2023 Form 5500 filing — Patriot Group Global 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 20240813093934NAL0010273809001) for Patriot Group Global Retirement Plan, reported by Patriot Group Global, Inc. under EIN 20-2727341 and plan number 001. It reports 655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants655
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240813093934NAL0010273809001
Plan sponsor
Patriot Group Global, Inc.
EIN
20-2727341
Plan number
001
Location
Conway, NH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$215.6K
Total expenses$93.2K
Benefits paid / distributions$89.4K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$215,583
Benefits paid
$89,382
Administrative expenses
$3,837
Total expenses
$93,219
Net increase / (decrease)
$122,364

Related Form 5500 pages