Plan5500

2023 Form 5500 filing — Phelps Dunbar, Llp Savings And 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 20241015144656NAL0016662403001) for Phelps Dunbar, Llp Savings And Retirement Plan, reported by Phelps Dunbar, Llp under EIN 72-0358621 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015144656NAL0016662403001
Filing year
2023
Form type
2
Plan sponsor
Phelps Dunbar, Llp
EIN
72-0358621
Plan number
001
Location
New Orleans, LA
Participants
883
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$258,893,190
Total liabilities (EOY)
$0
Net assets (EOY)
$258,893,190
Employer contributions
$6,529,335
Participant contributions
$5,817,956
Total income / additions
$51,150,682
Benefits paid
$20,740,139
Administrative expenses
$180,092
Total expenses
$20,920,231
Net increase / (decrease)
$30,230,451
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$53,455$0
MillimanOTHER SERVICES$47,329not reported in the loaded dataset
Creative PlanningOTHER SERVICES$25,989not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$15,950not reported in the loaded dataset
Strategic Advisors, Inc.OTHER SERVICES$15,142not reported in the loaded dataset
Newedge Advisors, LLCADVISOR$13,395not reported in the loaded dataset
Lockton InvestmentOTHER SERVICES$11,593not reported in the loaded dataset
Lockton InvestmentOTHER SERVICES$11,181not reported in the loaded dataset

Related Form 5500 pages