Original filing (PDF)20240522205706NAL0007550032001

Parkinson Phinney, LLP

Name: Parkinson Phinney, LLP — Parkinson Phinney, LLP, Form 5500 (2023)
Creator: Parkinson Phinney, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parkinson Phinney, LLP Retirement Plan

401(k) retirement plan · Parkinson Phinney, LLP's Parkinson Phinney, LLP Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Donna Parkinson signed Parkinson Phinney, LLP's 2023 Form 5500 as plan administrator.

Donna Parkinson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Parkinson Phinney, LLP's EIN is 20-2715461.

EIN 20-2715461

Plan number 001

Plan year 2023

ACK ID 20240522205706NAL0007550032001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Parkinson Phinney, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Parkinson Phinney, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARKINSON PHINNEY, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score