Darnall, Sikes & Frederick 401(K) Profit Sharing Plan — Form 5500 plan (Darnall, Sikes & Frederick)

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, Darnall, Sikes & Frederick 401(K) Profit Sharing Plan is a benefit plan reported by Darnall, Sikes & Frederick under EIN 72-0738838 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $23,416,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Darnall, Sikes & Frederick
EIN
72-0738838
Plan number
002
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
150
End-of-year plan assets
$23,416,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241015132452NAL0028566049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,416,441
Total liabilities (EOY)
$0
Net assets (EOY)
$23,416,441
Net assets (BOY)
$19,644,249

Income & contributions

Employer contributions
$213,067
Participant contributions
$955,248
Total contributions
$1,332,706
Total income / additions
$4,386,322

Expenses & distributions

Benefits paid
$551,186
Administrative expenses
$62,944
Total expenses
$614,130
Net increase / (decrease)
$3,772,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT MGMT$62,721$02023

Related Form 5500 pages