Laporte, Apac Employees Retirement Plan — Form 5500 plan (Laporte, A Professional Accounting Corporation)
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, Laporte, Apac Employees Retirement Plan is a benefit plan reported by Laporte, A Professional Accounting Corporation under EIN 72-1088864 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $40,783,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laporte, A Professional Accounting Corporation
- EIN
- 72-1088864
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $40,783,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015143734NAL0058176722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,783,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,783,408
- Net assets (BOY)
- $34,208,736
Income & contributions
- Employer contributions
- $817,090
- Participant contributions
- $1,246,718
- Total contributions
- $2,562,888
- Total income / additions
- $8,375,064
Expenses & distributions
- Benefits paid
- $1,775,474
- Administrative expenses
- $24,918
- Total expenses
- $1,800,392
- Net increase / (decrease)
- $6,574,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar | SERVICE PROVIDER | $0 | $15,171 | 2023 |
| Retirement Strategies Group, LLC | TPA | $0 | $14,724 | 2023 |
| Broussard Poche Llp | SERVICE PROVIDER | $14,020 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laporte, A Professional Accounting Corporation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Morningstar — Schedule C compensation
- Retirement Strategies Group, LLC — Schedule C compensation
- Broussard Poche Llp — Schedule C compensation