How many benefit plans does Breazeale, Sachse & Wilson report on Form 5500?

Breazeale, Sachse & Wilson (EIN 72-0442889) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Breazeale, Sachse & Wilson?

The Employer Identification Number (EIN) reported for Breazeale, Sachse & Wilson is 72-0442889.

What is the latest Form 5500 filing year for Breazeale, Sachse & Wilson?

The latest loaded Form 5500 filing year for Breazeale, Sachse & Wilson is 2023.

Breazeale, Sachse & Wilson — 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, Breazeale, Sachse & Wilson (EIN 72-0442889) 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: 72-0442889
Location: Baton Rouge, LA
Loaded plans: 3
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 Breazeale, Sachse & Wilson

3 loaded plans hold $80.7M in reported assets.
The largest, Breazeale, Sachse & Wilson, L.L.P. 401(K) Retirement Plan And Trust Plan, holds 100% of this company's reported plan assets.
Plans cover 389 reported participants.
2 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$80.6MSummed across loaded plans$80,569,034

Total reported assets$80.7M$80,688,510

Total reported participants389

Total reported liabilities$119.5K$119,476

Reported net position

Reported assets = net assets + liabilities (summed)$80.7M total assets

Net assets$80.6MLiabilities$119.5K

Contributions & income

Employer contributions$2.9M

Participant contributions$1.7M

Total income / additions$21.1M

Expenses & distributions

Benefits paid / distributions$8.9M

Total expenses$8.9M

Net increase / (decrease)$12.2M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation1 / 3 (33%)

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%Breazeale, Sachse & Wilson, L.L.P. 401(K) Retirement Plan And Trust Plan

Participants per plan130Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Breazeale, Sachse & Wilson, L.L.P. 401(K) Retirement Plan And Trust Plan$80.5M
Plan #002 · 149 participants · 2023
2
Breazeale, Sachse & Wilson, L.L.P. Group Health Plan And Trust$147.6K
Plan #501 · 115 participants · 2023
3
Breazeale, Sachse & Wilson, Llp Disability & Life Insurance Plannot reported in the loaded dataset
Plan #503 · 125 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 Breazeale, Sachse & Wilson. Open one for its full reported snapshot.

2023
Breazeale, Sachse & Wilson, L.L.P. 401(K) Retirement Plan And Trust Plan149 participants · 2Sch HSch C
View filing →
2023
Breazeale, Sachse & Wilson, L.L.P. Group Health Plan And Trust115 participants · 2Sch H
View filing →
2023
Breazeale, Sachse & Wilson, Llp Disability & Life Insurance Plan125 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Breazeale, Sachse & Wilson report on Form 5500?: Breazeale, Sachse & Wilson (EIN 72-0442889) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Breazeale, Sachse & Wilson?: The Employer Identification Number (EIN) reported for Breazeale, Sachse & Wilson is 72-0442889.
What is the latest Form 5500 filing year for Breazeale, Sachse & Wilson?: The latest loaded Form 5500 filing year for Breazeale, Sachse & Wilson is 2023.