2023 Form 5500 filing — Patrick Industries, Inc. 401(K) Employee Savings 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 20241007110921NAL0008808883001) for Patrick Industries, Inc. 401(K) Employee Savings Plan, reported by Patrick Industries, Inc. under EIN 35-1057796 and plan number 001. It reports 11,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007110921NAL0008808883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patrick Industries, Inc.
- EIN
- 35-1057796
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 11,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,073,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,073,698
- Employer contributions
- $9,109,188
- Participant contributions
- $15,606,575
- Total income / additions
- $47,269,352
- Benefits paid
- $14,763,527
- Administrative expenses
- $434,028
- Total expenses
- $15,244,001
- Net increase / (decrease)
- $32,025,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $319,196 | $0 |
| Guidance Investment | CONSULTANT | $59,102 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,479 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $26,250 | not reported in the loaded dataset |