Drs. Denis E. Simon III, Michael S. Bond, & Gwendolyn D. Corbett LLC
Plan context: GEAUX ENDO PEDO RETIREMENT PLAN & TRUST
EIN 72-1480708 • Baton Rouge, LA • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
64
2024 Assets
$10,036,681
2024 Contributions
$710,995
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 64 | $10,036,681 | $710,995 | $11,109iApproximate average salary by contribution assumption: employee only about $277,732 at 4% or $185,155 at 6%; with 50% employer match about $185,155 at 4% or $123,437 at 6%; with 100% employer match about $138,866 at 4% or $92,577 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 64 | $7,225,226 | $440,995 | $6,891iApproximate average salary by contribution assumption: employee only about $172,264 at 4% or $114,842 at 6%; with 50% employer match about $114,842 at 4% or $76,562 at 6%; with 100% employer match about $86,132 at 4% or $57,421 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 13 | $2,811,455 | $270,000 | $20,769iApproximate average salary by contribution assumption: employee only about $519,231 at 4% or $346,154 at 6%; with 50% employer match about $346,154 at 4% or $230,769 at 6%; with 100% employer match about $259,615 at 4% or $173,077 at 6%. |
| 2023 | 2 | 60 | $8,689,693 | $744,177 | $12,403iApproximate average salary by contribution assumption: employee only about $310,074 at 4% or $206,716 at 6%; with 50% employer match about $206,716 at 4% or $137,811 at 6%; with 100% employer match about $155,037 at 4% or $103,358 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 60 | $6,307,236 | $454,177 | $7,570iApproximate average salary by contribution assumption: employee only about $189,240 at 4% or $126,160 at 6%; with 50% employer match about $126,160 at 4% or $84,107 at 6%; with 100% employer match about $94,620 at 4% or $63,080 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 13 | $2,382,457 | $290,000 | $22,308iApproximate average salary by contribution assumption: employee only about $557,692 at 4% or $371,795 at 6%; with 50% employer match about $371,795 at 4% or $247,863 at 6%; with 100% employer match about $278,846 at 4% or $185,897 at 6%. |
| 2022 | 2 | 45 | $8,722,788 | $571,368 | $12,697iApproximate average salary by contribution assumption: employee only about $317,427 at 4% or $211,618 at 6%; with 50% employer match about $211,618 at 4% or $141,079 at 6%; with 100% employer match about $158,713 at 4% or $105,809 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 45 | $6,833,582 | $313,754 | $6,972iApproximate average salary by contribution assumption: employee only about $174,308 at 4% or $116,205 at 6%; with 50% employer match about $116,205 at 4% or $77,470 at 6%; with 100% employer match about $87,154 at 4% or $58,103 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 13 | $1,889,206 | $257,614 | $19,816iApproximate average salary by contribution assumption: employee only about $495,412 at 4% or $330,274 at 6%; with 50% employer match about $330,274 at 4% or $220,183 at 6%; with 100% employer match about $247,706 at 4% or $165,137 at 6%. |
| 2021 | 2 | 38 | $9,558,275 | $596,434 | $15,696iApproximate average salary by contribution assumption: employee only about $392,391 at 4% or $261,594 at 6%; with 50% employer match about $261,594 at 4% or $174,396 at 6%; with 100% employer match about $196,195 at 4% or $130,797 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 38 | $7,681,736 | $356,434 | $9,380iApproximate average salary by contribution assumption: employee only about $234,496 at 4% or $156,331 at 6%; with 50% employer match about $156,331 at 4% or $104,220 at 6%; with 100% employer match about $117,248 at 4% or $78,165 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 13 | $1,876,539 | $240,000 | $18,462iApproximate average salary by contribution assumption: employee only about $461,538 at 4% or $307,692 at 6%; with 50% employer match about $307,692 at 4% or $205,128 at 6%; with 100% employer match about $230,769 at 4% or $153,846 at 6%. |
| 2020 | 2 | 35 | $8,125,590 | $530,627 | $15,161iApproximate average salary by contribution assumption: employee only about $379,019 at 4% or $252,680 at 6%; with 50% employer match about $252,680 at 4% or $168,453 at 6%; with 100% employer match about $189,510 at 4% or $126,340 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 35 | $6,588,406 | $325,503 | $9,300iApproximate average salary by contribution assumption: employee only about $232,502 at 4% or $155,001 at 6%; with 50% employer match about $155,001 at 4% or $103,334 at 6%; with 100% employer match about $116,251 at 4% or $77,501 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 15 | $1,537,184 | $205,124 | $13,675iApproximate average salary by contribution assumption: employee only about $341,873 at 4% or $227,916 at 6%; with 50% employer match about $227,916 at 4% or $151,944 at 6%; with 100% employer match about $170,937 at 4% or $113,958 at 6%. |
