2023 Form 5500 filing — Consolidated 401(K) Plan Of Baton Rouge Water

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 20241014142316NAL0013444147001) for Consolidated 401(K) Plan Of Baton Rouge Water, reported by The Baton Rouge Water Works Company under EIN 72-0127240 and plan number 002. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014142316NAL0013444147001
Filing year
2023
Form type
2
Plan sponsor
The Baton Rouge Water Works Company
EIN
72-0127240
Plan number
002
Location
Baton Rouge, LA
Participants
234
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,230,435
Total liabilities (EOY)
$0
Net assets (EOY)
$4,230,435
Employer contributions
$503,180
Participant contributions
$592,995
Total income / additions
$1,682,327
Benefits paid
$304,626
Administrative expenses
$11,382
Total expenses
$316,008
Net increase / (decrease)
$1,366,319
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Retirement & BenefitNONE$7,947not reported in the loaded dataset
Ascensus LLCNONE$3,435$0

Related Form 5500 pages