2023 Form 5500 filing — Patriot Erectors, LLC Retirement 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 20250204163458NAL0008390529001) for Patriot Erectors, LLC Retirement Savings Plan, reported by Patriot Erectors, LLC under EIN 82-5112719 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204163458NAL0008390529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patriot Erectors, LLC
- EIN
- 82-5112719
- Plan number
- 001
- Location
- Dripping Springs, TX
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,443,504
- Total liabilities (EOY)
- $7,948
- Net assets (EOY)
- $8,435,556
- Employer contributions
- $204,546
- Participant contributions
- $673,210
- Total income / additions
- $2,229,167
- Benefits paid
- $891,406
- Administrative expenses
- $28,324
- Total expenses
- $967,148
- Net increase / (decrease)
- $1,262,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities, Inc. | BROKER | $0 | $25,215 |
| Transamerica Retirement Solutions | RECORD KEEPER | $20,646 | $0 |
| Charles Schwab & Co., Inc. | BROKER | $13,014 | $0 |
| Usi Consulting Group | CONSULTANT | $7,154 | $0 |