Patented Retirement Plan — Form 5500 plan (Patented Acquisition Corp Dba Think Patented)
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, Patented Retirement Plan is a benefit plan reported by Patented Acquisition Corp Dba Think Patented under EIN 20-4558719 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $10,718,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patented Acquisition Corp Dba Think Patented
- EIN
- 20-4558719
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $10,718,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014135424NAL0027477185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,718,647
- Total liabilities (EOY)
- $56,358
- Net assets (EOY)
- $10,662,289
- Net assets (BOY)
- $8,918,465
Income & contributions
- Employer contributions
- $52,392
- Participant contributions
- $419,828
- Total contributions
- $584,636
- Total income / additions
- $2,285,051
Expenses & distributions
- Benefits paid
- $444,325
- Administrative expenses
- $40,544
- Total expenses
- $541,227
- Net increase / (decrease)
- $1,743,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | INVESTMENT PROVIDER | $23,925 | not reported in the loaded dataset | 2023 |
| July Business Services | RECORDKEEPER | $16,619 | not reported in the loaded dataset | 2023 |