Patriot Machine Inc. 401(K) Plan — Form 5500 plan (Patriot Machine 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 Machine Inc. 401(K) Plan is a benefit plan reported by Patriot Machine Inc. under EIN 43-1581011 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $33,338,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Machine Inc.
- EIN
- 43-1581011
- Plan number
- 001
- Plan type
- 2
- Location
- St. Charles, MO
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $33,338,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240906081607NAL0000457859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,338,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,338,933
- Net assets (BOY)
- $29,321,522
Income & contributions
- Employer contributions
- $1,200,000
- Participant contributions
- $1,173,320
- Total contributions
- $2,390,704
- Total income / additions
- $7,336,785
Expenses & distributions
- Benefits paid
- $3,244,154
- Administrative expenses
- $74,771
- Total expenses
- $3,319,374
- Net increase / (decrease)
- $4,017,411
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $23,545 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $19,052 | $0 | 2023 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $18,948 | $0 | 2023 |
| A.C. Evans LLC | ACCOUNTANT | $13,225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patriot Machine Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Charles, MO
- Adp, Inc. — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Mariner Retirement Advisors, LLC — Schedule C compensation
- A.C. Evans LLC — Schedule C compensation