2023 Form 5500 filing — French & Parrello Associates, P.A. 401(K) Savings 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 20241009160935NAL0019603025001) for French & Parrello Associates, P.A. 401(K) Savings Plan, reported by French & Parrello Associates, P.A. under EIN 13-2800489 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160935NAL0019603025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- French & Parrello Associates, P.A.
- EIN
- 13-2800489
- Plan number
- 001
- Location
- Wall, NJ
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,918,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,918,411
- Employer contributions
- $472,062
- Participant contributions
- $1,695,455
- Total income / additions
- $6,656,025
- Benefits paid
- $254,316
- Administrative expenses
- $65,904
- Total expenses
- $320,220
- Net increase / (decrease)
- $6,335,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | ADVISOR | $80,234 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$14,330 | $0 |