Patrick Industries, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Patrick Industries, 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, Patrick Industries, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Patrick Industries, Inc. under EIN 35-1057796 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,057 participants and $127,073,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patrick Industries, Inc.
- EIN
- 35-1057796
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 11,057
- End-of-year plan assets
- $127,073,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,057 | H, C | 20241007110921NAL0008808883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,073,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,073,698
- Net assets (BOY)
- $87,579,207
Income & contributions
- Employer contributions
- $9,109,188
- Participant contributions
- $15,606,575
- Total contributions
- $28,335,973
- Total income / additions
- $47,269,352
Expenses & distributions
- Benefits paid
- $14,763,527
- Administrative expenses
- $434,028
- Total expenses
- $15,244,001
- Net increase / (decrease)
- $32,025,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $319,196 | $0 | 2023 |
| Guidance Investment | CONSULTANT | $59,102 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,479 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $26,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patrick Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Fidelity Investments Institutional — Schedule C compensation
- Guidance Investment — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation