Patricio Enterprises, Inc. — 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, Patricio Enterprises, Inc. (EIN 51-0524949) is a plan sponsor located in Stafford, VA with 3 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
51-0524949
Location
Stafford, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,663,083
Total reported liabilities (EOY)
$185,364
Total reported net assets (EOY)
$27,477,719

Contributions & income

Employer contributions
$2,038,263
Participant contributions
$2,658,959
Total income / additions
$9,463,098

Expenses & distributions

Benefits paid / distributions
$5,463,503
Total expenses
$5,985,635
Net increase / (decrease)
$3,477,463

Coverage

Total reported participants
805
Plans with financial statements
2
Plans with provider compensation
2

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

Patricio Enterprises, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Patricio Enterprises, Inc. 401(K) Plan001451$27,598,0862023
Patricio Enterprises, Inc. Employee Benefit Plan502143$64,9972023
Patricio Enterprises, Inc. Welfare Benefit Plan501211not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Patricio Enterprises, Inc.
YearPlanParticipantsSchedulesFiling
2023Patricio Enterprises, Inc. 401(K) Plan451H, C20240802050712NAL0014060051001
2023Patricio Enterprises, Inc. Welfare Benefit Plan21120241015063659NAL0014163427001
2023Patricio Enterprises, Inc. Employee Benefit Plan143H, C20250902105757NAL0008384211001

Related Form 5500 pages