Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan And Trust — Form 5500 plan (Parkhill, Smith & Cooper)

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, Parkhill, Smith & Cooper, Inc. Employees' Retirement Plan And Trust is a benefit plan reported by Parkhill, Smith & Cooper under EIN 75-1156936 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $64,994,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parkhill, Smith & Cooper
EIN
75-1156936
Plan number
001
Plan type
2
Location
Lubbock, TX
Latest filing year
2023
Participants
653
End-of-year plan assets
$64,994,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023653H, C20250605141003NAL0020272384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,994,690
Total liabilities (EOY)
$0
Net assets (EOY)
$64,994,690
Net assets (BOY)
$48,361,372

Income & contributions

Employer contributions
$3,452,485
Participant contributions
$2,731,618
Total contributions
$6,579,777
Total income / additions
$19,439,736

Expenses & distributions

Benefits paid
$2,738,967
Administrative expenses
$67,451
Total expenses
$2,806,418
Net increase / (decrease)
$16,633,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prime Capital Investment AdvisorsNONE$48,616not reported in the loaded dataset2023
Stancorp Financial GroupNONE$44,371not reported in the loaded dataset2023
Mercer AdvisorsNONE$6,982not reported in the loaded dataset2023

Related Form 5500 pages