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, Patenaude & Felix, Apc 401(K) Profit Sharing Plan is a benefit plan reported by Patenaude & Felix, A.P.C. under EIN 33-0749423 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $5,461,383 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,461,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,461,383
- Net assets (BOY)
- $4,521,832
Income & contributions
- Employer contributions
- $150,520
- Participant contributions
- $280,482
- Total contributions
- $431,869
- Total income / additions
- $1,405,809
Expenses & distributions
- Benefits paid
- $459,304
- Administrative expenses
- $5,615
- Total expenses
- $466,258
- Net increase / (decrease)
- $939,551