2023 Form 5500 filing — Padgett, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240513133141NAL0032043507001) for Padgett, Inc. Retirement Savings Plan, reported by Padgett, Inc. under EIN 35-1107908 and plan number 001. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$6,992,721
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240513133141NAL0032043507001
Plan sponsor
Padgett, Inc.
EIN
35-1107908
Plan number
001
Location
New Albany, IN
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$479.9K
Participant$368.9K
Full reported line items
Total assets (EOY)
$6,992,721
Total liabilities (EOY)
$0
Net assets (EOY)
$6,992,721
Employer contributions
$479,896
Participant contributions
$368,889
Total income / additions
$1,721,965
Benefits paid
$1,129,970
Administrative expenses
$18,339
Total expenses
$1,148,309
Net increase / (decrease)
$573,656

Related Form 5500 pages