2023 Form 5500 filing — Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust
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 20240902194623NAL0029711552001) for Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust, reported by Patterson & Dewar Engineers, Inc. under EIN 58-0676787 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240902194623NAL0029711552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patterson & Dewar Engineers, Inc.
- EIN
- 58-0676787
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,621,363
- Total liabilities (EOY)
- $265
- Net assets (EOY)
- $79,621,098
- Employer contributions
- $5,638,318
- Participant contributions
- $2,255,477
- Total income / additions
- $17,795,718
- Benefits paid
- $3,181,530
- Administrative expenses
- $38,854
- Total expenses
- $3,220,384
- Net increase / (decrease)
- $14,575,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $32,971 | $0 |
| The Retirement Advantage | PLAN ADMINISTRATOR | $1,774 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,110 | $0 |