401k Plan data: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST plan

LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOUISIANA ENDOWMENT FOR THE HUMA has sponsored the creation of one or more 401k plans.

Company Name: LOUISIANA ENDOWMENT FOR THE HUMA

Employer identification number (EIN): 720795568

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 AMY RICKE 2020-07-28
002 2018-01-01 AMY RICKE 2019-07-30
002 2017-01-01 AMY RICKE 2018-08-31
002 2016-01-01 AMY RICKE 2017-07-28
002 2015-01-01 WARREN MEYER 2016-05-27
002 2014-01-01 WARREN MEYER 2015-05-29
002 2013-01-01 WARREN MEYER 2014-05-20
002 2012-01-01 LOUISIANA ENDOWMENT FOR THE 2013-05-22
002 2011-01-01 LOUISIANA ENDOWMENT FOR THE 2012-05-22
002 2010-01-01 LOUISIANA ENDOWMENT FOR THE 2011-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	AMY RICKE	2020-07-28
002	2018-01-01	AMY RICKE	2019-07-30
002	2017-01-01	AMY RICKE	2018-08-31
002	2016-01-01	AMY RICKE	2017-07-28
002	2015-01-01	WARREN MEYER	2016-05-27
002	2014-01-01	WARREN MEYER	2015-05-29
002	2013-01-01	WARREN MEYER	2014-05-20
002	2012-01-01	LOUISIANA ENDOWMENT FOR THE	2013-05-22
002	2011-01-01	LOUISIANA ENDOWMENT FOR THE	2012-05-22
002	2010-01-01	LOUISIANA ENDOWMENT FOR THE	2011-05-04

Plan Statistics for LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 172
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 85
Total of all active and inactive participants 2023-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 257
Number of participants with account balances 2023-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 34
2022: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 257
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 320
Number of participants with account balances 2022-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 273
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 325
Number of participants with account balances 2021-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 125
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 162
Number of participants with account balances 2020-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14

Measure	Date	Value
2023: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	172
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	85
Total of all active and inactive participants	2023-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	257
Number of participants with account balances	2023-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	34
2022: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	257
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	320
Number of participants with account balances	2022-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	273
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	325
Number of participants with account balances	2021-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	125
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	162
Number of participants with account balances	2020-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14

Financial Data on LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2023 : LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$788,390
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$474,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$422,821
Expenses. Certain deemed distributions of participant loans	2023-12-31	$5,687
Value of total corrective distributions	2023-12-31	$12,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$380,472
Value of total assets at end of year	2023-12-31	$2,278,671
Value of total assets at beginning of year	2023-12-31	$1,964,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$33,072
Total interest from all sources	2023-12-31	$2,265
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$72,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$72,559
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$197,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$255,460
Participant contributions at end of year	2023-12-31	$24,463
Participant contributions at beginning of year	2023-12-31	$38,644
Other income not declared elsewhere	2023-12-31	$26,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$314,069
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,278,671
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,964,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$20,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,254,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,925,958
Interest on participant loans	2023-12-31	$2,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$306,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$125,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$422,821
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BOURGEOIS BENNETT LLC
Accountancy firm EIN	2023-12-31	720136870
2022 : LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$95,109
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$101,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$86,313
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$439,168
Value of total assets at end of year	2022-12-31	$1,964,602
Value of total assets at beginning of year	2022-12-31	$1,971,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,021
Total interest from all sources	2022-12-31	$1,752
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$72,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$72,549
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$198,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$265,847
Participant contributions at end of year	2022-12-31	$38,644
Participant contributions at beginning of year	2022-12-31	$45,705
Other income not declared elsewhere	2022-12-31	$1,552
Administrative expenses (other) incurred	2022-12-31	$14,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,524
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,964,602
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,971,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,925,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,925,421
Interest on participant loans	2022-12-31	$1,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-419,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$173,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$86,313
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BOURGEOIS BENNETT LLC
Accountancy firm EIN	2022-12-31	720136870
2021 : LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$742,005
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$278,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$273,739
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,609
Value of total corrective distributions	2021-12-31	$488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$451,791
Value of total assets at end of year	2021-12-31	$1,971,126
Value of total assets at beginning of year	2021-12-31	$1,507,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,913
Total interest from all sources	2021-12-31	$2,961
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$111,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$111,907
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$151,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$238,347
Participant contributions at end of year	2021-12-31	$45,705
Participant contributions at beginning of year	2021-12-31	$68,546
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$54,289
Administrative expenses (other) incurred	2021-12-31	$2,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$463,256
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,971,126
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,507,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,925,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,439,324
Interest on participant loans	2021-12-31	$2,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$175,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$159,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$273,739
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BOURGEOIS BENNETT LLC
Accountancy firm EIN	2021-12-31	720136870
2020 : LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,941
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$389,921
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$66,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$63,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$186,821
Value of total assets at end of year	2020-12-31	$1,507,870
Value of total assets at beginning of year	2020-12-31	$1,180,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,629
Total interest from all sources	2020-12-31	$5,035
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$40,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$40,258
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$119,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$109,794
Participant contributions at end of year	2020-12-31	$68,546
Participant contributions at beginning of year	2020-12-31	$75,796
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,080
Administrative expenses (other) incurred	2020-12-31	$2,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$323,848
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,507,870
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,180,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,439,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,104,285
Interest on participant loans	2020-12-31	$5,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$157,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$75,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$63,444
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2020-12-31	720136870

Form 5500 Responses for LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST

2023: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOUISIANA ENDOWMENT FOR THE 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOUISIANA ENDOWMENT FOR THE HUMA
Employer identification number (EIN):	720795568
NAIC Classification:	611000