Plan5500

Parasol Group 401(K) Plan — Form 5500 plan (Parasol Group, 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, Parasol Group 401(K) Plan is a benefit plan reported by Parasol Group, Inc. under EIN 82-2051845 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $2,054,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parasol Group, Inc.
EIN
82-2051845
Plan number
001
Plan type
3
Location
West Jordan, UT
Latest filing year
2023
Participants
310
End-of-year plan assets
$2,054,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241011113007NAL0021762609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,054,742
Net assets (EOY)
$2,054,742
Net assets (BOY)
$1,525,480

Income & contributions

Employer contributions
$177,300
Participant contributions
$232,811
Total contributions
$410,111
Total income / additions
$745,971

Expenses & distributions

Benefits paid
$194,484
Administrative expenses
$13,337
Total expenses
$216,709
Net increase / (decrease)
$529,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCFINANCIAL ADVISOR$6,417not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$5,580not reported in the loaded dataset2023
Cook Martin Poulson, PcTPA$1,340not reported in the loaded dataset2023

Related Form 5500 pages