Plan5500

Lula-Westfield, L.L.C. — 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, Lula-Westfield, L.L.C. (EIN 72-1353056) is a plan sponsor located in Paincourtville, LA with 5 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
72-1353056
Location
Paincourtville, LA
Loaded plans
5
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 Lula-Westfield, L.L.C.

  • 5 loaded plans hold $15.5M in reported assets.
  • The largest, Lula-Westfield, L.L.C. Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 717 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.5MSummed across loaded plans$15,496,901
Total reported assets$15.5M$15,496,901
Total reported participants717
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.5M total assets
Net assets$15.5MLiabilities$0
Contributions & income
Employer contributions$310.5K
Participant contributions$628.3K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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%Lula-Westfield, L.L.C. Savings Plan
Participants per plan143Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Lula-Westfield, L.L.C. Savings Plan$15.5M
    Plan #001 · 182 participants · 2023
  2. 2
    Lula Westfield, L.L.C., Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 186 participants · 2023
  3. 3
    Group Lifenot reported in the loaded dataset
    Plan #506 · 143 participants · 2023
  4. 4
    Short Term Disabilitynot reported in the loaded dataset
    Plan #502 · 130 participants · 2023
  5. 5
    Volunteer Life Plannot reported in the loaded dataset
    Plan #503 · 76 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 Lula-Westfield, L.L.C.. Open one for its full reported snapshot.

  1. 2023
    Lula-Westfield, L.L.C. Savings Plan182 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lula Westfield, L.L.C., Employee Benefit Plan186 participants · 2No schedules
    View filing →
  3. 2023
    Long Term Disability91 participants · 2No schedules
    View filing →
  4. 2023
    Short Term Disability130 participants · 2No schedules
    View filing →
  5. 2023
    Volunteer Life Plan76 participants · 2No schedules
    View filing →
  6. 2023
    Group Life143 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lula-Westfield, L.L.C. report on Form 5500?
Lula-Westfield, L.L.C. (EIN 72-1353056) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lula-Westfield, L.L.C.?
The Employer Identification Number (EIN) reported for Lula-Westfield, L.L.C. is 72-1353056.
What is the latest Form 5500 filing year for Lula-Westfield, L.L.C.?
The latest loaded Form 5500 filing year for Lula-Westfield, L.L.C. is 2023.

Related Form 5500 pages