Patriot Engineering 401(K) Plan — Form 5500 plan (Patriot Engineering & Environmental Co., 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 Engineering 401(K) Plan is a benefit plan reported by Patriot Engineering & Environmental Co., Inc. under EIN 30-0009632 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $9,951,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Engineering & Environmental Co., Inc.
- EIN
- 30-0009632
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $9,951,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240909095304NAL0004372177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,951,127
- Total liabilities (EOY)
- $3,915
- Net assets (EOY)
- $9,947,212
- Net assets (BOY)
- $8,270,565
Income & contributions
- Employer contributions
- $219,201
- Participant contributions
- $673,608
- Total contributions
- $904,217
- Total income / additions
- $2,733,593
Expenses & distributions
- Benefits paid
- $1,015,035
- Administrative expenses
- $41,911
- Total expenses
- $1,056,946
- Net increase / (decrease)
- $1,676,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $36,438 | $0 | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $3,533 | $10,000 | 2023 |
| Raymond James & Associates Inc | BROKER/ADVISER | $0 | $12,560 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patriot Engineering & Environmental Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation