Etheredge Electric Company, LLC Profit Sharing Plan — Form 5500 plan (Etheredge Electric Company, LLC)
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, Etheredge Electric Company, LLC Profit Sharing Plan is a benefit plan reported by Etheredge Electric Company, LLC under EIN 72-1041621 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $10,923,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Etheredge Electric Company, LLC
- EIN
- 72-1041621
- Plan number
- 002
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $10,923,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241001101006NAL0012087408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,923,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,923,562
- Net assets (BOY)
- $9,948,180
Income & contributions
- Employer contributions
- $222,195
- Participant contributions
- $585,890
- Total contributions
- $810,768
- Total income / additions
- $3,002,143
Expenses & distributions
- Benefits paid
- $1,963,531
- Administrative expenses
- $63,230
- Total expenses
- $2,026,761
- Net increase / (decrease)
- $975,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prosperity Wealth Management | INVESTMENT ADVISOR | $35,574 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,880 | $0 | 2023 |
| Heard, Mcelroy & Vestal, LLC | CONTRACT ADMIN | $5,620 | $10,000 | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Etheredge Electric Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Prosperity Wealth Management — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Heard, Mcelroy & Vestal, LLC — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation