2023 Form 5500 filing — Parchment LLC 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 20241015132617NAL0016485075001) for Parchment LLC 401(K) Profit Sharing Plan And Trust, reported by Parchment LLC under EIN 95-4830072 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,573,381
Participants345
Provider compensation$71.3K3 Schedule C row(s)$71,318
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132617NAL0016485075001
Plan sponsor
Parchment LLC
EIN
95-4830072
Plan number
001
Location
Paradise Valley, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$517.1K
Participant$2.5M
Full reported line items
Total assets (EOY)
$15,573,381
Total liabilities (EOY)
$0
Net assets (EOY)
$15,573,381
Employer contributions
$517,084
Participant contributions
$2,458,208
Total income / additions
$5,957,048
Benefits paid
$2,888,434
Administrative expenses
$71,318
Total expenses
$2,959,800
Net increase / (decrease)
$2,997,248
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $41.9K · Indirect $0
  2. 2
    ADVISOR · Direct $21.9K
  3. 3
    ADVISOR · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132617NAL0016485075001 cover?
It is the 2023 Form 5500 filing for Parchment LLC 401(K) Profit Sharing Plan And Trust, reported by Parchment LLC (EIN 95-4830072).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages