Pala Group, Inc. Savings Plan And Trust — Form 5500 plan (Pala Group, 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, Pala Group, Inc. Savings Plan And Trust is a benefit plan reported by Pala Group, Inc. under EIN 72-0932277 and plan number 001. The latest loaded filing year is 2023. The filing reports 814 participants and $24,575,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pala Group, Inc.
- EIN
- 72-0932277
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 814
- End-of-year plan assets
- $24,575,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 814 | H, C | 20241015092546NAL0047190240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,575,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,575,324
- Net assets (BOY)
- $19,453,906
Income & contributions
- Participant contributions
- $1,332,680
- Total contributions
- $1,343,073
- Total income / additions
- $4,474,849
Expenses & distributions
- Benefits paid
- $1,047,967
- Administrative expenses
- $132,683
- Total expenses
- $1,184,984
- Net increase / (decrease)
- $3,289,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $77,392 | $0 | 2023 |
| Argent Retirement Plan Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $8,991 | $10,000 | 2023 |
| Hannis T. Bourgeois, Llp | NONE | $11,727 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $9,899 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pala Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Empower Annuity Insurance Company O — Schedule C compensation
- Argent Retirement Plan Advisors — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Hannis T. Bourgeois, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation