2023 Form 5500 filing — Adams And Reese Llp 401(K) Profit Sharing Plan And 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 20250203142715NAL0011609760001) for Adams And Reese Llp 401(K) Profit Sharing Plan And Trust, reported by Adams And Reese Llp under EIN 72-0424362 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203142715NAL0011609760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adams And Reese Llp
- EIN
- 72-0424362
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,502,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,502,408
- Employer contributions
- $5,264,419
- Participant contributions
- $3,077,368
- Total income / additions
- $43,905,623
- Benefits paid
- $25,348,398
- Administrative expenses
- $151,608
- Total expenses
- $25,500,006
- Net increase / (decrease)
- $18,405,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $59,165 | not reported in the loaded dataset |
| Newedge Advisors LLC | NONE | $20,736 | not reported in the loaded dataset |
| Stokes Family Office LLC | NONE | $17,708 | not reported in the loaded dataset |
| Leavell Investment Management | NONE | $16,022 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $13,888 | not reported in the loaded dataset |
| Red Door Wealth Management LLC | NONE | $9,020 | not reported in the loaded dataset |
| Wmg Financial Advisors LLC | NONE | $5,445 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,605 | $0 |