St. Rose, LA Form 5500 retirement and benefit plan filings

City Form 5500 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, St. Rose, LA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,769,080 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,769,080
Total reported liabilities (EOY)
$4,140
Total reported net assets (EOY)
$13,764,940

Contributions & income

Employer contributions
$370,450
Participant contributions
$887,015
Total income / additions
$3,284,904

Expenses & distributions

Benefits paid / distributions
$1,167,530
Total expenses
$1,187,448
Net increase / (decrease)
$2,097,456

Coverage

Total reported participants
255
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Rose, LA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in St. Rose, LA
PlanSponsorReported assets (EOY)Year
Coastal Gulf & International, Inc. 401(K) Profit Sharing PlanCoastal Gulf & International, Inc.$7,520,8242023
M R Pittman Group LLC 401(K) PlanM R Pittman Group, LLC$6,248,2562023

Related Form 5500 pages