West Monroe, 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, West Monroe, LA has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $179,997,722 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$179,997,722
Total reported liabilities (EOY)
$3,991,834
Total reported net assets (EOY)
$176,005,888

Contributions & income

Employer contributions
$2,099,209
Participant contributions
$2,068,611
Total income / additions
$81,696,951

Expenses & distributions

Benefits paid / distributions
$7,691,597
Total expenses
$8,038,796
Net increase / (decrease)
$73,658,155

Coverage

Total reported participants
2,302
Plans with financial statements
10
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Monroe, 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.

Largest loaded plans by reported assets

Largest loaded plans in West Monroe, LA
PlanSponsorReported assets (EOY)Year
Rogers Manufacturing Corporation Employee Stock Ownership PlanRogers Manufacturing Corporation$132,262,7742023
Retirement Plan For Hourly Employees Of Bancroft Bag, Inc.Bancroft Bag, Inc.$16,068,9942023
Goldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman Equipment L.L.C.$15,840,8852023
Coast Professional Inc. Profit Sharing PlanCoast Professional Inc.$7,572,7642023
Centric Federal Credit Union 401(K) Plan And TrustCentric Federal Credit Union$6,823,5632023
J. Russell Kitchen & Restaurant Supply Company 401(K) PlanJ. Russell Kitchen & Restaurant Supply Company$664,7382023
Chandler Land And Site Services, Inc. 401(K) PlanChandler Land And Site Services, Inc.$464,7212023
Finley 401kFinley & Finley Corp.$258,4682023
Hit And Run, Inc. 401(K) PlanHit And Run, Inc.$40,8152023
Glg Management West, LLC Accident Protection PlanGlg Management West, LLCnot reported in the loaded dataset2023
Arco Builders, Inc. Secondary Employee Benefit Plan & TrustArco Builders, Inc.not reported in the loaded dataset2023
Goldman Equipment LLC Group Life PlanGoldman Equipment LLCnot reported in the loaded dataset2023

Related Form 5500 pages