2023 Form 5500 filing — Parish Management Consultants Salary Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250307184234NAL0019273232001) for Parish Management Consultants Salary Savings Plan, reported by Parish Management Consultants LLC under EIN 04-3690711 and plan number 002. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307184234NAL0019273232001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Parish Management Consultants LLC
- EIN
- 04-3690711
- Plan number
- 002
- Location
- Metairie, LA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,892,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,892,947
- Employer contributions
- $115,115
- Participant contributions
- $541,880
- Total income / additions
- $6,792,336
- Benefits paid
- $12,467,916
- Administrative expenses
- $39,360
- Total expenses
- $12,524,795
- Net increase / (decrease)
- -$5,732,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $18,748 | not reported in the loaded dataset |
| E.K. Lozano & Company, LLC | ACCOUNTANT AUDITOR | $10,825 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,219 | not reported in the loaded dataset |