2023 Form 5500 filing — Patenaude & Felix, Apc 401(K) Profit Sharing 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 20250205192749NAL0011053329001) for Patenaude & Felix, Apc 401(K) Profit Sharing Plan, reported by Patenaude & Felix, A.P.C. under EIN 33-0749423 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205192749NAL0011053329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patenaude & Felix, A.P.C.
- EIN
- 33-0749423
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,461,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,461,383
- Employer contributions
- $150,520
- Participant contributions
- $280,482
- Total income / additions
- $1,405,809
- Benefits paid
- $459,304
- Administrative expenses
- $5,615
- Total expenses
- $466,258
- Net increase / (decrease)
- $939,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| San Diego Pension Constultants | CONTRACT ADMIN | $5,864 | not reported in the loaded dataset |
| Capital Research And Management Co | RECORDKEEPER | $1,850 | $0 |