Plan5500

Vidalia, 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, Vidalia, LA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,902,978 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Vidalia

  • 4 loaded plans hold $17.9M in reported assets across 4 sponsors.
  • The largest, Central Louisiana Capital Corporation Employee Stock Ownership Plan, holds 45% of reported Vidalia plan assets.
  • Plans cover 425 participants — about 106 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$16.3MSummed across loaded plans$16,326,746
Total reported assets$17.9M$17,902,978
Total reported participants425
Total reported liabilities$1.6M$1,576,232

Reported net position

Reported assets = net assets + liabilities (summed)$17.9M total assets
Net assets$16.3MLiabilities$1.6M
Contributions & income
Employer contributions$570.2K
Participant contributions$814.3K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.3M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation2 / 4 (50%)

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

Vidalia market comparison

Largest plan share of assets45%Central Louisiana Capital Corporation Employee Stock Ownership Plan
Participants per plan106Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Vidalia

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

  1. 1
    Central Louisiana Capital Corporation Employee Stock Ownership Plan$8.1M
    Central Louisiana Capital Corporation · 2023
  2. 2
    Concordia Bank & Trust Company 401(K) Plan$7.9M
    Concordia Bank & Trust · 2023
  3. 3
    Professional Rehabilitation Hospital LLC 401(K) Plan$1.8M
    Professional Rehabilitation Hosp · 2023
  4. 4
    Xpress Recycling, Inc. Employee Benefit Plan$41.1K
    Xpress Recycling, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vidalia, LA?
4 plan(s) reported by 4 sponsor(s) are loaded for Vidalia, LA.

Related Form 5500 pages