2023 Form 5500 filing — Foxhire / Patriot Software 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 20240911130020NAL0003650915001) for Foxhire / Patriot Software 401(K) Plan, reported by Patriot Software Company under EIN 61-1787822 and plan number 002. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,500,012
Participants520
Provider compensation$32.7K5 Schedule C row(s)$32,671
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911130020NAL0003650915001
Plan sponsor
Patriot Software Company
EIN
61-1787822
Plan number
002
Location
Canton, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$450.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$13,500,012
Total liabilities (EOY)
$0
Net assets (EOY)
$13,500,012
Employer contributions
$450,821
Participant contributions
$1,718,165
Total income / additions
$4,550,482
Benefits paid
$1,161,220
Administrative expenses
$32,671
Total expenses
$1,214,320
Net increase / (decrease)
$3,336,162
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $19.6K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $9K
  3. 3
    INVESTMENT ADVISOR · Direct $4K
  4. 4
    OTHER · Direct $56
  5. 5
    OTHER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911130020NAL0003650915001 cover?
It is the 2023 Form 5500 filing for Foxhire / Patriot Software 401(K) Plan, reported by Patriot Software Company (EIN 61-1787822).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages