Form 5500 · Retirement plan · JACKSONVILLE, FL
MOSELEY PRICHARD PARRISH KNIGHT & JONES, P.A.
The filing calls this plan MOSELEY PRICHARD PARRISH KNIGHT & JONES, P.A. 401(K) PROFIT SHARING PLAN.
MOSELEY PRICHARD PARRISH KNIGHT & JONES, P.A. of JACKSONVILLE, FL's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1309328 · plan 001 · plan year 2023, filed Jul 7, 2024
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with GENWORTH LIFE AND ANNUITY INSURANCE COMPANY.
$35 in agent commissions is disclosed across the contracts; CRUMP LIFE INSURANCE SERVICES INC is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY | Annuity / GIC | 1 | December | $1,738 | $35 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Annuity / GIC | 1 | December | $3,410 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
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