Patra Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Patra Corporation)
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, Patra Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Patra Corporation under EIN 20-2282001 and plan number 001. The latest loaded filing year is 2023. The filing reports 729 participants and $17,510,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patra Corporation
- EIN
- 20-2282001
- Plan number
- 001
- Plan type
- 2
- Location
- El Dorado Hills, CA
- Latest filing year
- 2023
- Participants
- 729
- End-of-year plan assets
- $17,510,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 729 | H, C | 20241008125135NAL0009657123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,510,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,510,337
- Net assets (BOY)
- $13,428,628
Income & contributions
- Employer contributions
- $414,677
- Participant contributions
- $2,321,017
- Total contributions
- $4,142,420
- Total income / additions
- $6,623,289
Expenses & distributions
- Benefits paid
- $2,393,134
- Administrative expenses
- $142,534
- Total expenses
- $2,541,580
- Net increase / (decrease)
- $4,081,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,639 | $0 | 2023 |
| Vita Planning Group LLC | INVESTMENT ADVISOR | $35,521 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,883 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patra Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Dorado Hills, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Vita Planning Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation