2023 Form 5500 filing — Laborde Marine Retirement 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 20241004134120NAL0019720448001) for Laborde Marine Retirement Plan, reported by Laborde Marine Management, L.L.C. under EIN 27-0965318 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.2MReported net assets$11,159,640
Participants225
Provider compensation$37.6K2 Schedule C row(s)$37,573
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004134120NAL0019720448001
- Plan sponsor
- Laborde Marine Management, L.L.C.
- EIN
- 27-0965318
- Plan number
- 001
- Location
- New Orleans, LA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,159,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,159,640
- Employer contributions
- $363,617
- Participant contributions
- $1,494,248
- Total income / additions
- $3,422,974
- Benefits paid
- $498,921
- Administrative expenses
- $37,573
- Total expenses
- $539,838
- Net increase / (decrease)
- $2,883,136
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,985 | $0 |
| Stokes Family Office LLC | ADVISOR | $17,588 | not reported in the loaded dataset |