How many benefit plans does Hannis T. Bourgeois, Llp report on Form 5500?

Hannis T. Bourgeois, Llp (EIN 72-0636725) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hannis T. Bourgeois, Llp?

The Employer Identification Number (EIN) reported for Hannis T. Bourgeois, Llp is 72-0636725.

What is the latest Form 5500 filing year for Hannis T. Bourgeois, Llp?

The latest loaded Form 5500 filing year for Hannis T. Bourgeois, Llp is 2023.

Hannis T. Bourgeois, Llp — 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, Hannis T. Bourgeois, Llp (EIN 72-0636725) is a plan sponsor located in Baton Rouge, LA with 2 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: 72-0636725
Location: Baton Rouge, LA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $33,888,949
Total reported liabilities (EOY): $14,548
Total reported net assets (EOY): $33,874,401

Contributions & income

Employer contributions: $369,628
Participant contributions: $986,063
Total income / additions: $6,710,337

Expenses & distributions

Benefits paid / distributions: $332,244
Total expenses: $410,327
Net increase / (decrease): $6,300,010

Coverage

Total reported participants: 290
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Hannis T. Bourgeois, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust	001	178	$33,888,949	2023
Hannis T. Bourgeois, Llp Welfare Benefit Plan	501	112	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hannis T. Bourgeois, Llp
Year	Plan	Participants	Schedules	Filing
2023	Hannis T. Bourgeois, Llp Welfare Benefit Plan	112	—	20240723190800NAL0011950545003
2023	Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust	178	H, C	20241009105710NAL0010542691001