2023 Form 5500 filing — Plauche, Smith & Nieset 401k 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 20241015115913NAL0014554243001) for Plauche, Smith & Nieset 401k Plan, reported by Plauche, Smith & Nieset, LLC under EIN 72-0915288 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015115913NAL0014554243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plauche, Smith & Nieset, LLC
- EIN
- 72-0915288
- Plan number
- 002
- Location
- Lake Charles, LA
- Participants
- 54
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,182,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,182,478
- Employer contributions
- $358,773
- Participant contributions
- $300,233
- Total income / additions
- $4,246,885
- Benefits paid
- $5,019,240
- Administrative expenses
- -$3,660
- Total expenses
- $5,015,580
- Net increase / (decrease)
- -$768,695
- Schedule source
- Schedule I