2023 Form 5500 filing — Etheredge Electric Company, LLC Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001101006NAL0012087408001) for Etheredge Electric Company, LLC Profit Sharing Plan, reported by Etheredge Electric Company, LLC under EIN 72-1041621 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101006NAL0012087408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Etheredge Electric Company, LLC
- EIN
- 72-1041621
- Plan number
- 002
- Location
- Shreveport, LA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,923,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,923,562
- Employer contributions
- $222,195
- Participant contributions
- $585,890
- Total income / additions
- $3,002,143
- Benefits paid
- $1,963,531
- Administrative expenses
- $63,230
- Total expenses
- $2,026,761
- Net increase / (decrease)
- $975,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prosperity Wealth Management | INVESTMENT ADVISOR | $35,574 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,880 | $0 |
| Heard, Mcelroy & Vestal, LLC | CONTRACT ADMIN | $5,620 | $10,000 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $111 | not reported in the loaded dataset |