2023 Form 5500 filing — Parasol Group 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 20241011113007NAL0021762609001) for Parasol Group 401(K) Plan, reported by Parasol Group, Inc. under EIN 82-2051845 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113007NAL0021762609001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Parasol Group, Inc.
- EIN
- 82-2051845
- Plan number
- 001
- Location
- West Jordan, UT
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,054,742
- Net assets (EOY)
- $2,054,742
- Employer contributions
- $177,300
- Participant contributions
- $232,811
- Total income / additions
- $745,971
- Benefits paid
- $194,484
- Administrative expenses
- $13,337
- Total expenses
- $216,709
- Net increase / (decrease)
- $529,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | FINANCIAL ADVISOR | $6,417 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $5,580 | not reported in the loaded dataset |
| Cook Martin Poulson, Pc | TPA | $1,340 | not reported in the loaded dataset |