Plan5500

Heard, Mcelroy & Vestal, L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Heard Mcelroy & Vestal, L.L.C.)

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, Heard, Mcelroy & Vestal, L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Heard Mcelroy & Vestal, L.L.C. under EIN 72-0398470 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $29,187,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heard Mcelroy & Vestal, L.L.C.
EIN
72-0398470
Plan number
002
Plan type
2
Location
Shreveport, LA
Latest filing year
2023
Participants
190
End-of-year plan assets
$29,187,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20250414081723NAL0002848928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,187,066
Total liabilities (EOY)
$0
Net assets (EOY)
$29,187,066
Net assets (BOY)
$25,883,873

Income & contributions

Employer contributions
$794,373
Participant contributions
$1,573,321
Total contributions
$2,508,988
Total income / additions
$5,686,660

Expenses & distributions

Benefits paid
$2,338,893
Administrative expenses
$44,574
Total expenses
$2,383,467
Net increase / (decrease)
$3,303,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$19,903$02023
Buckingham Strategic PartnersNONE$13,077not reported in the loaded dataset2023
Rozier, Mckay, & WillisAUDITOR$11,594not reported in the loaded dataset2023

Related Form 5500 pages