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 Growth Insurance Services, LLC 401(K) Plan is a benefit plan reported by Patriot Growth Insurance Services, LLC under EIN 83-1204744 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,821 participants and $109,522,504 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,522,504
- Total liabilities (EOY)
- $53,259
- Net assets (EOY)
- $109,469,245
- Net assets (BOY)
- $74,878,729
Income & contributions
- Employer contributions
- $6,112,514
- Participant contributions
- $12,581,907
- Total contributions
- $27,216,360
- Total income / additions
- $41,375,466
Expenses & distributions
- Benefits paid
- $6,385,923
- Administrative expenses
- $332,026
- Total expenses
- $6,784,950
- Net increase / (decrease)
- $34,590,516