2023 Form 5500 filing — Louisiana Sugar Refining, LLC 401(K) Savings 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 20240920104218NAL0007315777001) for Louisiana Sugar Refining, LLC 401(K) Savings Plan, reported by Louisiana Sugar Refining, LLC under EIN 80-0489077 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920104218NAL0007315777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Louisiana Sugar Refining, LLC
- EIN
- 80-0489077
- Plan number
- 001
- Location
- Gramercy, LA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,021,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,021,833
- Employer contributions
- $616,875
- Participant contributions
- $1,033,699
- Total income / additions
- $3,553,392
- Benefits paid
- $784,787
- Administrative expenses
- $81,054
- Total expenses
- $865,841
- Net increase / (decrease)
- $2,687,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions,L | RECORDKEEPER | $51,361 | $0 |
| Lincoln Invesment Planning Inc | INVESTMENT ADVISORY | $20,000 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $5,794 | not reported in the loaded dataset |
| Sma Services, Inc | THIRD PARTY ADMINISTRATO | $4,475 | not reported in the loaded dataset |