2023 Form 5500 filing — James G. Parker Insurance Associates Employees 401k 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 20240927154656NAL0001172147001) for James G. Parker Insurance Associates Employees 401k Plan, reported by James G. Parker Insurance Associates under EIN 94-2494444 and plan number 002. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927154656NAL0001172147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James G. Parker Insurance Associates
- EIN
- 94-2494444
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,452,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,452,747
- Employer contributions
- $133,646
- Participant contributions
- $1,015,912
- Total income / additions
- $3,503,812
- Benefits paid
- $432,145
- Administrative expenses
- $59,406
- Total expenses
- $497,228
- Net increase / (decrease)
- $3,006,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $28,620 | not reported in the loaded dataset |
| Great West Life And Annuity | RECORDKEEPER | $22,087 | $0 |
| Empower Retirement Advisory Service | INVESTMENT MGR. | $10,050 | not reported in the loaded dataset |
| Fox & Fox | CONTRACT ADMIN | $0 | not reported in the loaded dataset |
| Td Ameritrade | BROKERAGE SERVICES | $0 | not reported in the loaded dataset |