Galloway, Johnson, Tompkins, Burr & Smith — 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, Galloway, Johnson, Tompkins, Burr & Smith (EIN 72-1089568) is a plan sponsor located in New Orleans, 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
72-1089568
Location
New Orleans, LA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,295,647
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,295,647

Contributions & income

Employer contributions
$746,944
Participant contributions
$1,319,718
Total income / additions
$6,936,243

Expenses & distributions

Benefits paid / distributions
$1,512,962
Total expenses
$1,590,247
Net increase / (decrease)
$5,345,996

Coverage

Total reported participants
647
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

Galloway, Johnson, Tompkins, Burr & Smith plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Galloway, Johnson, Tompkins, Burr & Smith (A Plc) 401(K) Plan001364$30,295,6472023
Galloway, Johnson, Tompkins, Burr & Smith Aplc Welfare Benefits Plan508283not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Galloway, Johnson, Tompkins, Burr & Smith
YearPlanParticipantsSchedulesFiling
2023Galloway, Johnson, Tompkins, Burr & Smith Aplc Welfare Benefits Plan28320240628160847NAL0001362080001
2023Galloway, Johnson, Tompkins, Burr & Smith (A Plc) 401(K) Plan364H, C20241007140746NAL0016204737001

Related Form 5500 pages