Padgett, Inc. Retirement Savings Plan — Form 5500 plan (Padgett, 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, Padgett, Inc. Retirement Savings Plan is a benefit plan reported by Padgett, Inc. under EIN 35-1107908 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $6,992,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Padgett, Inc.
EIN
35-1107908
Plan number
001
Plan type
2
Location
New Albany, IN
Latest filing year
2023
Participants
70
End-of-year plan assets
$6,992,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202370I20240513133141NAL0032043507001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,992,721
Total liabilities (EOY)
$0
Net assets (EOY)
$6,992,721
Net assets (BOY)
$6,419,065

Income & contributions

Employer contributions
$479,896
Participant contributions
$368,889
Total income / additions
$1,721,965

Expenses & distributions

Benefits paid
$1,129,970
Administrative expenses
$18,339
Total expenses
$1,148,309
Net increase / (decrease)
$573,656

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages