2023 Form 5500 filing — Patriot Group International, 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 20241010085612NAL0039564210001) for Patriot Group International, Inc. 401(K) Plan, reported by Patriot Group International, Inc. under EIN 20-1416663 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085612NAL0039564210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patriot Group International, Inc.
- EIN
- 20-1416663
- Plan number
- 001
- Location
- Warrenton, VA
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,862,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,862,457
- Employer contributions
- $618,540
- Participant contributions
- $978,819
- Total income / additions
- $2,719,781
- Benefits paid
- $764,291
- Administrative expenses
- $39,916
- Total expenses
- $804,207
- Net increase / (decrease)
- $1,915,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bakertilly | ACCOUNTANT/AUDITOR | $19,950 | not reported in the loaded dataset |
| United Planners Financial Services | ADVISOR | $10,376 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,590 | $0 |