Consolidated 401(K) Plan Of Baton Rouge Water — Form 5500 plan (The Baton Rouge Water Works Company)
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, Consolidated 401(K) Plan Of Baton Rouge Water is a benefit plan reported by The Baton Rouge Water Works Company under EIN 72-0127240 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $4,230,435 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.2MPlan net assets, end of year$4,230,435
Participants234Covered participants reported
Assets / participant$18.1KComputed: assets ÷ participants$18,079 (computed)
Provider compensation$11.4K2 Schedule C provider row(s)$11,382
- Plan sponsor
- The Baton Rouge Water Works Company
- EIN
- 72-0127240
- Plan number
- 002
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241014142316NAL0013444147001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,230,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,230,435
- Net assets (BOY)
- $2,864,116
Income & contributions
- Employer contributions
- $503,180
- Participant contributions
- $592,995
- Total contributions
- $1,097,721
- Total income / additions
- $1,682,327
Expenses & distributions
- Benefits paid
- $304,626
- Administrative expenses
- $11,382
- Total expenses
- $316,008
- Net increase / (decrease)
- $1,366,319
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $7,947 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $3,435 | $0 | 2023 |