Plan5500

New Orleans & Company 401(K) Plan — Form 5500 plan (New Orleans & Company)

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, New Orleans & Company 401(K) Plan is a benefit plan reported by New Orleans & Company under EIN 72-0540607 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $13,546,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Orleans & Company
EIN
72-0540607
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
125
End-of-year plan assets
$13,546,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240923103131NAL0011322593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,546,637
Total liabilities (EOY)
$0
Net assets (EOY)
$13,546,637
Net assets (BOY)
$11,346,419

Income & contributions

Employer contributions
$350,503
Participant contributions
$689,133
Total contributions
$1,116,353
Total income / additions
$2,938,782

Expenses & distributions

Benefits paid
$685,736
Administrative expenses
$52,828
Total expenses
$738,564
Net increase / (decrease)
$2,200,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,827$02023
Marsh & Mclennan Agency LLCOTHER SERVICES$0$4,5222023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages