Zachary, 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, Zachary, LA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,412,389 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,412,389
- Total reported liabilities (EOY)
- $26,348
- Total reported net assets (EOY)
- $11,386,041
Contributions & income
- Employer contributions
- $347,723
- Participant contributions
- $747,447
- Total income / additions
- $2,866,839
Expenses & distributions
- Benefits paid / distributions
- $878,725
- Total expenses
- $900,427
- Net increase / (decrease)
- $1,966,412
Coverage
- Total reported participants
- 915
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Zachary, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Trade Construction Company, LLC 401(K) Profit Sharing Plan And Trust | Trade Construction Company, LLC | $9,004,909 | 2023 |
| Champion Management 401(K) Plan | Champion Management | $2,177,498 | 2023 |
| Br & Bc Duncan, Inc. 401k Profit Sharing Plan | Br & Bc Duncan, Inc. | $229,982 | 2023 |
| Trade Construction Company, LLC Welfare Benefit Plan | Trade Construction Company, LLC Welfare Benefit Plan | not reported in the loaded dataset | 2023 |
| Southeast Community Health System Group Insurance Plan | Southeast Community Health System | not reported in the loaded dataset | 2023 |
Largest plans in Zachary → · Zachary plans by participants → · Zachary plans with financial data → · Zachary plans with provider compensation → · $1B+ plans in Zachary →
Related Form 5500 pages
- All LA Form 5500 filings
- Trade Construction Company, LLC 401(K) Profit Sharing Plan And Trust (plan 002)
- Trade Construction Company, LLC — all reported plans
- Champion Management 401(K) Plan (plan 001)
- Champion Management — all reported plans
- Br & Bc Duncan, Inc. 401k Profit Sharing Plan (plan 001)
- Br & Bc Duncan, Inc. — all reported plans
- Trade Construction Company, LLC Welfare Benefit Plan (plan 501)
- Southeast Community Health System Group Insurance Plan (plan 501)
- Southeast Community Health System — all reported plans
- Methodology
- Data sources