Patriot Erectors, LLC Retirement Savings Plan — Form 5500 plan (Patriot Erectors, LLC)
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 Erectors, LLC Retirement Savings Plan is a benefit plan reported by Patriot Erectors, LLC under EIN 82-5112719 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $8,443,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Erectors, LLC
- EIN
- 82-5112719
- Plan number
- 001
- Plan type
- 2
- Location
- Dripping Springs, TX
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $8,443,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20250204163458NAL0008390529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,443,504
- Total liabilities (EOY)
- $7,948
- Net assets (EOY)
- $8,435,556
- Net assets (BOY)
- $7,173,537
Income & contributions
- Employer contributions
- $204,546
- Participant contributions
- $673,210
- Total contributions
- $879,419
- Total income / additions
- $2,229,167
Expenses & distributions
- Benefits paid
- $891,406
- Administrative expenses
- $28,324
- Total expenses
- $967,148
- Net increase / (decrease)
- $1,262,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Securities, Inc. | BROKER | $0 | $25,215 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $20,646 | $0 | 2023 |
| Charles Schwab & Co., Inc. | BROKER | $13,014 | $0 | 2023 |
| Usi Consulting Group | CONSULTANT | $7,154 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patriot Erectors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dripping Springs, TX
- Usi Securities, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Usi Consulting Group — Schedule C compensation