2023 Form 5500 filing — Parrish & Company 401(K) 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 20240906122301NAL0001764352001) for Parrish & Company 401(K) Plan, reported by Parrish & Company, Inc. under EIN 74-1730530 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,561,541
Participants151
Provider compensation$4.5K2 Schedule C row(s)$4,506
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906122301NAL0001764352001
Plan sponsor
Parrish & Company, Inc.
EIN
74-1730530
Plan number
001
Location
San Antonio, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$672
Money in vs. money out
Total income / additions$2.4M
Total expenses$372.6K
Benefits paid / distributions$305.7K
Contributions
Employer$407.1K
Participant$562.7K
Full reported line items
Total assets (EOY)
$11,562,213
Total liabilities (EOY)
$672
Net assets (EOY)
$11,561,541
Employer contributions
$407,141
Participant contributions
$562,697
Total income / additions
$2,382,614
Benefits paid
$305,676
Administrative expenses
$45,788
Total expenses
$372,635
Net increase / (decrease)
$2,009,979
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $2.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906122301NAL0001764352001 cover?
It is the 2023 Form 5500 filing for Parrish & Company 401(K) Plan, reported by Parrish & Company, Inc. (EIN 74-1730530).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages