Patriot Group Global Retirement Plan — Form 5500 plan (Patriot Group Global, 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 Global Retirement Plan is a benefit plan reported by Patriot Group Global, Inc. under EIN 20-2727341 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants655Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Patriot Group Global, Inc.
EIN
20-2727341
Plan number
001
Plan type
2
Location
Conway, NH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    655 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$215.6K
Total expenses$93.2K
Benefits paid / distributions$89.4K
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,419,853

Income & contributions

Total income / additions
$215,583

Expenses & distributions

Benefits paid
$89,382
Administrative expenses
$3,837
Total expenses
$93,219
Net increase / (decrease)
$122,364
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income41%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages