Patricio Enterprises, Inc. 401(K) Plan — Form 5500 plan (Patricio Enterprises, 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, Patricio Enterprises, Inc. 401(K) Plan is a benefit plan reported by Patricio Enterprises, Inc. under EIN 51-0524949 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $27,598,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patricio Enterprises, Inc.
EIN
51-0524949
Plan number
001
Plan type
2
Location
Stafford, VA
Latest filing year
2023
Participants
451
End-of-year plan assets
$27,598,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023451H, C20240802050712NAL0014060051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,598,086
Total liabilities (EOY)
$0
Net assets (EOY)
$27,598,086
Net assets (BOY)
$24,026,013

Income & contributions

Employer contributions
$914,556
Participant contributions
$2,281,803
Total contributions
$3,493,355
Total income / additions
$7,961,372

Expenses & distributions

Benefits paid
$4,373,322
Administrative expenses
$15,977
Total expenses
$4,389,299
Net increase / (decrease)
$3,572,073

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$13,677not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,300$02023

Related Form 5500 pages