How big is David Parish & Associates' plan?

David Parish & Associates' plan reported $1.9M in assets and 1 participants for 2023.

Original filing (PDF)20241015160549NAL0030282081001

David Parish & Associates

Name: David Parish & Associates — David Parish &, Form 5500 (2023)
Creator: David Parish & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Parish & Associates 401(k) Plan

401(k) retirement plan · David Parish & Associates' David Parish & Associates 401(k) Plan held $1.9M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

David Parish & Associates' EIN is 90-0956731.

EIN 90-0956731

Plan number 001

Plan year 2023

ACK ID 20241015160549NAL0030282081001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David Parish & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David Parish & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, 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 DAVID PARISH & ASSOCIATES.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score