2023 Form 5500 filing — Riess Lemieux, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530121840NAL0006924947001) for Riess Lemieux, LLC 401(K) Plan, reported by Riess Lemieux, LLC under EIN 82-4190939 and plan number 002. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,313,678
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240530121840NAL0006924947001
Plan sponsor
Riess Lemieux, LLC
EIN
82-4190939
Plan number
002
Location
New Orleans, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$67.1K
Benefits paid / distributions$45K
Contributions
Employer$124.2K
Participant$133K
Full reported line items
Total assets (EOY)
$7,313,678
Total liabilities (EOY)
$0
Net assets (EOY)
$7,313,678
Employer contributions
$124,163
Participant contributions
$133,038
Total income / additions
$1,518,559
Benefits paid
$45,003
Administrative expenses
$22,054
Total expenses
$67,057
Net increase / (decrease)
$1,451,502

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240530121840NAL0006924947001 cover?
It is the 2023 Form 5500 filing for Riess Lemieux, LLC 401(K) Plan, reported by Riess Lemieux, LLC (EIN 82-4190939).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages