2023 Form 5500 filing — Pattison Sand Company, L.L.C. 401(K) Profit Sharing 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 20241014090548NAL0014676515001) for Pattison Sand Company, L.L.C. 401(K) Profit Sharing Plan, reported by Pattison Sand Company, L.L.C. under EIN 26-0130847 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090548NAL0014676515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pattison Sand Company, L.L.C.
- EIN
- 26-0130847
- Plan number
- 001
- Location
- Garnavillo, IA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,768,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,768,896
- Employer contributions
- $423,122
- Participant contributions
- $615,245
- Total income / additions
- $2,436,394
- Benefits paid
- $501,927
- Administrative expenses
- $36,021
- Total expenses
- $537,948
- Net increase / (decrease)
- $1,898,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accel Wealth Management LLC | NONE | $30,554 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $5,467 | $0 |