2023 Form 5500 filing — Jones Walker Llp Profit Sharing 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 20241010153623NAL0011669315001) for Jones Walker Llp Profit Sharing Retirement Plan, reported by Jones Walker Llp under EIN 72-0445111 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153623NAL0011669315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Walker Llp
- EIN
- 72-0445111
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $425,697,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $425,697,600
- Employer contributions
- $8,057,148
- Participant contributions
- $7,012,430
- Total income / additions
- $88,522,215
- Benefits paid
- $14,404,875
- Administrative expenses
- $148,704
- Total expenses
- $14,568,125
- Net increase / (decrease)
- $73,954,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $66,050 | not reported in the loaded dataset |
| Bourgeois Bennett LLC | AUDITORS | $16,350 | not reported in the loaded dataset |
| Houston Benefit Consulting, LLC | ACTUARY | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$65,377 | $0 |