2023 Form 5500 filing — Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust
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 20241015074840NAL0027781185001) for Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust, reported by Parametric Solutions Inc. under EIN 25-1705516 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074840NAL0027781185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parametric Solutions Inc.
- EIN
- 25-1705516
- Plan number
- 001
- Location
- Jupiter, FL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,251,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,251,786
- Employer contributions
- $418,126
- Participant contributions
- $1,196,981
- Total income / additions
- $5,335,670
- Benefits paid
- $2,078,394
- Administrative expenses
- $43,762
- Total expenses
- $2,122,156
- Net increase / (decrease)
- $3,213,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,142 | $0 |
| Expand Financial | ADVISOR | $21,620 | not reported in the loaded dataset |