Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Parametric Solutions 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, Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Parametric Solutions Inc. under EIN 25-1705516 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $24,251,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parametric Solutions Inc.
- EIN
- 25-1705516
- Plan number
- 001
- Plan type
- 2
- Location
- Jupiter, FL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $24,251,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241015074840NAL0027781185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,251,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,251,786
- Net assets (BOY)
- $21,038,272
Income & contributions
- Employer contributions
- $418,126
- Participant contributions
- $1,196,981
- Total contributions
- $1,615,107
- Total income / additions
- $5,335,670
Expenses & distributions
- Benefits paid
- $2,078,394
- Administrative expenses
- $43,762
- Total expenses
- $2,122,156
- Net increase / (decrease)
- $3,213,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,142 | $0 | 2023 |
| Expand Financial | ADVISOR | $21,620 | not reported in the loaded dataset | 2023 |