Plan5500

Parsons Smith & Stone - Money Purchase Plan — Form 5500 plan (Parsons Smith & Stone)

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, Parsons Smith & Stone - Money Purchase Plan is a benefit plan reported by Parsons Smith & Stone under EIN 82-0256584 and plan number 003. The latest loaded filing year is 2023. The filing reports 6 participants and $2,793,880 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,793,880
Participants6Covered participants reported
Assets / participant$465.6KComputed: assets ÷ participants$465,647 (computed)
Provider compensationNone reported
Plan sponsor
Parsons Smith & Stone
EIN
82-0256584
Plan number
003
Plan type
2
Location
Burley, ID
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities—
Money in vs. money out
Total income / additions$630.6K
Total expenses$167.4K
Benefits paid / distributions$167.2K
Contributions
Employer$99.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,793,880
Net assets (EOY)
$2,793,880
Net assets (BOY)
$2,330,736

Income & contributions

Employer contributions
$99,724
Total income / additions
$630,588

Expenses & distributions

Benefits paid
$167,194
Administrative expenses
$250
Total expenses
$167,444
Net increase / (decrease)
$463,144
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages