2023 Form 5500 filing — Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust
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 20241009105710NAL0010542691001) for Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust, reported by Hannis T. Bourgeois, Llp under EIN 72-0636725 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105710NAL0010542691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hannis T. Bourgeois, Llp
- EIN
- 72-0636725
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,888,949
- Total liabilities (EOY)
- $14,548
- Net assets (EOY)
- $33,874,401
- Employer contributions
- $369,628
- Participant contributions
- $986,063
- Total income / additions
- $6,710,337
- Benefits paid
- $332,244
- Administrative expenses
- $78,083
- Total expenses
- $410,327
- Net increase / (decrease)
- $6,300,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $77,471 | $0 |
| Lpl Financial Corporation | BROKER | $0 | $48,916 |
| The Haslauer Group, Inc. | TPA | $1,213 | $282 |