2023 Form 5500 filing — Parkway Property Investments, LLC 401(K) Profit Sharing Retirement 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 20250923151118NAL0002627731001) for Parkway Property Investments, LLC 401(K) Profit Sharing Retirement Plan, reported by Parkway Property Investments, LLC under EIN 82-2982849 and plan number 001. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923151118NAL0002627731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parkway Property Investments, LLC
- EIN
- 82-2982849
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,138,210
- Net assets (EOY)
- $16,138,210
- Employer contributions
- $299,350
- Participant contributions
- $678,233
- Total income / additions
- $3,756,417
- Benefits paid
- $3,453,352
- Administrative expenses
- $42,475
- Total expenses
- $3,495,827
- Net increase / (decrease)
- $260,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Water Oak Advisors | INVESTMENT ADVISOR | $40,999 | $0 |
| Carpenter Morse Group | CONTRACT ADMINISTRATOR | $4,700 | $8,333 |
| Equitable Advisors LLC | INVESTMENT ADVISOR | $0 | $9,734 |