2023 Form 5500 filing — Parry Financial Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725114152NAL0014385073001) for Parry Financial Retirement Plan, reported by Parry Financial under EIN 76-0725075 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22KReported net assets$22,017
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725114152NAL0014385073001
Plan sponsor
Parry Financial
EIN
76-0725075
Plan number
001
Location
Frisco, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22K total assets
Net assets$22KLiabilities
Money in vs. money out
Total income / additions$7.6K
Total expenses$57
Benefits paid / distributionsNot reported
Contributions
Employer$10.8K
Participant$2.7K
Full reported line items
Total assets (EOY)
$22,017
Net assets (EOY)
$22,017
Employer contributions
$10,790
Participant contributions
$2,725
Total income / additions
$7,635
Administrative expenses
$57
Total expenses
$57
Net increase / (decrease)
$7,578

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725114152NAL0014385073001 cover?
It is the 2023 Form 5500 filing for Parry Financial Retirement Plan, reported by Parry Financial (EIN 76-0725075).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages