Paragon Legal Group LLC 401(K) Plan — Form 5500 plan (Paragon Legal Group 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, Paragon Legal Group LLC 401(K) Plan is a benefit plan reported by Paragon Legal Group LLC under EIN 83-1487222 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $7,748,269 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,746,910
Participants170Covered participants reported
Assets / participant$45.6KComputed: assets ÷ participants$45,578 (computed)
Provider compensation$5K2 Schedule C provider row(s)$5,009
Plan sponsor
Paragon Legal Group LLC
EIN
83-1487222
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    170 participants · 2Sch HSch C
    View filing →
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)$7.7M total assets
Net assets$7.7MLiabilities$1.4K
Money in vs. money out
Total income / additions$2.5M
Total expenses$272.6K
Benefits paid / distributions$265.9K
Contributions
Employer$55K
Participant$911.8K
Full reported line items

Net assets

Total assets (EOY)
$7,748,269
Total liabilities (EOY)
$1,359
Net assets (EOY)
$7,746,910
Net assets (BOY)
$5,479,112

Income & contributions

Employer contributions
$55,000
Participant contributions
$911,837
Total contributions
$1,446,870
Total income / additions
$2,540,359

Expenses & distributions

Benefits paid
$265,877
Administrative expenses
$6,684
Total expenses
$272,561
Net increase / (decrease)
$2,267,798
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.

Contribution share (employer vs. participant)
Employer 6%Participant 94%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TPA · Direct $0 · Indirect $3.1K
  2. 2
    SERVICE PROVIDER · Direct $783 · Indirect $1.1K

What to inspect next

Frequently asked questions

Who sponsors the Paragon Legal Group LLC 401(K) Plan?
Paragon Legal Group LLC 401(K) Plan is reported as sponsored by Paragon Legal Group LLC (EIN 83-1487222, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Paragon Legal Group LLC 401(K) Plan?
The latest Form 5500 filing year loaded for Paragon Legal Group LLC 401(K) Plan is 2023.
How many participants does Paragon Legal Group LLC 401(K) Plan report?
Paragon Legal Group LLC 401(K) Plan reports 170 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Paragon Legal Group LLC 401(K) Plan?
Paragon Legal Group LLC 401(K) Plan reports $7,748,269 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages