Patton Wings, Inc. 401(K) Plan — Form 5500 plan (Patton Wings, 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, Patton Wings, Inc. 401(K) Plan is a benefit plan reported by Patton Wings, Inc. under EIN 03-0606420 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,451 participants and $11,863,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patton Wings, Inc.
EIN
03-0606420
Plan number
001
Plan type
2
Location
Shelby Township, MI
Latest filing year
2023
Participants
3,451
End-of-year plan assets
$11,863,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,451H, C20241015084559NAL0047079744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,863,035
Total liabilities (EOY)
$0
Net assets (EOY)
$11,863,035
Net assets (BOY)
$10,071,307

Income & contributions

Employer contributions
$485,820
Participant contributions
$951,337
Total contributions
$1,437,157
Total income / additions
$2,974,869

Expenses & distributions

Benefits paid
$1,109,000
Administrative expenses
$74,141
Total expenses
$1,183,141
Net increase / (decrease)
$1,791,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD KEEPER$44,273$02023
Hungerford NicholsAUDITOR$19,900not reported in the loaded dataset2023
Envestnet Retirement Solutions, LLCADVISOR$6,408not reported in the loaded dataset2023

Related Form 5500 pages