2023 Form 5500 filing — Paf 401(K) 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 20240826050958NAL0009408945001) for Paf 401(K) Plan, reported by Patient Advocate Foundation under EIN 54-1806317 and plan number 003. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826050958NAL0009408945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patient Advocate Foundation
- EIN
- 54-1806317
- Plan number
- 003
- Location
- Hampton, VA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,266,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,266,049
- Employer contributions
- $504,053
- Participant contributions
- $967,852
- Total income / additions
- $3,349,969
- Benefits paid
- $697,323
- Administrative expenses
- $51,464
- Total expenses
- $748,787
- Net increase / (decrease)
- $2,601,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davenport & Company LLC | INVESTMENT/FINANCIAL ADVI | $46,215 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,248 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |