2023 Form 5500 filing — Laborde Marine Retirement 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 20241004134120NAL0019720448001) for Laborde Marine Retirement Plan, reported by Laborde Marine Management, L.L.C. under EIN 27-0965318 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004134120NAL0019720448001
Filing year
2023
Form type
2
Plan sponsor
Laborde Marine Management, L.L.C.
EIN
27-0965318
Plan number
001
Location
New Orleans, LA
Participants
225
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,159,640
Total liabilities (EOY)
$0
Net assets (EOY)
$11,159,640
Employer contributions
$363,617
Participant contributions
$1,494,248
Total income / additions
$3,422,974
Benefits paid
$498,921
Administrative expenses
$37,573
Total expenses
$539,838
Net increase / (decrease)
$2,883,136
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$19,985$0
Stokes Family Office LLCADVISOR$17,588not reported in the loaded dataset

Related Form 5500 pages