The Purple Guys, L.L.C. Retirement Savings Plan — Form 5500 plan (The Purple Guys, L.L.C.)

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, The Purple Guys, L.L.C. Retirement Savings Plan is a benefit plan reported by The Purple Guys, L.L.C. under EIN 72-1383109 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $9,976,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Purple Guys, L.L.C.
EIN
72-1383109
Plan number
001
Plan type
2
Location
Shreveport, LA
Latest filing year
2023
Participants
286
End-of-year plan assets
$9,976,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20260316134339NAL0001573779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,976,521
Total liabilities (EOY)
$0
Net assets (EOY)
$9,976,521
Net assets (BOY)
$7,461,259

Income & contributions

Employer contributions
$660,873
Participant contributions
$926,984
Total contributions
$2,258,331
Total income / additions
$3,164,627

Expenses & distributions

Benefits paid
$613,734
Administrative expenses
$35,631
Total expenses
$649,365
Net increase / (decrease)
$2,515,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Argent Retirement Plan Advisors LLCINVESTMENT ADVISOR$18,477not reported in the loaded dataset2023
Heard Mcelroy & Vestal LLCCONTRACT ADMIN$12,675not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$6,793$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,137not reported in the loaded dataset2023

Related Form 5500 pages