Galloway, Johnson, Tompkins, Burr & Smith (A Plc) 401(K) Plan — Form 5500 plan (Galloway, Johnson, Tompkins, Burr & Smith)
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, Galloway, Johnson, Tompkins, Burr & Smith (A Plc) 401(K) Plan is a benefit plan reported by Galloway, Johnson, Tompkins, Burr & Smith under EIN 72-1089568 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $30,295,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Galloway, Johnson, Tompkins, Burr & Smith
- EIN
- 72-1089568
- Plan number
- 001
- Plan type
- 3
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $30,295,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241007140746NAL0016204737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,295,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,295,647
- Net assets (BOY)
- $24,949,651
Income & contributions
- Employer contributions
- $746,944
- Participant contributions
- $1,319,718
- Total contributions
- $2,066,662
- Total income / additions
- $6,936,243
Expenses & distributions
- Benefits paid
- $1,512,962
- Administrative expenses
- $77,285
- Total expenses
- $1,590,247
- Net increase / (decrease)
- $5,345,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mitchell, Mcleod, Pugh And Williams | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD-KEEPER | $34,826 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $7,459 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Galloway, Johnson, Tompkins, Burr & Smith
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Mitchell, Mcleod, Pugh And Williams — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation