2023 Form 5500 filing — Shreveport Electrical Industry 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 20250115091508NAL0021538081002) for Shreveport Electrical Industry Profit Sharing Plan, reported by Shreveport Electrical Industry Profit Sharing Plan under EIN 72-1114759 and plan number 001. It reports 805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115091508NAL0021538081002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Shreveport Electrical Industry Profit Sharing Plan
- EIN
- 72-1114759
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,734,816
- Total liabilities (EOY)
- $240,127
- Net assets (EOY)
- $87,494,689
- Employer contributions
- $5,639,498
- Total income / additions
- $13,945,221
- Benefits paid
- $2,973,311
- Administrative expenses
- $434,018
- Total expenses
- $3,407,329
- Net increase / (decrease)
- $10,537,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE | $129,025 | not reported in the loaded dataset |
| Orleans Capital Management | NONE | $87,496 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $53,600 | not reported in the loaded dataset |
| Hancock Whitney Bank | NONE | $48,116 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $40,159 | not reported in the loaded dataset |
| Robein, Urann, Spencer & Picard | NONE | $32,141 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $16,250 | not reported in the loaded dataset |