2023 Form 5500 filing — Patterson & Sheridan, Llp Profit Sharing 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 20241010123624NAL0020975409001) for Patterson & Sheridan, Llp Profit Sharing 401(K) Plan, reported by Patterson & Sheridan, Llp under EIN 22-3340889 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123624NAL0020975409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patterson & Sheridan, Llp
- EIN
- 22-3340889
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,760,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,760,557
- Employer contributions
- $1,835,888
- Participant contributions
- $1,825,276
- Total income / additions
- $10,362,736
- Benefits paid
- $2,609,346
- Administrative expenses
- $8,583
- Total expenses
- $2,617,929
- Net increase / (decrease)
- $7,744,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | ADVISORY SERVICES | $47,887 | not reported in the loaded dataset |
| Stancorp Financial Group, Inc. | RECORDKEEPER | $34,118 | not reported in the loaded dataset |
| Economic Group Pension Services | TPA SERVICES | $0 | $16,222 |
| Total Schwab | CUSTODY FEES | $0 | $4,708 |