French & Parrello Associates, P.A. 401(K) Savings Plan — Form 5500 plan (French & Parrello Associates, P.A.)

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, French & Parrello Associates, P.A. 401(K) Savings Plan is a benefit plan reported by French & Parrello Associates, P.A. under EIN 13-2800489 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $24,918,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
French & Parrello Associates, P.A.
EIN
13-2800489
Plan number
001
Plan type
2
Location
Wall, NJ
Latest filing year
2023
Participants
202
End-of-year plan assets
$24,918,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241009160935NAL0019603025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,918,411
Total liabilities (EOY)
$0
Net assets (EOY)
$24,918,411
Net assets (BOY)
$18,582,606

Income & contributions

Employer contributions
$472,062
Participant contributions
$1,695,455
Total contributions
$2,614,002
Total income / additions
$6,656,025

Expenses & distributions

Benefits paid
$254,316
Administrative expenses
$65,904
Total expenses
$320,220
Net increase / (decrease)
$6,335,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Capital GroupADVISOR$80,234not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$14,330$02023

Related Form 5500 pages