Audubon Engineering Company, L.L.C. Employees Savings Trust — Form 5500 plan (Audubon Engineering Company, 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, Audubon Engineering Company, L.L.C. Employees Savings Trust is a benefit plan reported by Audubon Engineering Company, L.L.C. under EIN 72-1387543 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,261 participants and $91,953,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Audubon Engineering Company, L.L.C.
- EIN
- 72-1387543
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 1,261
- End-of-year plan assets
- $91,953,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,261 | H, C | 20241011163818NAL0023249297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,953,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,953,856
- Net assets (BOY)
- $73,075,172
Income & contributions
- Employer contributions
- $3,780,922
- Participant contributions
- $8,385,115
- Total contributions
- $14,589,683
- Total income / additions
- $28,457,284
Expenses & distributions
- Benefits paid
- $9,411,072
- Administrative expenses
- $165,378
- Total expenses
- $9,584,124
- Net increase / (decrease)
- $18,873,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $83,695 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $41,703 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $39,979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Audubon Engineering Company, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation