2023 Form 5500 filing — Heard, Mcelroy & Vestal, L.L.C. 401(K) 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 20250414081723NAL0002848928001) for Heard, Mcelroy & Vestal, L.L.C. 401(K) Profit Sharing Plan, reported by Heard Mcelroy & Vestal, L.L.C. under EIN 72-0398470 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414081723NAL0002848928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heard Mcelroy & Vestal, L.L.C.
- EIN
- 72-0398470
- Plan number
- 002
- Location
- Shreveport, LA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,187,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,187,066
- Employer contributions
- $794,373
- Participant contributions
- $1,573,321
- Total income / additions
- $5,686,660
- Benefits paid
- $2,338,893
- Administrative expenses
- $44,574
- Total expenses
- $2,383,467
- Net increase / (decrease)
- $3,303,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $19,903 | $0 |
| Buckingham Strategic Partners | NONE | $13,077 | not reported in the loaded dataset |
| Rozier, Mckay, & Willis | AUDITOR | $11,594 | not reported in the loaded dataset |