2023 Form 5500 filing — Jerry Pate Company Retirement 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 20240808121019NAL0008616800001) for Jerry Pate Company Retirement Plan, reported by Jerry Pate Company under EIN 59-3472632 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808121019NAL0008616800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerry Pate Company
- EIN
- 59-3472632
- Plan number
- 001
- Location
- Pensacola, FL
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,958,184
- Total liabilities (EOY)
- $103,741
- Net assets (EOY)
- $9,854,443
- Employer contributions
- $139,167
- Participant contributions
- $718,055
- Total income / additions
- $2,359,828
- Benefits paid
- $1,060,546
- Administrative expenses
- $818
- Total expenses
- $1,165,105
- Net increase / (decrease)
- $1,194,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southbridge Advisors LLC | INVESTMENT ADVISOR | $9,910 | not reported in the loaded dataset |
| Azalea Administration | CONTRACT ADMIN | $750 | $4,483 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $818 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $550 | $0 |