2023 Form 5500 filing — Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan And Trust
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 20250605141003NAL0020272384001) for Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan And Trust, reported by Parkhill, Smith & Cooper under EIN 75-1156936 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250605141003NAL0020272384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parkhill, Smith & Cooper
- EIN
- 75-1156936
- Plan number
- 001
- Location
- Lubbock, TX
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,994,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,994,690
- Employer contributions
- $3,452,485
- Participant contributions
- $2,731,618
- Total income / additions
- $19,439,736
- Benefits paid
- $2,738,967
- Administrative expenses
- $67,451
- Total expenses
- $2,806,418
- Net increase / (decrease)
- $16,633,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advisors | NONE | $48,616 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $44,371 | not reported in the loaded dataset |
| Mercer Advisors | NONE | $6,982 | not reported in the loaded dataset |