Patriot Bank, N.A. 401(K) Savings Plan — Form 5500 plan (Patriot Bank, N.A.)

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, Patriot Bank, N.A. 401(K) Savings Plan is a benefit plan reported by Patriot Bank, N.A. under EIN 06-1364615 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,034,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patriot Bank, N.A.
EIN
06-1364615
Plan number
001
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
184
End-of-year plan assets
$8,034,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241008160233NAL0035317042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,034,365
Total liabilities (EOY)
$13,007
Net assets (EOY)
$8,021,358
Net assets (BOY)
$6,931,325

Income & contributions

Employer contributions
$281,163
Participant contributions
$898,505
Total contributions
$1,411,013
Total income / additions
$2,446,113

Expenses & distributions

Benefits paid
$1,287,658
Administrative expenses
$55,415
Total expenses
$1,356,080
Net increase / (decrease)
$1,090,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PasiNONE$2,164$3,7122023
MorningstarNONE$0$1,2212023

Related Form 5500 pages