Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust — Form 5500 plan (Hannis T. Bourgeois, 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, Hannis T. Bourgeois, Llp Profit Sharing Plan & Trust is a benefit plan reported by Hannis T. Bourgeois, Llp under EIN 72-0636725 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $33,888,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hannis T. Bourgeois, Llp
- EIN
- 72-0636725
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $33,888,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241009105710NAL0010542691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,888,949
- Total liabilities (EOY)
- $14,548
- Net assets (EOY)
- $33,874,401
- Net assets (BOY)
- $27,574,391
Income & contributions
- Employer contributions
- $369,628
- Participant contributions
- $986,063
- Total contributions
- $1,562,699
- Total income / additions
- $6,710,337
Expenses & distributions
- Benefits paid
- $332,244
- Administrative expenses
- $78,083
- Total expenses
- $410,327
- Net increase / (decrease)
- $6,300,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $77,471 | $0 | 2023 |
| Lpl Financial Corporation | BROKER | $0 | $48,916 | 2023 |
| The Haslauer Group, Inc. | TPA | $1,213 | $282 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hannis T. Bourgeois, Llp
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation