2023 Form 5500 filing — Parker Mccay P.A. 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 20241014122823NAL0027267297001) for Parker Mccay P.A. Savings Plan, reported by Parker Mccay P.A. under EIN 22-2022169 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122823NAL0027267297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parker Mccay P.A.
- EIN
- 22-2022169
- Plan number
- 002
- Location
- Mount Laurel, NJ
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,727,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,727,773
- Employer contributions
- $631,278
- Participant contributions
- $1,200,675
- Total income / additions
- $9,230,265
- Benefits paid
- $2,766,885
- Administrative expenses
- $89,295
- Total expenses
- $2,856,180
- Net increase / (decrease)
- $6,374,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $38,385 | $0 |
| Morgan Stanley | ADVISOR | $33,750 | not reported in the loaded dataset |
| Bowman And Company Llp | AUDITOR | $12,200 | not reported in the loaded dataset |