2023 Form 5500 filing — New Orleans & Company 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 20240923103131NAL0011322593001) for New Orleans & Company 401(K) Plan, reported by New Orleans & Company under EIN 72-0540607 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923103131NAL0011322593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Orleans & Company
- EIN
- 72-0540607
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,546,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,546,637
- Employer contributions
- $350,503
- Participant contributions
- $689,133
- Total income / additions
- $2,938,782
- Benefits paid
- $685,736
- Administrative expenses
- $52,828
- Total expenses
- $738,564
- Net increase / (decrease)
- $2,200,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,827 | $0 |
| Marsh & Mclennan Agency LLC | OTHER SERVICES | $0 | $4,522 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |