2023 Form 5500 filing — Alfred Conhagen, Inc. 401(K) Profit Sharing 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 20241015101907NAL0056973714001) for Alfred Conhagen, Inc. 401(K) Profit Sharing Plan, reported by Alfred Conhagen, Inc. Of La under EIN 72-1340892 and plan number 003. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101907NAL0056973714001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alfred Conhagen, Inc. Of La
- EIN
- 72-1340892
- Plan number
- 003
- Location
- Metairie, LA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,101,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,101,659
- Employer contributions
- $827,998
- Participant contributions
- $526,433
- Total income / additions
- $3,154,350
- Benefits paid
- $1,021,155
- Administrative expenses
- $69,201
- Total expenses
- $1,094,620
- Net increase / (decrease)
- $2,059,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Services, Inc. | TPA | $35,491 | $0 |
| Ritholtz Wealth Management | ADVISOR | $32,892 | $0 |