Darnall, Sikes & Frederick — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Darnall, Sikes & Frederick (EIN 72-0738838) is a plan sponsor located in Lafayette, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
72-0738838
Location
Lafayette, LA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,416,441
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,416,441

Contributions & income

Employer contributions
$213,067
Participant contributions
$955,248
Total income / additions
$4,386,322

Expenses & distributions

Benefits paid / distributions
$551,186
Total expenses
$614,130
Net increase / (decrease)
$3,772,192

Coverage

Total reported participants
150
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Darnall, Sikes & Frederick plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Darnall, Sikes & Frederick 401(K) Profit Sharing Plan002150$23,416,4412023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Darnall, Sikes & Frederick
YearPlanParticipantsSchedulesFiling
2023Darnall, Sikes & Frederick 401(K) Profit Sharing Plan150H, C20241015132452NAL0028566049001

Related Form 5500 pages