How many benefit plans does Patenaude & Felix, A.P.C. report on Form 5500?

Patenaude & Felix, A.P.C. (EIN 33-0749423) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Patenaude & Felix, A.P.C.?

The Employer Identification Number (EIN) reported for Patenaude & Felix, A.P.C. is 33-0749423.

What is the latest Form 5500 filing year for Patenaude & Felix, A.P.C.?

The latest loaded Form 5500 filing year for Patenaude & Felix, A.P.C. is 2023.

Patenaude & Felix, A.P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Patenaude & Felix, A.P.C. (EIN 33-0749423) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 33-0749423
Location: San Diego, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $5,461,383
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $5,461,383

Contributions & income

Employer contributions: $150,520
Participant contributions: $280,482
Total income / additions: $1,405,809

Expenses & distributions

Benefits paid / distributions: $459,304
Total expenses: $466,258
Net increase / (decrease): $939,551

Coverage

Total reported participants: 270
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Patenaude & Felix, A.P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Patenaude & Felix, Apc 401(K) Profit Sharing Plan	001	135	$5,461,383	2023
Patenaude & Felix, A. P. C. Health & Welfare Plan	501	135	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Patenaude & Felix, A.P.C.
Year	Plan	Participants	Schedules	Filing
2023	Patenaude & Felix, Apc 401(K) Profit Sharing Plan	135	H, C	20250205192749NAL0011053329001
2023	Patenaude & Felix, A. P. C. Health & Welfare Plan	135	—	20250325111258NAL0007655971001