Francis Parker School Of Louisville, Inc. Retirement Plan — Form 5500 plan (Francis Parker School Of Louisville, Inc.)

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, Francis Parker School Of Louisville, Inc. Retirement Plan is a benefit plan reported by Francis Parker School Of Louisville, Inc. under EIN 31-0896538 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $10,848,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Francis Parker School Of Louisville, Inc.
EIN
31-0896538
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
170
End-of-year plan assets
$10,848,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250127105517NAL0020388768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,848,544
Total liabilities (EOY)
$6,747
Net assets (EOY)
$10,841,797
Net assets (BOY)
$10,016,056

Income & contributions

Employer contributions
$209,287
Participant contributions
$350,467
Total contributions
$560,990
Total income / additions
$2,068,942

Expenses & distributions

Benefits paid
$1,211,908
Administrative expenses
$31,293
Total expenses
$1,243,201
Net increase / (decrease)
$825,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stegner Investment Associates, Inc.ADVISOR$20,000not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$8,827$02023

Related Form 5500 pages