| 2019 | 2 | 30 | $6,778,098 | $531,326 | $17,711iApproximate average salary by contribution assumption: employee only about $442,772 at 4% or $295,181 at 6%; with 50% employer match about $295,181 at 4% or $196,787 at 6%; with 100% employer match about $221,386 at 4% or $147,591 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 30 | $5,579,329 | $309,576 | $10,319iApproximate average salary by contribution assumption: employee only about $257,980 at 4% or $171,987 at 6%; with 50% employer match about $171,987 at 4% or $114,658 at 6%; with 100% employer match about $128,990 at 4% or $85,993 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 16 | $1,198,769 | $221,750 | $13,859iApproximate average salary by contribution assumption: employee only about $346,484 at 4% or $230,990 at 6%; with 50% employer match about $230,990 at 4% or $153,993 at 6%; with 100% employer match about $173,242 at 4% or $115,495 at 6%. |
| 2018 | 2 | 27 | $5,310,906 | $513,350 | $19,013iApproximate average salary by contribution assumption: employee only about $475,324 at 4% or $316,883 at 6%; with 50% employer match about $316,883 at 4% or $211,255 at 6%; with 100% employer match about $237,662 at 4% or $158,441 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 27 | $4,436,324 | $294,785 | $10,918iApproximate average salary by contribution assumption: employee only about $272,949 at 4% or $181,966 at 6%; with 50% employer match about $181,966 at 4% or $121,311 at 6%; with 100% employer match about $136,475 at 4% or $90,983 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 16 | $874,582 | $218,565 | $13,660iApproximate average salary by contribution assumption: employee only about $341,508 at 4% or $227,672 at 6%; with 50% employer match about $227,672 at 4% or $151,781 at 6%; with 100% employer match about $170,754 at 4% or $113,836 at 6%. |
| 2017 | 2 | 30 | $5,161,560 | $524,754 | $17,492iApproximate average salary by contribution assumption: employee only about $437,295 at 4% or $291,530 at 6%; with 50% employer match about $291,530 at 4% or $194,353 at 6%; with 100% employer match about $218,648 at 4% or $145,765 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 30 | $4,469,885 | $309,127 | $10,304iApproximate average salary by contribution assumption: employee only about $257,606 at 4% or $171,737 at 6%; with 50% employer match about $171,737 at 4% or $114,491 at 6%; with 100% employer match about $128,803 at 4% or $85,869 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 17 | $691,675 | $215,627 | $12,684iApproximate average salary by contribution assumption: employee only about $317,099 at 4% or $211,399 at 6%; with 50% employer match about $211,399 at 4% or $140,933 at 6%; with 100% employer match about $158,549 at 4% or $105,700 at 6%. |
| 2016 | 2 | 24 | $4,138,232 | $705,974 | $29,416iApproximate average salary by contribution assumption: employee only about $735,390 at 4% or $490,260 at 6%; with 50% employer match about $490,260 at 4% or $326,840 at 6%; with 100% employer match about $367,695 at 4% or $245,130 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 24 | $3,699,918 | $273,756 | $11,407iApproximate average salary by contribution assumption: employee only about $285,163 at 4% or $190,108 at 6%; with 50% employer match about $190,108 at 4% or $126,739 at 6%; with 100% employer match about $142,581 at 4% or $95,054 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 18 | $438,314 | $432,218 | $24,012iApproximate average salary by contribution assumption: employee only about $600,303 at 4% or $400,202 at 6%; with 50% employer match about $400,202 at 4% or $266,801 at 6%; with 100% employer match about $300,151 at 4% or $200,101 at 6%. |
| 2015 | 2 | 19 | $2,971,235 | $184,580 | $9,715iApproximate average salary by contribution assumption: employee only about $242,868 at 4% or $161,912 at 6%; with 50% employer match about $161,912 at 4% or $107,942 at 6%; with 100% employer match about $121,434 at 4% or $80,956 at 6%. |
| GEAUX ENDO PEDO RETIREMENT PLAN & TRUST | - | 16 | $2,971,235 | $184,580 | $11,536iApproximate average salary by contribution assumption: employee only about $288,406 at 4% or $192,271 at 6%; with 50% employer match about $192,271 at 4% or $128,181 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%. |
| Geaux Endo Pedo Defined Benefit Cash Balance Plan & Trust | - | 19 | $0 | $0 | - |