Parks & Sons Of Sun City, Inc. 401(K) Plan — Form 5500 plan (Parks & Sons Of Sun City, 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, Parks & Sons Of Sun City, Inc. 401(K) Plan is a benefit plan reported by Parks & Sons Of Sun City, Inc. under EIN 86-0390345 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $6,718,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parks & Sons Of Sun City, Inc.
EIN
86-0390345
Plan number
001
Plan type
2
Location
Youngtown, AZ
Latest filing year
2023
Participants
162
End-of-year plan assets
$6,718,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20251208162128NAL0002259330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,718,728
Net assets (EOY)
$6,718,728
Net assets (BOY)
$5,432,234

Income & contributions

Employer contributions
$161,450
Participant contributions
$445,058
Total contributions
$606,508
Total income / additions
$1,574,963

Expenses & distributions

Benefits paid
$234,187
Administrative expenses
$54,282
Total expenses
$288,469
Net increase / (decrease)
$1,286,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCRIA$18,194not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$1,471not reported in the loaded dataset2023

Related Form 5500 pages