Plan5500

Alfred Conhagen, Inc. Pension Plan — Form 5500 plan (Alfred Conhagen, Inc.)

Plain-English plan 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, Alfred Conhagen, Inc. Pension Plan is a benefit plan reported by Alfred Conhagen, Inc. under EIN 22-2177817 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $12,914,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alfred Conhagen, Inc.
EIN
22-2177817
Plan number
001
Plan type
2
Location
Metairie, LA
Latest filing year
2023
Participants
122
End-of-year plan assets
$12,914,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241015094302NAL0029162529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,914,132
Total liabilities (EOY)
$0
Net assets (EOY)
$12,914,132
Net assets (BOY)
$12,991,744

Income & contributions

Total contributions
$0
Total income / additions
$794,982

Expenses & distributions

Benefits paid
$696,139
Administrative expenses
$176,455
Total expenses
$872,594
Net increase / (decrease)
-$77,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ritholtz Wealth ManagementNONE$45,204not reported in the loaded dataset2023
Bpas Actuarial And Pension ServicesNONE$22,850not reported in the loaded dataset2023
Community Bank, NaNONE$11,929not reported in the loaded dataset2023

Related Form 5500 pages