2023 Form 5500 filing — Patra Corporation 401(K) Profit Sharing 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 20241008125135NAL0009657123001) for Patra Corporation 401(K) Profit Sharing Plan And Trust, reported by Patra Corporation under EIN 20-2282001 and plan number 001. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008125135NAL0009657123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patra Corporation
- EIN
- 20-2282001
- Plan number
- 001
- Location
- El Dorado Hills, CA
- Participants
- 729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,510,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,510,337
- Employer contributions
- $414,677
- Participant contributions
- $2,321,017
- Total income / additions
- $6,623,289
- Benefits paid
- $2,393,134
- Administrative expenses
- $142,534
- Total expenses
- $2,541,580
- Net increase / (decrease)
- $4,081,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,639 | $0 |
| Vita Planning Group LLC | INVESTMENT ADVISOR | $35,521 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,883 | not reported in the loaded dataset |