2023 Form 5500 filing — Patentec 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 20241011082750NAL0010731635003) for Patentec Profit Sharing Plan Trust, reported by Patentec under EIN 52-1531600 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,868,409
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011082750NAL0010731635003
Plan sponsor
Patentec
EIN
52-1531600
Plan number
001
Location
Alexandria, VA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$230.2K
Total expenses$10.4K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,868,409
Net assets (EOY)
$1,868,409
Total income / additions
$230,224
Administrative expenses
$10,423
Total expenses
$10,423
Net increase / (decrease)
$219,801

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011082750NAL0010731635003 cover?
It is the 2023 Form 5500 filing for Patentec Profit Sharing Plan Trust, reported by Patentec (EIN 52-1531600).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages