D-Patrick, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (D-Patrick, 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, D-Patrick, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by D-Patrick, Inc. under EIN 35-1541040 and plan number 002. The latest loaded filing year is 2023. The filing reports 365 participants and $21,000,480 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D-Patrick, Inc.
EIN
35-1541040
Plan number
002
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
365
End-of-year plan assets
$21,000,480

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20250217131029NAL0001270547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,000,480
Total liabilities (EOY)
$0
Net assets (EOY)
$21,000,480
Net assets (BOY)
$18,532,167

Income & contributions

Employer contributions
$381,295
Participant contributions
$1,217,663
Total contributions
$1,751,455
Total income / additions
$5,105,933

Expenses & distributions

Benefits paid
$2,560,744
Administrative expenses
$66,697
Total expenses
$2,637,620
Net increase / (decrease)
$2,468,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National Wealth ManagementADVISOR$38,393not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,304$02023

Related Form 5500 pages