Parish Management Consultants Salary Savings Plan — Form 5500 plan (Parish Management Consultants LLC)
Plain-English plan 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, Parish Management Consultants Salary Savings Plan is a benefit plan reported by Parish Management Consultants LLC under EIN 04-3690711 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $32,892,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parish Management Consultants LLC
- EIN
- 04-3690711
- Plan number
- 002
- Plan type
- 3
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $32,892,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20250307184234NAL0019273232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,892,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,892,947
- Net assets (BOY)
- $38,625,406
Income & contributions
- Employer contributions
- $115,115
- Participant contributions
- $541,880
- Total contributions
- $717,490
- Total income / additions
- $6,792,336
Expenses & distributions
- Benefits paid
- $12,467,916
- Administrative expenses
- $39,360
- Total expenses
- $12,524,795
- Net increase / (decrease)
- -$5,732,459
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $18,748 | not reported in the loaded dataset | 2023 |
| E.K. Lozano & Company, LLC | ACCOUNTANT AUDITOR | $10,825 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Parish Management Consultants LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Stokes Family Office LLC — Schedule C compensation
- E.K. Lozano & Company, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation