Adams And Reese Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Adams And Reese 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, Adams And Reese Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Adams And Reese Llp under EIN 72-0424362 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $231,502,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams And Reese Llp
- EIN
- 72-0424362
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 593
- End-of-year plan assets
- $231,502,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20250203142715NAL0011609760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,502,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,502,408
- Net assets (BOY)
- $212,869,794
Income & contributions
- Employer contributions
- $5,264,419
- Participant contributions
- $3,077,368
- Total contributions
- $9,440,574
- Total income / additions
- $43,905,623
Expenses & distributions
- Benefits paid
- $25,348,398
- Administrative expenses
- $151,608
- Total expenses
- $25,500,006
- Net increase / (decrease)
- $18,405,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $59,165 | not reported in the loaded dataset | 2023 |
| Newedge Advisors LLC | NONE | $20,736 | not reported in the loaded dataset | 2023 |
| Stokes Family Office LLC | NONE | $17,708 | not reported in the loaded dataset | 2023 |
| Leavell Investment Management | NONE | $16,022 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $13,888 | not reported in the loaded dataset | 2023 |
| Red Door Wealth Management LLC | NONE | $9,020 | not reported in the loaded dataset | 2023 |
| Wmg Financial Advisors LLC | NONE | $5,445 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,605 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adams And Reese Llp
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Newedge Advisors LLC — Schedule C compensation
- Stokes Family Office LLC — Schedule C compensation
- Leavell Investment Management — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Red Door Wealth Management LLC — Schedule C compensation
- Wmg Financial Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation