2023 Form 5500 filing — Georges Enterprises 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 20241010100330NAL0033760640001) for Georges Enterprises 401(K) Plan, reported by Georges Enterprises, LLC under EIN 35-2267243 and plan number 001. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100330NAL0033760640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georges Enterprises, LLC
- EIN
- 35-2267243
- Plan number
- 001
- Location
- Harahan, LA
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,736,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,736,585
- Employer contributions
- $510,664
- Participant contributions
- $2,683,564
- Total income / additions
- $13,448,019
- Benefits paid
- $4,417,740
- Administrative expenses
- $173,188
- Total expenses
- $4,662,522
- Net increase / (decrease)
- $8,785,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,384 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $71,304 | $0 |
| Bourgeois Bennett, LLC | AUDITOR | $19,500 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |