2023 Form 5500 filing — Patton Wings, Inc. 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 20241015084559NAL0047079744001) for Patton Wings, Inc. 401(K) Plan, reported by Patton Wings, Inc. under EIN 03-0606420 and plan number 001. It reports 3,451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084559NAL0047079744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patton Wings, Inc.
- EIN
- 03-0606420
- Plan number
- 001
- Location
- Shelby Township, MI
- Participants
- 3,451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,863,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,863,035
- Employer contributions
- $485,820
- Participant contributions
- $951,337
- Total income / additions
- $2,974,869
- Benefits paid
- $1,109,000
- Administrative expenses
- $74,141
- Total expenses
- $1,183,141
- Net increase / (decrease)
- $1,791,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $44,273 | $0 |
| Hungerford Nichols | AUDITOR | $19,900 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | ADVISOR | $6,408 | not reported in the loaded dataset |