Edko, L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Edko, L.L.C.)

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, Edko, L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Edko, L.L.C. under EIN 72-1159678 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $9,059,380 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.1MPlan net assets, end of year$9,059,361
Participants328Covered participants reported
Assets / participant$27.6KComputed: assets ÷ participants$27,620 (computed)
Provider compensation$32.5K2 Schedule C provider row(s)$32,522
Plan sponsor
Edko, L.L.C.
EIN
72-1159678
Plan number
001
Plan type
2
Location
Shreveport, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241013201959NAL0014278195001
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)$9.1M total assets
Net assets$9.1MLiabilities$19
Money in vs. money out
Total income / additions$3M
Total expenses$606.8K
Benefits paid / distributions$494K
Contributions
Employer$242.5K
Participant$544.2K
Full reported line items

Net assets

Total assets (EOY)
$9,059,380
Total liabilities (EOY)
$19
Net assets (EOY)
$9,059,361
Net assets (BOY)
$6,664,756

Income & contributions

Employer contributions
$242,481
Participant contributions
$544,192
Total contributions
$1,915,448
Total income / additions
$3,001,443

Expenses & distributions

Benefits paid
$494,006
Administrative expenses
$73,464
Total expenses
$606,838
Net increase / (decrease)
$2,394,605
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.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCBROKER$24,575not reported in the loaded dataset2023
John HancockRECORDKEEPER$7,947not reported in the loaded dataset2023

Related Form 5500 pages