2023 Form 5500 filing — Patrick & Garrett, Inc. 401(K) 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 20240923120022NAL0020343936001) for Patrick & Garrett, Inc. 401(K) Plan, reported by Patrick & Garrett, Inc. under EIN 88-1206887 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240923120022NAL0020343936001
Filing year
2023
Form type
2
Plan sponsor
Patrick & Garrett, Inc.
EIN
88-1206887
Plan number
001
Location
Cicero, NY
Participants
0
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$45,651
Net assets (EOY)
$45,651
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$8,409
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$8,409
Schedule source
Schedule I

Related Form 5500 pages