Adams And Reese Llp Group Pension Plan Iii — Form 5500 plan (Adams And Reese Llp)

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, Adams And Reese Llp Group Pension Plan Iii is a benefit plan reported by Adams And Reese Llp under EIN 72-0424362 and plan number 005. The latest loaded filing year is 2023. The filing reports 128 participants and $11,935,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.9MPlan net assets, end of year$11,935,284
Participants128Covered participants reported
Assets / participant$93.2KComputed: assets ÷ participants$93,244 (computed)
Provider compensationNone reported
Plan sponsor
Adams And Reese Llp
EIN
72-0424362
Plan number
005
Plan type
2
Location
New Orleans, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H20250203124035NAL0003618243001
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)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$7.8M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$7.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,935,284
Total liabilities (EOY)
$0
Net assets (EOY)
$11,935,284
Net assets (BOY)
$5,951,699

Income & contributions

Employer contributions
$7,401,703
Total contributions
$7,401,703
Total income / additions
$7,833,885

Expenses & distributions

Benefits paid
$1,850,250
Administrative expenses
$50
Total expenses
$1,850,300
Net increase / (decrease)
$5,983,585
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.

Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages