The Parlour Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Parlour 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, The Parlour Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Parlour Inc. under EIN 84-1117723 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $5,963,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Parlour Inc.
- EIN
- 84-1117723
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $5,963,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241015130748NAL0049535920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,963,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,963,849
- Net assets (BOY)
- $4,742,282
Income & contributions
- Employer contributions
- $131,721
- Participant contributions
- $302,137
- Total contributions
- $433,858
- Total income / additions
- $1,380,687
Expenses & distributions
- Benefits paid
- $102,322
- Administrative expenses
- $49,615
- Total expenses
- $159,120
- Net increase / (decrease)
- $1,221,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | OTHER | $19,016 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,273 | $0 | 2023 |
| Cpas Haynie & Company | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Douglas & Co Dba Great Western Bank | OTHER | $1,585 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Parlour Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- First Interstate Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Cpas Haynie & Company — Schedule C compensation
- Douglas & Co Dba Great Western Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation