2023 Form 5500 filing — Patrick Family Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240506095005NAL0034043185001) for Patrick Family Retirement Plan, reported by Patrick Family, Inc. under EIN 82-1209393 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240506095005NAL0034043185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patrick Family, Inc.
- EIN
- 82-1209393
- Plan number
- 001
- Location
- Canby, OR
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $366,741
- Net assets (EOY)
- $366,741
- Employer contributions
- $5,088
- Participant contributions
- $5,431
- Total income / additions
- $44,588
- Administrative expenses
- $170
- Total expenses
- $170
- Net increase / (decrease)
- $44,418
- Schedule source
- Schedule I