Plan5500

Ponchatoula, 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, Ponchatoula, LA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,796,740 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Ponchatoula

  • 6 loaded plans hold $3.8M in reported assets across 5 sponsors.
  • The largest, J & M Industries, Inc. 401(K) Profit Sharing Plan, holds 98% of reported Ponchatoula plan assets.
  • Plans cover 462 participants — about 77 per plan.
  • 50% 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$3.8MSummed across loaded plans$3,796,740
Total reported assets$3.8M$3,796,740
Total reported participants462
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$97.3K
Participant contributions$201.4K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$440.1K
Total expenses$442.7K
Net increase / (decrease)$566.4K

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation0 / 6 ()

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

Ponchatoula market comparison

Largest plan share of assets98%J & M Industries, Inc. 401(K) Profit Sharing Plan
Participants per plan77Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ponchatoula

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

  1. 1
    J & M Industries, Inc. 401(K) Profit Sharing Plan$3.7M
    J & M Industries, Inc. · 2023
  2. 2
    Solshade Inc. 401(K) Plan$80K
    Solshade Inc. · 2023
  3. 3
    Oliver Restoration Inc. Retirement Plan$11.9K
    Oliver Restoration Inc. · 2023
  4. 4
    Elmer Candy Cafeteria Plan Elmer Candy Corporationnot reported in the loaded dataset
    Elmer Candy Corporation · 2023
  5. 5
    Berryland Motors LLC Ancillary Plannot reported in the loaded dataset
    Berryland Motors LLC · 2023
  6. 6
    Berryland Motors LLC Dental Plannot reported in the loaded dataset
    Berryland Motors LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ponchatoula, LA?
6 plan(s) reported by 5 sponsor(s) are loaded for Ponchatoula, LA.

Related Form 5500 pages