Plan5500

Alfred Conhagen, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Alfred Conhagen, Inc. Of La)

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, Alfred Conhagen, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Alfred Conhagen, Inc. Of La under EIN 72-1340892 and plan number 003. The latest loaded filing year is 2023. The filing reports 175 participants and $12,101,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alfred Conhagen, Inc. Of La
EIN
72-1340892
Plan number
003
Plan type
3
Location
Metairie, LA
Latest filing year
2023
Participants
175
End-of-year plan assets
$12,101,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015101907NAL0056973714001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,101,659
Total liabilities (EOY)
$0
Net assets (EOY)
$12,101,659
Net assets (BOY)
$10,041,929

Income & contributions

Employer contributions
$827,998
Participant contributions
$526,433
Total contributions
$1,354,431
Total income / additions
$3,154,350

Expenses & distributions

Benefits paid
$1,021,155
Administrative expenses
$69,201
Total expenses
$1,094,620
Net increase / (decrease)
$2,059,730

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plan Admin Services, Inc.TPA$35,491$02023
Ritholtz Wealth ManagementADVISOR$32,892$02023

Related Form 5500 pages