Park Street Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Park Street Management (EIN 83-3236087) is a plan sponsor located in Lawrenceburg, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-3236087
Location
Lawrenceburg, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Park Street Management

  • 2 loaded plans hold $10.5M in reported assets.
  • The largest, Park Street Management, Inc. 401(K), holds 100% of this company's reported plan assets.
  • Plans cover 1,350 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,499,890
Total reported assets$10.5M$10,499,890
Total reported participants1.4K1,350
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$993.3K
Participant contributions$1.9M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Park Street Management, Inc. 401(K)
Participants per plan675Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 773 participants · 2023
  2. 2
    Park Street Management Benefit Plannot reported in the loaded dataset
    Plan #501 · 577 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Park Street Management. Open one for its full reported snapshot.

  1. 2023
    Park Street Management, Inc. 401(K)773 participants · 2Sch HSch C
    View filing →
  2. 2023
    Park Street Management Benefit Plan577 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Park Street Management report on Form 5500?
Park Street Management (EIN 83-3236087) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Park Street Management?
The Employer Identification Number (EIN) reported for Park Street Management is 83-3236087.
What is the latest Form 5500 filing year for Park Street Management?
The latest loaded Form 5500 filing year for Park Street Management is 2023.

Related Form 5500 pages