Plan5500

Parr Brown Profit Sharing Plan — Form 5500 plan (Parr Brown Gee & Loveless, A Professional Corporation)

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, Parr Brown Profit Sharing Plan is a benefit plan reported by Parr Brown Gee & Loveless, A Professional Corporation under EIN 87-0307691 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $125,935,930 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$125.9MPlan net assets, end of year$125,935,930
Participants172Covered participants reported
Assets / participant$732.2KComputed: assets ÷ participants$732,186 (computed)
Provider compensation$100.9K3 Schedule C provider row(s)$100,882
Plan sponsor
Parr Brown Gee & Loveless, A Professional Corporation
EIN
87-0307691
Plan number
001
Plan type
2
Location
Salt Lake City, UT
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
    172 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$125.9M total assets
Net assets$125.9MLiabilities—
Money in vs. money out
Total income / additions$21.5M
Total expenses$10.9M
Benefits paid / distributions$10.8M
Contributions
Employer$2.8M
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$125,935,930
Net assets (EOY)
$125,935,930
Net assets (BOY)
$115,300,039

Income & contributions

Employer contributions
$2,821,218
Participant contributions
$1,574,584
Total contributions
$4,395,802
Total income / additions
$21,539,153

Expenses & distributions

Benefits paid
$10,802,380
Administrative expenses
$100,882
Total expenses
$10,903,262
Net increase / (decrease)
$10,635,891
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.

Contribution share (employer vs. participant)
Employer 64%Participant 36%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Global Retirement Partners LLC$57.2K
    NONE · Direct $57.2K
  2. 2
    Schwab Retirement Plan Services,Inc$43.7K
    NONE · Direct $43.7K
  3. 3
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages