Meyer, Meyer, Lacroix & Hixson, Inc. Secondary Employee Benefit Plan & Trust — Form 5500 plan (Meyer, Meyer, Lacroix & Hixson, Inc.)

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, Meyer, Meyer, Lacroix & Hixson, Inc. Secondary Employee Benefit Plan & Trust is a benefit plan reported by Meyer, Meyer, Lacroix & Hixson, Inc. under EIN 72-0744933 and plan number 501. The latest loaded filing year is 2023. The filing reports 31 participants and $42,808 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.8KPlan net assets, end of year$42,808
Participants31Covered participants reported
Assets / participant$1.4KComputed: assets ÷ participants$1,381 (computed)
Provider compensationNone reported
Plan sponsor
Meyer, Meyer, Lacroix & Hixson, Inc.
EIN
72-0744933
Plan number
501
Plan type
2
Location
Alexandria, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331I20241216141632NAL0001525681005
Schedule I · 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)$42.8K total assets
Net assets$42.8KLiabilities
Money in vs. money out
Total income / additions$354.6K
Total expenses$428.1K
Benefits paid / distributions$404.6K
Contributions
Employer$354.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$42,808
Net assets (EOY)
$42,808
Net assets (BOY)
$116,334

Income & contributions

Employer contributions
$354,618
Total income / additions
$354,618

Expenses & distributions

Benefits paid
$404,599
Total expenses
$428,144
Net increase / (decrease)
-$73,526
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 assets1000%Computed ratio
Benefits paid ÷ total income114%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages