Parker Mccay P.A. Savings Plan — Form 5500 plan (Parker Mccay 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, Parker Mccay P.A. Savings Plan is a benefit plan reported by Parker Mccay P.A. under EIN 22-2022169 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $38,727,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parker Mccay P.A.
- EIN
- 22-2022169
- Plan number
- 002
- Plan type
- 2
- Location
- Mount Laurel, NJ
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $38,727,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241014122823NAL0027267297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,727,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,727,773
- Net assets (BOY)
- $32,353,688
Income & contributions
- Employer contributions
- $631,278
- Participant contributions
- $1,200,675
- Total contributions
- $2,670,496
- Total income / additions
- $9,230,265
Expenses & distributions
- Benefits paid
- $2,766,885
- Administrative expenses
- $89,295
- Total expenses
- $2,856,180
- Net increase / (decrease)
- $6,374,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $38,385 | $0 | 2023 |
| Morgan Stanley | ADVISOR | $33,750 | not reported in the loaded dataset | 2023 |
| Bowman And Company Llp | AUDITOR | $12,200 | not reported in the loaded dataset | 2023 |