2023 Form 5500 filing — Patriot Transportation Holding, Inc. 401(K)

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 20241015095200NAL0014347283001) for Patriot Transportation Holding, Inc. 401(K), reported by Patriot Transportation Holding, Inc under EIN 47-2482414 and plan number 001. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$35.5MReported net assets$35,512,917

Participants736

Provider compensation$44.3K2 Schedule C row(s)$44,331

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015095200NAL0014347283001
Plan sponsor: Patriot Transportation Holding, Inc
EIN: 47-2482414
Plan number: 001
Location: Jacksonville, FL
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)$35.5M total assets

Net assets$35.5MLiabilities$0

Money in vs. money out

Total income / additions$7.6M

Total expenses$3.4M

Benefits paid / distributions$3.3M

Contributions

Employer$542.3K

Participant$1.7M

Full reported line items

Total assets (EOY): $35,512,917
Total liabilities (EOY): $0
Net assets (EOY): $35,512,917
Employer contributions: $542,284
Participant contributions: $1,707,571
Total income / additions: $7,594,598
Benefits paid: $3,259,809
Administrative expenses: $44,355
Total expenses: $3,422,146
Net increase / (decrease): $4,172,452

Schedule C

Reported service provider compensation

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

1
Hancock Askew & Co., LLC$26K
ACCOUNTANT · Direct $26K
2
Merrill Lynch, Pierce, Fenner And S$18.3K
RECORDKEEPER · Direct $18.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015095200NAL0014347283001 cover?: It is the 2023 Form 5500 filing for Patriot Transportation Holding, Inc. 401(K), reported by Patriot Transportation Holding, Inc (EIN 47-2482414).
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).