2023 Form 5500 filing — Audubon Engineering Company, L.L.C. Employees Savings Trust
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 20241011163818NAL0023249297001) for Audubon Engineering Company, L.L.C. Employees Savings Trust, reported by Audubon Engineering Company, L.L.C. under EIN 72-1387543 and plan number 001. It reports 1,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163818NAL0023249297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Audubon Engineering Company, L.L.C.
- EIN
- 72-1387543
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 1,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,953,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,953,856
- Employer contributions
- $3,780,922
- Participant contributions
- $8,385,115
- Total income / additions
- $28,457,284
- Benefits paid
- $9,411,072
- Administrative expenses
- $165,378
- Total expenses
- $9,584,124
- Net increase / (decrease)
- $18,873,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $83,695 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $41,703 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $39,979 | not reported in the loaded dataset |