Parsons Smith & Stone - Profit Sharing 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 - Profit Sharing Plan is a benefit plan reported by Parsons Smith & Stone under EIN 82-0256584 and plan number 004. The latest loaded filing year is 2023. The filing reports 6 participants and $759,907 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$759.9KPlan net assets, end of year$759,907
Participants6Covered participants reported
Assets / participant$126.7KComputed: assets ÷ participants$126,651 (computed)
Provider compensationNone reported
Plan sponsor
Parsons Smith & Stone
EIN
82-0256584
Plan number
004
Plan type
2
Location
Burley, ID
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20241015114511NAL0028235617006
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)$759.9K total assets
Net assets$759.9KLiabilities
Money in vs. money out
Total income / additions$176.1K
Total expenses$25.6K
Benefits paid / distributions$25.3K
Contributions
Employer$49.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$759,907
Net assets (EOY)
$759,907
Net assets (BOY)
$609,397

Income & contributions

Employer contributions
$49,862
Total income / additions
$176,126

Expenses & distributions

Benefits paid
$25,266
Administrative expenses
$350
Total expenses
$25,616
Net increase / (decrease)
$150,510
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 assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages