Parkway Property Investments, LLC 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Parkway Property Investments, LLC)

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, Parkway Property Investments, LLC 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Parkway Property Investments, LLC under EIN 82-2982849 and plan number 001. The latest loaded filing year is 2023. The filing reports 583 participants and $16,138,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parkway Property Investments, LLC
EIN
82-2982849
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
583
End-of-year plan assets
$16,138,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023583H, C20250923151118NAL0002627731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,138,210
Net assets (EOY)
$16,138,210
Net assets (BOY)
$15,877,620

Income & contributions

Employer contributions
$299,350
Participant contributions
$678,233
Total contributions
$1,025,262
Total income / additions
$3,756,417

Expenses & distributions

Benefits paid
$3,453,352
Administrative expenses
$42,475
Total expenses
$3,495,827
Net increase / (decrease)
$260,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Water Oak AdvisorsINVESTMENT ADVISOR$40,999$02023
Carpenter Morse GroupCONTRACT ADMINISTRATOR$4,700$8,3332023
Equitable Advisors LLCINVESTMENT ADVISOR$0$9,7342023

Related Form 5500 pages