Retirement Plan For Employees Of Louisiana Machinery Company, L.L.C. — Form 5500 plan (Louisiana Machinery Company, L.L.C.)

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, Retirement Plan For Employees Of Louisiana Machinery Company, L.L.C. is a benefit plan reported by Louisiana Machinery Company, L.L.C. under EIN 72-0540373 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $25,341,104 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.3MPlan net assets, end of year$25,341,104
Participants524Covered participants reported
Assets / participant$48.4KComputed: assets ÷ participants$48,361 (computed)
Provider compensation$135.7K1 Schedule C provider row(s)$135,745
Plan sponsor
Louisiana Machinery Company, L.L.C.
EIN
72-0540373
Plan number
001
Plan type
2
Location
Reserve, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20241022140451NAL0005853010001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.3M total assets
Net assets$25.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$382.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$25,341,104
Total liabilities (EOY)
$0
Net assets (EOY)
$25,341,104
Net assets (BOY)
$24,260,134

Income & contributions

Employer contributions
$382,946
Total contributions
$382,946
Total income / additions
$2,937,211

Expenses & distributions

Benefits paid
$1,720,496
Administrative expenses
$135,745
Total expenses
$1,856,241
Net increase / (decrease)
$1,080,970
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$135,745$02023

Related Form 5500 pages