Patriot Group International, Inc. 401(K) Plan — Form 5500 plan (Patriot Group International, Inc.)
Plain-English plan 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, Patriot Group International, Inc. 401(K) Plan is a benefit plan reported by Patriot Group International, Inc. under EIN 20-1416663 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $5,862,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Group International, Inc.
- EIN
- 20-1416663
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenton, VA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $5,862,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241010085612NAL0039564210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,862,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,862,457
- Net assets (BOY)
- $3,946,883
Income & contributions
- Employer contributions
- $618,540
- Participant contributions
- $978,819
- Total contributions
- $1,881,250
- Total income / additions
- $2,719,781
Expenses & distributions
- Benefits paid
- $764,291
- Administrative expenses
- $39,916
- Total expenses
- $804,207
- Net increase / (decrease)
- $1,915,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bakertilly | ACCOUNTANT/AUDITOR | $19,950 | not reported in the loaded dataset | 2023 |
| United Planners Financial Services | ADVISOR | $10,376 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,590 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patriot Group International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Warrenton, VA
- Bakertilly — Schedule C compensation
- United Planners Financial Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation