2023 Form 5500 filing — Patricio Enterprises, Inc. Employee Benefit 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 20250902105757NAL0008384211001) for Patricio Enterprises, Inc. Employee Benefit Plan, reported by Patricio Enterprises, Inc. under EIN 51-0524949 and plan number 502. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$120.4KReported net assets-$120,367
Participants143
Provider compensation$184.5K4 Schedule C row(s)$184,531
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250902105757NAL0008384211001
- Plan sponsor
- Patricio Enterprises, Inc.
- EIN
- 51-0524949
- Plan number
- 502
- Location
- Stafford, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$65K total assets
Net assets-$120.4KLiabilities$185.4K
Full reported line items
- Total assets (EOY)
- $64,997
- Total liabilities (EOY)
- $185,364
- Net assets (EOY)
- -$120,367
- Employer contributions
- $1,123,707
- Participant contributions
- $377,156
- Total income / additions
- $1,501,726
- Benefits paid
- $1,090,181
- Administrative expenses
- $506,155
- Total expenses
- $1,596,336
- Net increase / (decrease)
- -$94,610
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $85,948 | not reported in the loaded dataset |
| The Capital Group, LLC | BROKER | $64,296 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $25,849 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $8,438 | not reported in the loaded dataset |