401k Plan data: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN plan

ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN
Plan identification number	001

ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ST DENIS J VILLERE & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ST DENIS J VILLERE & COMPANY, LLC

Employer identification number (EIN): 720343760

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GEORGE V. YOUNG 2024-03-07
001 2022-01-01 GEORGE V. YOUNG 2023-02-22
001 2021-01-01 GEORGE V. YOUNG 2022-02-22
001 2020-01-01 GEORGE V. YOUNG 2021-04-22
001 2019-01-01 GEORGE V. YOUNG 2020-02-05
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GEORGE V. YOUNG
001 2013-01-01 GEORGE V. YOUNG
001 2012-01-01 GEORGE V. YOUNG
001 2011-01-01 GEORGE V. YOUNG
001 2010-01-01 GEORGE V. YOUNG
001 2009-01-01 GEORGE V. YOUNG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	GEORGE V. YOUNG	2024-03-07
001	2022-01-01	GEORGE V. YOUNG	2023-02-22
001	2021-01-01	GEORGE V. YOUNG	2022-02-22
001	2020-01-01	GEORGE V. YOUNG	2021-04-22
001	2019-01-01	GEORGE V. YOUNG	2020-02-05
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GEORGE V. YOUNG
001	2013-01-01	GEORGE V. YOUNG
001	2012-01-01	GEORGE V. YOUNG
001	2011-01-01	GEORGE V. YOUNG
001	2010-01-01	GEORGE V. YOUNG
001	2009-01-01	GEORGE V. YOUNG

Plan Statistics for ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN

Measure Date Value
2023: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 9
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 2
Total of all active and inactive participants 2023-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
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 2
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
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 1
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 1
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	9
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	2
Total of all active and inactive participants	2023-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
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	2
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
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	1
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	1
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN

Measure	Date	Value
2023 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,800,137
Expenses. Total of all expenses incurred	2023-12-31	$4,526,236
Benefits paid (including direct rollovers)	2023-12-31	$4,526,236
Total plan assets at end of year	2023-12-31	$18,445,264
Total plan assets at beginning of year	2023-12-31	$20,171,363
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$158,680
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,392,481
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-1,726,099
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$18,445,264
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$20,171,363
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$299,615
Total contributions received or receivable from employer(s)	2023-12-31	$248,976
2022 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-5,934,613
Expenses. Total of all expenses incurred	2022-12-31	$635,350
Benefits paid (including direct rollovers)	2022-12-31	$635,350
Total plan assets at end of year	2022-12-31	$20,171,363
Total plan assets at beginning of year	2022-12-31	$26,741,326
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$164,540
Other income received	2022-12-31	$-6,359,706
Net income (gross income less expenses)	2022-12-31	$-6,569,963
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$20,171,363
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$26,741,326
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$197,843
Total contributions received or receivable from employer(s)	2022-12-31	$260,553
2021 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,803,644
Expenses. Total of all expenses incurred	2021-12-31	$621,726
Benefits paid (including direct rollovers)	2021-12-31	$621,726
Total plan assets at end of year	2021-12-31	$26,741,326
Total plan assets at beginning of year	2021-12-31	$24,559,408
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$170,540
Other income received	2021-12-31	$2,374,196
Net income (gross income less expenses)	2021-12-31	$2,181,918
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$26,741,326
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$24,559,408
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$449,076
Total contributions received or receivable from employer(s)	2021-12-31	$258,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$4,166,538
Expenses. Total of all expenses incurred	2020-12-31	$327,020
Benefits paid (including direct rollovers)	2020-12-31	$327,020
Total plan assets at end of year	2020-12-31	$24,559,408
Total plan assets at beginning of year	2020-12-31	$20,719,890
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$168,760
Contributions received from other sources (not participants or employers)	2020-12-31	$550,118
Other income received	2020-12-31	$3,197,055
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$3,839,518
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$24,559,408
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$20,719,890
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$280,776
Total contributions received or receivable from employer(s)	2020-12-31	$250,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$4,792,715
Expenses. Total of all expenses incurred	2019-12-31	$345,720
Benefits paid (including direct rollovers)	2019-12-31	$345,720
Total plan assets at end of year	2019-12-31	$20,719,890
Total plan assets at beginning of year	2019-12-31	$16,272,895
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$174,840
Other income received	2019-12-31	$4,359,720
Net income (gross income less expenses)	2019-12-31	$4,446,995
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$20,719,890
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$16,272,895
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$115,715
Total contributions received or receivable from employer(s)	2019-12-31	$258,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-600,283
Expenses. Total of all expenses incurred	2018-12-31	$202,530
Benefits paid (including direct rollovers)	2018-12-31	$202,530
Total plan assets at end of year	2018-12-31	$16,272,895
Total plan assets at beginning of year	2018-12-31	$17,075,708
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$153,500
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-991,999
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-802,813
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$16,272,895
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$17,075,708
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$115,715
Total contributions received or receivable from employer(s)	2018-12-31	$238,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$6,162,975
Expenses. Total of all expenses incurred	2017-12-31	$269,554
Benefits paid (including direct rollovers)	2017-12-31	$269,554
Total plan assets at end of year	2017-12-31	$17,075,708
Total plan assets at beginning of year	2017-12-31	$11,182,287
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$138,928
Contributions received from other sources (not participants or employers)	2017-12-31	$4,569,855
Other income received	2017-12-31	$1,227,875
Net income (gross income less expenses)	2017-12-31	$5,893,421
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$17,075,708
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,182,287
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$115,715
Total contributions received or receivable from employer(s)	2017-12-31	$226,317
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,617,619
Expenses. Total of all expenses incurred	2016-12-31	$273,422
Benefits paid (including direct rollovers)	2016-12-31	$273,422
Total plan assets at end of year	2016-12-31	$11,182,287
Total plan assets at beginning of year	2016-12-31	$9,838,090
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$140,228
Other income received	2016-12-31	$1,248,963
Net income (gross income less expenses)	2016-12-31	$1,344,197
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,182,287
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,838,090
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$115,715
Total contributions received or receivable from employer(s)	2016-12-31	$228,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-1,015,423
Expenses. Total of all expenses incurred	2015-12-31	$177,710
Benefits paid (including direct rollovers)	2015-12-31	$177,710
Total plan assets at end of year	2015-12-31	$9,838,090
Total plan assets at beginning of year	2015-12-31	$11,031,223
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$138,312
Other income received	2015-12-31	$-1,378,102
Net income (gross income less expenses)	2015-12-31	$-1,193,133
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,838,090
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,031,223
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$88,353
Total contributions received or receivable from employer(s)	2015-12-31	$224,367
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-4,923,886
Expenses. Total of all expenses incurred	2014-12-31	$6,301,615
Benefits paid (including direct rollovers)	2014-12-31	$6,301,590
Total plan assets at end of year	2014-12-31	$11,031,223
Total plan assets at beginning of year	2014-12-31	$22,256,724
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$127,430
Contributions received from other sources (not participants or employers)	2014-12-31	$134,060
Other income received	2014-12-31	$-5,374,946
Net income (gross income less expenses)	2014-12-31	$-11,225,501
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,031,223
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$22,256,724
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$88,638
Total contributions received or receivable from employer(s)	2014-12-31	$189,570
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$8,764,300
Expenses. Total of all expenses incurred	2013-12-31	$359,799
Benefits paid (including direct rollovers)	2013-12-31	$359,615
Total plan assets at end of year	2013-12-31	$22,256,724
Total plan assets at beginning of year	2013-12-31	$13,852,223
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$100,930
Other income received	2013-12-31	$8,491,751
Net income (gross income less expenses)	2013-12-31	$8,404,501
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$22,256,724
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,852,223
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$90,000
Total contributions received or receivable from employer(s)	2013-12-31	$171,619
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,707,348
Expenses. Total of all expenses incurred	2012-12-31	$125,903
Benefits paid (including direct rollovers)	2012-12-31	$125,728
Total plan assets at end of year	2012-12-31	$13,852,223
Total plan assets at beginning of year	2012-12-31	$9,270,778
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$97,220
Contributions received from other sources (not participants or employers)	2012-12-31	$22,952
Other income received	2012-12-31	$4,424,989
Net income (gross income less expenses)	2012-12-31	$4,581,445
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,852,223
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,270,778
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$90,000
Total contributions received or receivable from employer(s)	2012-12-31	$162,187
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$620,607
Expenses. Total of all expenses incurred	2011-12-31	$134,733
Benefits paid (including direct rollovers)	2011-12-31	$134,583
Total plan assets at end of year	2011-12-31	$9,270,778
Total plan assets at beginning of year	2011-12-31	$8,784,904
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$96,180
Other income received	2011-12-31	$362,191
Net income (gross income less expenses)	2011-12-31	$485,874
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,270,778
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,784,904
Total contributions received or receivable from employer(s)	2011-12-31	$162,236
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,196,238
Expenses. Total of all expenses incurred	2010-12-31	$88,347
Benefits paid (including direct rollovers)	2010-12-31	$88,250
Total plan assets at end of year	2010-12-31	$8,784,904
Total plan assets at beginning of year	2010-12-31	$6,677,013
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$95,135
Expenses. Other expenses not covered elsewhere	2010-12-31	$97
Other income received	2010-12-31	$1,942,284
Net income (gross income less expenses)	2010-12-31	$2,107,891
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,784,904
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,677,013
Total contributions received or receivable from employer(s)	2010-12-31	$158,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN

2023: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 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: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 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: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 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: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 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
2019: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ST DENIS J VILLERE & COMPANY, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ST DENIS J VILLERE & COMPANY, LLC
Employer identification number (EIN):	720343760
NAIC Classification:	523900