Phelps Dunbar, Llp Savings And Retirement Plan — Form 5500 plan (Phelps Dunbar, Llp)
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, Phelps Dunbar, Llp Savings And Retirement Plan is a benefit plan reported by Phelps Dunbar, Llp under EIN 72-0358621 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $258,893,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phelps Dunbar, Llp
- EIN
- 72-0358621
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $258,893,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241015144656NAL0016662403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,893,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $258,893,190
- Net assets (BOY)
- $228,662,739
Income & contributions
- Employer contributions
- $6,529,335
- Participant contributions
- $5,817,956
- Total contributions
- $12,692,390
- Total income / additions
- $51,150,682
Expenses & distributions
- Benefits paid
- $20,740,139
- Administrative expenses
- $180,092
- Total expenses
- $20,920,231
- Net increase / (decrease)
- $30,230,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $53,455 | $0 | 2023 |
| Milliman | OTHER SERVICES | $47,329 | not reported in the loaded dataset | 2023 |
| Creative Planning | OTHER SERVICES | $25,989 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,950 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | OTHER SERVICES | $15,142 | not reported in the loaded dataset | 2023 |
| Newedge Advisors, LLC | ADVISOR | $13,395 | not reported in the loaded dataset | 2023 |
| Lockton Investment | OTHER SERVICES | $11,593 | not reported in the loaded dataset | 2023 |
| Lockton Investment | OTHER SERVICES | $11,181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phelps Dunbar, Llp
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Fidelity Investments Institutional — Schedule C compensation
- Milliman — Schedule C compensation
- Creative Planning — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Newedge Advisors, LLC — Schedule C compensation
- Lockton Investment — Schedule C compensation