Paragon Retirement Plan And Trust — Form 5500 plan (Paragon Films, 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, Paragon Retirement Plan And Trust is a benefit plan reported by Paragon Films, Inc. under EIN 73-1329447 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $16,618,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paragon Films, Inc.
EIN
73-1329447
Plan number
001
Plan type
2
Location
Broken Arrow, OK
Latest filing year
2023
Participants
319
End-of-year plan assets
$16,618,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20250119182626NAL0000639667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,618,346
Total liabilities (EOY)
$0
Net assets (EOY)
$16,618,346
Net assets (BOY)
$14,190,186

Income & contributions

Employer contributions
$675,649
Participant contributions
$1,273,854
Total contributions
$2,137,544
Total income / additions
$4,468,747

Expenses & distributions

Benefits paid
$1,960,115
Administrative expenses
$80,472
Total expenses
$2,040,587
Net increase / (decrease)
$2,428,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$50,757$02023
Prime Capital Investment AdvisorsADVISOR$29,715not reported in the loaded dataset2023

Related Form 5500 pages