Plan5500

Lee, Dougherty, & Ferrara Investment Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lee, Dougherty, & Ferrara Investment Management (EIN 20-0223516) is a plan sponsor located in Baton Rouge, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0223516
Location
Baton Rouge, LA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lee, Dougherty, & Ferrara Investment Management

  • 1 loaded plans hold $952K in reported assets.
  • The largest, Ldf 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$952KSummed across loaded plans$952,034
Total reported assets$952K$952,034
Total reported participants6
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$952K total assets
Net assets$952KLiabilities—
Contributions & income
Employer contributions$6.7K
Participant contributions$42.8K
Total income / additions$175.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$650
Net increase / (decrease)$174.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Ldf 401k Plan
Participants per plan6Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ldf 401k Plan$952K
    Plan #001 · 6 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lee, Dougherty, & Ferrara Investment Management. Open one for its full reported snapshot.

  1. 2023
    Ldf 401k Plan6 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lee, Dougherty, & Ferrara Investment Management report on Form 5500?
Lee, Dougherty, & Ferrara Investment Management (EIN 20-0223516) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lee, Dougherty, & Ferrara Investment Management?
The Employer Identification Number (EIN) reported for Lee, Dougherty, & Ferrara Investment Management is 20-0223516.
What is the latest Form 5500 filing year for Lee, Dougherty, & Ferrara Investment Management?
The latest loaded Form 5500 filing year for Lee, Dougherty, & Ferrara Investment Management is 2023.

Related Form 5500 pages