Dudley Debosier, Aplc 401(K) Profit Sharing Plan — Form 5500 plan (Dudley Debosier, Aplc)

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, Dudley Debosier, Aplc 401(K) Profit Sharing Plan is a benefit plan reported by Dudley Debosier, Aplc under EIN 72-1297159 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $14,658,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dudley Debosier, Aplc
EIN
72-1297159
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
284
End-of-year plan assets
$14,658,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20250113104840NAL0029970144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,658,976
Total liabilities (EOY)
$0
Net assets (EOY)
$14,658,976
Net assets (BOY)
$10,824,918

Income & contributions

Employer contributions
$854,066
Participant contributions
$1,487,703
Total contributions
$2,630,125
Total income / additions
$4,691,748

Expenses & distributions

Benefits paid
$803,111
Administrative expenses
$54,579
Total expenses
$857,690
Net increase / (decrease)
$3,834,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD KEEPER$46,243$02023
Cetera Advisors LLCADVISOR$44,194not reported in the loaded dataset2023
Sentinel Pension LLCTPA$2,700$6,2742023

Related Form 5500 pages