Back to filter
Original filing (PDF)20231215085036NAL0036756432001
TODD S. JOHNS, CHAPTER 13 TRUSTEE
Form 5500-SF
FILING_RECEIVED
TODD S. JOHNS, CHAPTER 13 TRUSTEE 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
25
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TODD S. JOHNS, CHAPTER 13 TRUSTEE.
Plan sponsor
Name
TODD S. JOHNS, CHAPTER 13 TRUSTEE
EIN
81-3693110
Address
333 TEXAS STREET, SUITE 300 · SHREVEPORT, LA · 71101
Phone
(318) 673-8244
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2023-12-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
CAPITAL BANK AND TRUST COMPANY
CAPITAL GROUP US HIGH-YIELD FIXED-INCOME TRUST (US)
$1.5M
MAY & STANLEY SMITH CHARITABLE TRUST
MAY & STANLEY SMITH CHARITABLE TRUST
$1.4M · 9 participants
THE CAIN FOUNDATION
THE CAIN FOUNDATION 401(K) PLAN AND TRUST
$1.4M · 5 participants
ASPM EMP., LLC
ASPM EMP., LLC 401(K) PROFIT SHARING PLAN
$1.4M · 11 participants
LANDMARK ABSTRACT AGENCY LLC
LANDMARK ABSTRACT LLC CASH BALANCE PLAN
$1.5M · 18 participants
METROPOLITAN TITLE DATA INC
METROPOLITAN TITLE DATA, INC. PROFIT SHARING PLAN AND TRUST
$1.5M · 9 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants