$12.2M$12,228,198
Total reported participants115
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$12.2MLiabilities$0
Contributions & income
Employer contributions$272.3K
Participant contributions$343.3K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Breaux Bridge, 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

Breaux Bridge market comparison

Largest plan share of assets81%Farmers-Merchants Bank & Trust Company Profit Sharing Plan
Participants per plan58Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Breaux Bridge

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

  1. 1
    Farmers-Merchants Bank & Trust Company Profit Sharing Plan$9.9M
    Farmers-Merchants Bank & Trust Company · 2023
  2. 2
    Saxon Energy, Inc. Pension Plan$2.3M
    Saxon Energy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Breaux Bridge, LA?
2 plan(s) reported by 2 sponsor(s) are loaded for Breaux Bridge, LA.

Related Form 5500 pages