Who sponsors the Patricio Enterprises, Inc. Employee Benefit Plan?

Patricio Enterprises, Inc. Employee Benefit Plan is reported as sponsored by Patricio Enterprises, Inc. (EIN 51-0524949, plan number 502) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Patricio Enterprises, Inc. Employee Benefit Plan?

The latest Form 5500 filing year loaded for Patricio Enterprises, Inc. Employee Benefit Plan is 2023.

How many participants does Patricio Enterprises, Inc. Employee Benefit Plan report?

Patricio Enterprises, Inc. Employee Benefit Plan reports 143 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Patricio Enterprises, Inc. Employee Benefit Plan?

Patricio Enterprises, Inc. Employee Benefit Plan reports $64,997 in end-of-year plan assets in its latest loaded Form 5500 filing.

Patricio Enterprises, Inc. Employee Benefit 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. Employee Benefit Plan is a benefit plan reported by Patricio Enterprises, Inc. under EIN 51-0524949 and plan number 502. The latest loaded filing year is 2023. The filing reports 143 participants and $64,997 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$120.4KPlan net assets, end of year-$120,367

Participants143Covered participants reported

Assets / participant$455Computed: assets ÷ participants$455 (computed)

Provider compensation$184.5K4 Schedule C provider row(s)$184,531

Plan sponsor: Patricio Enterprises, Inc.
EIN: 51-0524949
Plan number: 502
Plan type: 2
Location: Stafford, VA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	143	H, C	20250902105757NAL0008384211001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$65K total assets

Net assets-$120.4KLiabilities$185.4K

Money in vs. money out

Total income / additions$1.5M

Total expenses$1.6M

Benefits paid / distributions$1.1M

Contributions

Employer$1.1M

Participant$377.2K

Full reported line items

Net assets

Total assets (EOY): $64,997
Total liabilities (EOY): $185,364
Net assets (EOY): -$120,367
Net assets (BOY): -$25,757

Income & contributions

Employer contributions: $1,123,707
Participant contributions: $377,156
Total contributions: $1,500,863
Total income / additions: $1,501,726

Expenses & distributions

Benefits paid: $1,090,181
Administrative expenses: $506,155
Total expenses: $1,596,336
Net increase / (decrease): -$94,610

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

75%25%

Employer 75%Participant 25%

Benefits paid ÷ total income73%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Meritain Health, An Aetna Company	ADMIN	$85,948	not reported in the loaded dataset	2023
The Capital Group, LLC	BROKER	$64,296	not reported in the loaded dataset	2023
The Benecon Group, LLC	BROKER	$25,849	not reported in the loaded dataset	2023
Connectcare3	PATIENT ADVOCATE	$8,438	not reported in the loaded dataset	2023