2023 Form 5500 filing — Patriot Growth Insurance Services, LLC 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 20241015171812NAL0057439698001) for Patriot Growth Insurance Services, LLC 401(K) Plan, reported by Patriot Growth Insurance Services, LLC under EIN 83-1204744 and plan number 001. It reports 1,821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171812NAL0057439698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patriot Growth Insurance Services, LLC
- EIN
- 83-1204744
- Plan number
- 001
- Location
- Fort Washington, PA
- Participants
- 1,821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,522,504
- Total liabilities (EOY)
- $53,259
- Net assets (EOY)
- $109,469,245
- Employer contributions
- $6,112,514
- Participant contributions
- $12,581,907
- Total income / additions
- $41,375,466
- Benefits paid
- $6,385,923
- Administrative expenses
- $332,026
- Total expenses
- $6,784,950
- Net increase / (decrease)
- $34,590,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY PLAN SPONSOR | $167,129 | $0 |
| Pensionmark Financial Group, LLC | RETAINED BY PLAN SPONSOR | $164,897 | not reported in the loaded dataset |