Parametrix, Inc. Employee Stock Ownership Plan — Form 5500 plan (Parametrix, 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, Parametrix, Inc. Employee Stock Ownership Plan is a benefit plan reported by Parametrix, Inc. under EIN 91-0914810 and plan number 003. The latest loaded filing year is 2023. The filing reports 678 participants and $140,162,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Parametrix, Inc.
EIN
91-0914810
Plan number
003
Plan type
2
Location
Puyallup, WA
Latest filing year
2023
Participants
678
End-of-year plan assets
$140,162,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023678H, C20240731081203NAL0021205217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$140,162,337
Total liabilities (EOY)
$0
Net assets (EOY)
$140,162,337
Net assets (BOY)
$124,990,921

Income & contributions

Employer contributions
$4,741,699
Total contributions
$9,500,000
Total income / additions
$23,696,063

Expenses & distributions

Benefits paid
$8,449,854
Administrative expenses
$74,793
Total expenses
$8,524,647
Net increase / (decrease)
$15,171,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus, LLCNONE$38,443not reported in the loaded dataset2023
Prarie Capital AdvisorsNONE$18,128not reported in the loaded dataset2023
Clark Nuber P.S.NONE$18,000not reported in the loaded dataset2023

Related Form 5500 pages