Plauche, Smith & Nieset 401k Plan — Form 5500 plan (Plauche, Smith & Nieset, LLC)
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, Plauche, Smith & Nieset 401k Plan is a benefit plan reported by Plauche, Smith & Nieset, LLC under EIN 72-0915288 and plan number 002. The latest loaded filing year is 2023. The filing reports 54 participants and $22,182,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plauche, Smith & Nieset, LLC
- EIN
- 72-0915288
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $22,182,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20241015115913NAL0014554243001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $22,182,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,182,478
- Net assets (BOY)
- $22,951,173
Income & contributions
- Employer contributions
- $358,773
- Participant contributions
- $300,233
- Total income / additions
- $4,246,885
Expenses & distributions
- Benefits paid
- $5,019,240
- Administrative expenses
- -$3,660
- Total expenses
- $5,015,580
- Net increase / (decrease)
- -$768,695
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.