2023 Form 5500 filing — John Fayard Moving And Warehousing, LLC 401k 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 20241014082557NAL0013006643001) for John Fayard Moving And Warehousing, LLC 401k Profit Sharing Plan, reported by John Fayard Moving And Warehousing, LLC under EIN 64-0922704 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082557NAL0013006643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Fayard Moving And Warehousing, LLC
- EIN
- 64-0922704
- Plan number
- 001
- Location
- Gulfport, MS
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,320,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,320,586
- Participant contributions
- $98,990
- Total income / additions
- $239,602
- Benefits paid
- $54,521
- Administrative expenses
- $13,257
- Total expenses
- $67,778
- Net increase / (decrease)
- $171,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Whitney Bank | NONE | $13,257 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |