P. J. Fitzpatrick, LLC 401(K) Retirement Plan — Form 5500 plan (P. J. Fitzpatrick, LLC)
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, P. J. Fitzpatrick, LLC 401(K) Retirement Plan is a benefit plan reported by P. J. Fitzpatrick, LLC under EIN 27-0172384 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $8,705,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- P. J. Fitzpatrick, LLC
- EIN
- 27-0172384
- Plan number
- 001
- Plan type
- 2
- Location
- New Castle, DE
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $8,705,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015092037NAL0014301267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,705,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,705,812
- Net assets (BOY)
- $6,434,371
Income & contributions
- Employer contributions
- $356,027
- Participant contributions
- $952,163
- Total contributions
- $1,413,759
- Total income / additions
- $2,743,330
Expenses & distributions
- Benefits paid
- $379,490
- Administrative expenses
- $62,473
- Total expenses
- $471,889
- Net increase / (decrease)
- $2,271,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $62,513 | $0 | 2023 |
| Delaware Avenue Wealth Planners, Ll | INVESTMENT ADVISORY | $0 | $21,963 | 2023 |
| Limestone Pension Associates | CONTRACT ADMINISTRATOR | $0 | $12,271 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for P. J. Fitzpatrick, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in New Castle, DE
- Principal Life Insurance Company — Schedule C compensation
- Delaware Avenue Wealth Planners, Ll — Schedule C compensation
- Limestone Pension Associates — Schedule C compensation