Etheredge Electric Company, LLC Profit Sharing Plan — Form 5500 plan (Etheredge Electric Company, 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, Etheredge Electric Company, LLC Profit Sharing Plan is a benefit plan reported by Etheredge Electric Company, LLC under EIN 72-1041621 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $10,923,562 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.9MPlan net assets, end of year$10,923,562
Participants126Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,695 (computed)
Provider compensation$72.2K4 Schedule C provider row(s)$72,185
- Plan sponsor
- Etheredge Electric Company, LLC
- EIN
- 72-1041621
- Plan number
- 002
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241001101006NAL0012087408001 |
Schedule H · 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)$10.9M total assets
Net assets$10.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,923,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,923,562
- Net assets (BOY)
- $9,948,180
Income & contributions
- Employer contributions
- $222,195
- Participant contributions
- $585,890
- Total contributions
- $810,768
- Total income / additions
- $3,002,143
Expenses & distributions
- Benefits paid
- $1,963,531
- Administrative expenses
- $63,230
- Total expenses
- $2,026,761
- Net increase / (decrease)
- $975,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prosperity Wealth Management | INVESTMENT ADVISOR | $35,574 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,880 | $0 | 2023 |
| Heard, Mcelroy & Vestal, LLC | CONTRACT ADMIN | $5,620 | $10,000 | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Etheredge Electric Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Prosperity Wealth Management — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Heard, Mcelroy & Vestal, LLC — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation