Gregory M. Parker, Inc. 401k Plan — Form 5500 plan (Gregory M. Parker, 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, Gregory M. Parker, Inc. 401k Plan is a benefit plan reported by Gregory M. Parker, Inc. under EIN 58-1808864 and plan number 001. The latest loaded filing year is 2023. The filing reports 767 participants and $4,185,871 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.2MPlan net assets, end of year$4,168,988
Participants767Covered participants reported
Assets / participant$5.5KComputed: assets ÷ participants$5,457 (computed)
Provider compensation$43.5K2 Schedule C provider row(s)$43,536
- Plan sponsor
- Gregory M. Parker, Inc.
- EIN
- 58-1808864
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 767 | H, C | 20241011120654NAL0036863824001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$16.9K
Full reported line items
Net assets
- Total assets (EOY)
- $4,185,871
- Total liabilities (EOY)
- $16,883
- Net assets (EOY)
- $4,168,988
- Net assets (BOY)
- $3,527,630
Income & contributions
- Employer contributions
- $370,258
- Participant contributions
- $544,448
- Total contributions
- $1,031,177
- Total income / additions
- $1,565,704
Expenses & distributions
- Benefits paid
- $881,071
- Administrative expenses
- $43,275
- Total expenses
- $924,346
- Net increase / (decrease)
- $641,358
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | RECORDKEEPER | $23,902 | $261 | 2023 |
| The Fiduciary Group | INVESTMENT ADVISOR | $19,373 | not reported in the loaded dataset | 2023 |