Jones Walker Llp Profit Sharing Retirement Plan — Form 5500 plan (Jones Walker 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, Jones Walker Llp Profit Sharing Retirement Plan is a benefit plan reported by Jones Walker Llp under EIN 72-0445111 and plan number 001. The latest loaded filing year is 2023. The filing reports 847 participants and $425,697,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Walker Llp
- EIN
- 72-0445111
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 847
- End-of-year plan assets
- $425,697,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 847 | H, C | 20241010153623NAL0011669315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $425,697,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $425,697,600
- Net assets (BOY)
- $351,743,510
Income & contributions
- Employer contributions
- $8,057,148
- Participant contributions
- $7,012,430
- Total contributions
- $15,828,561
- Total income / additions
- $88,522,215
Expenses & distributions
- Benefits paid
- $14,404,875
- Administrative expenses
- $148,704
- Total expenses
- $14,568,125
- Net increase / (decrease)
- $73,954,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $66,050 | not reported in the loaded dataset | 2023 |
| Bourgeois Bennett LLC | AUDITORS | $16,350 | not reported in the loaded dataset | 2023 |
| Houston Benefit Consulting, LLC | ACTUARY | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$65,377 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jones Walker Llp
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Kestra Advisory Services, LLC — Schedule C compensation
- Bourgeois Bennett LLC — Schedule C compensation
- Houston Benefit Consulting, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation