Plan5500

Georges Enterprises 401(K) Plan — Form 5500 plan (Georges Enterprises, LLC)

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, Georges Enterprises 401(K) Plan is a benefit plan reported by Georges Enterprises, LLC under EIN 35-2267243 and plan number 001. The latest loaded filing year is 2023. The filing reports 972 participants and $55,736,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georges Enterprises, LLC
EIN
35-2267243
Plan number
001
Plan type
2
Location
Harahan, LA
Latest filing year
2023
Participants
972
End-of-year plan assets
$55,736,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023972H, C20241010100330NAL0033760640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,736,585
Total liabilities (EOY)
$0
Net assets (EOY)
$55,736,585
Net assets (BOY)
$46,863,103

Income & contributions

Employer contributions
$510,664
Participant contributions
$2,683,564
Total contributions
$5,807,274
Total income / additions
$13,448,019

Expenses & distributions

Benefits paid
$4,417,740
Administrative expenses
$173,188
Total expenses
$4,662,522
Net increase / (decrease)
$8,785,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$82,384$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$71,304$02023
Bourgeois Bennett, LLCAUDITOR$19,500$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages