James G. Parker Insurance Associates Employees 401k Plan — Form 5500 plan (James G. Parker Insurance Associates)
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, James G. Parker Insurance Associates Employees 401k Plan is a benefit plan reported by James G. Parker Insurance Associates under EIN 94-2494444 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $16,452,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James G. Parker Insurance Associates
- EIN
- 94-2494444
- Plan number
- 002
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $16,452,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240927154656NAL0001172147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,452,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,452,747
- Net assets (BOY)
- $13,446,163
Income & contributions
- Employer contributions
- $133,646
- Participant contributions
- $1,015,912
- Total contributions
- $1,496,068
- Total income / additions
- $3,503,812
Expenses & distributions
- Benefits paid
- $432,145
- Administrative expenses
- $59,406
- Total expenses
- $497,228
- Net increase / (decrease)
- $3,006,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $28,620 | not reported in the loaded dataset | 2023 |
| Great West Life And Annuity | RECORDKEEPER | $22,087 | $0 | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MGR. | $10,050 | not reported in the loaded dataset | 2023 |
| Fox & Fox | CONTRACT ADMIN | $0 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | BROKERAGE SERVICES | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James G. Parker Insurance Associates
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Pensionmark Financial Group — Schedule C compensation
- Great West Life And Annuity — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation
- Fox & Fox — Schedule C compensation
- Td Ameritrade — Schedule C compensation