Patrick Environmental, Inc. Dba Patrick Corporation 401 (K) — Form 5500 plan (Patrick Environmental, 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, Patrick Environmental, Inc. Dba Patrick Corporation 401 (K) is a benefit plan reported by Patrick Environmental, Inc. under EIN 93-0669213 and plan number 001. The latest loaded filing year is 2023. The filing reports 46 participants and $3,197,035 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.2MPlan net assets, end of year$3,197,035
Participants46Covered participants reported
Assets / participant$69.5KComputed: assets ÷ participants$69,501 (computed)
Provider compensationNone reported
Plan sponsor
Patrick Environmental, Inc.
EIN
93-0669213
Plan number
001
Plan type
2
Location
Redmond, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I20240725184800NAL0023394528001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$869.3K
Total expenses$418K
Benefits paid / distributions$398.4K
Contributions
Employer$84.4K
Participant$156.5K
Full reported line items

Net assets

Total assets (EOY)
$3,197,035
Net assets (EOY)
$3,197,035
Net assets (BOY)
$2,745,806

Income & contributions

Employer contributions
$84,392
Participant contributions
$156,540
Total income / additions
$869,257

Expenses & distributions

Benefits paid
$398,438
Administrative expenses
$19,590
Total expenses
$418,028
Net increase / (decrease)
$451,229
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income46%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages