Pare Corporation 401(K) Plan — Form 5500 plan (Pare Corporation)
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, Pare Corporation 401(K) Plan is a benefit plan reported by Pare Corporation under EIN 05-0349690 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $21,060,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pare Corporation
- EIN
- 05-0349690
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $21,060,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241008141336NAL0008443875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,060,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,060,282
- Net assets (BOY)
- $17,018,254
Income & contributions
- Employer contributions
- $502,844
- Participant contributions
- $1,537,974
- Total contributions
- $2,047,568
- Total income / additions
- $5,123,876
Expenses & distributions
- Benefits paid
- $1,080,917
- Administrative expenses
- $931
- Total expenses
- $1,081,848
- Net increase / (decrease)
- $4,042,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $45,067 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $931 | $0 | 2023 |