Crescent City Schools 401(K) Plan — Form 5500 plan (Crescent City Schools)
Plain-English plan 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, Crescent City Schools 401(K) Plan is a benefit plan reported by Crescent City Schools under EIN 27-2811737 and plan number 001. The latest loaded filing year is 2023. The filing reports 718 participants and $13,401,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crescent City Schools
- EIN
- 27-2811737
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 718
- End-of-year plan assets
- $13,401,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 718 | H, C | 20250415151851NAL0003520625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,401,403
- Total liabilities (EOY)
- $1,030
- Net assets (EOY)
- $13,400,373
- Net assets (BOY)
- $10,756,578
Income & contributions
- Employer contributions
- $882,531
- Participant contributions
- $1,154,207
- Total contributions
- $2,079,631
- Total income / additions
- $3,646,010
Expenses & distributions
- Benefits paid
- $951,869
- Administrative expenses
- $50,346
- Total expenses
- $1,002,215
- Net increase / (decrease)
- $2,643,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $39,076 | $0 | 2023 |
| Cetera Investment Advisers LLC | FIDUCIARY ADVISOR | $17,206 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc | TPA | $9,270 | not reported in the loaded dataset | 2023 |
| Eplan Advisors, LLC | PENSION CONSULTANT | $3,951 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Fiduciary Service | FIDUCIARY ADVISOR | $2,146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crescent City Schools
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Lincoln National Corporation — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- The Haslauer Group, Inc — Schedule C compensation
- Eplan Advisors, LLC — Schedule C compensation
- Mesirow Financial Fiduciary Service — Schedule C compensation