Patronus Systems Inc. Retirement Plan — Form 5500 plan (Patronus Systems Inc.)
Plain-English plan 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, Patronus Systems Inc. Retirement Plan is a benefit plan reported by Patronus Systems Inc. under EIN 01-0950302 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $3,150,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patronus Systems Inc.
- EIN
- 01-0950302
- Plan number
- 001
- Plan type
- 2
- Location
- Melbourne, FL
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $3,150,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241009073239NAL0017985025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,150,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,150,604
- Net assets (BOY)
- $2,389,157
Income & contributions
- Employer contributions
- $982,429
- Total contributions
- $1,001,572
- Total income / additions
- $1,418,732
Expenses & distributions
- Benefits paid
- $626,145
- Administrative expenses
- $31,812
- Total expenses
- $657,957
- Net increase / (decrease)
- $760,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boon Administrative Services, Inc | SERVICE PROVIDER | $13,713 | $6,857 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $18,041 | $0 | 2023 |