2023 Form 5500 filing — Patented Retirement 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 20241014135424NAL0027477185001) for Patented Retirement Plan, reported by Patented Acquisition Corp Dba Think Patented under EIN 20-4558719 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135424NAL0027477185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patented Acquisition Corp Dba Think Patented
- EIN
- 20-4558719
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,718,647
- Total liabilities (EOY)
- $56,358
- Net assets (EOY)
- $10,662,289
- Employer contributions
- $52,392
- Participant contributions
- $419,828
- Total income / additions
- $2,285,051
- Benefits paid
- $444,325
- Administrative expenses
- $40,544
- Total expenses
- $541,227
- Net increase / (decrease)
- $1,743,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | INVESTMENT PROVIDER | $23,925 | not reported in the loaded dataset |
| July Business Services | RECORDKEEPER | $16,619 | not reported in the loaded dataset |