2023 Form 5500 filing — Consolidated 401(K) Plan Of Baton Rouge Water
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 20241014142316NAL0013444147001) for Consolidated 401(K) Plan Of Baton Rouge Water, reported by The Baton Rouge Water Works Company under EIN 72-0127240 and plan number 002. It reports 234 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)$4.2MReported net assets$4,230,435
Participants234
Provider compensation$11.4K2 Schedule C row(s)$11,382
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014142316NAL0013444147001
- Plan sponsor
- The Baton Rouge Water Works Company
- EIN
- 72-0127240
- Plan number
- 002
- Location
- Baton Rouge, 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)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,230,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,230,435
- Employer contributions
- $503,180
- Participant contributions
- $592,995
- Total income / additions
- $1,682,327
- Benefits paid
- $304,626
- Administrative expenses
- $11,382
- Total expenses
- $316,008
- Net increase / (decrease)
- $1,366,319
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $7,947 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $3,435 | $0 |