2023 Form 5500 filing — Russell P. Patterson, Pa Retirement Plan And Trust
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 20240729143315NAL0030000848001) for Russell P. Patterson, Pa Retirement Plan And Trust, reported by Russell P. Patterson, Pa under EIN 26-4505804 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729143315NAL0030000848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Russell P. Patterson, Pa
- EIN
- 26-4505804
- Plan number
- 001
- Location
- Hilton Head Island, SC
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $776,421
- Net assets (EOY)
- $776,421
- Participant contributions
- $7,750
- Total income / additions
- $130,013
- Administrative expenses
- $1,513
- Total expenses
- $1,513
- Net increase / (decrease)
- $128,500
- Schedule source
- Schedule I