Paf 401(K) Plan — Form 5500 plan (Patient Advocate Foundation)
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, Paf 401(K) Plan is a benefit plan reported by Patient Advocate Foundation under EIN 54-1806317 and plan number 003. The latest loaded filing year is 2023. The filing reports 263 participants and $12,266,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patient Advocate Foundation
- EIN
- 54-1806317
- Plan number
- 003
- Plan type
- 2
- Location
- Hampton, VA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $12,266,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240826050958NAL0009408945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,266,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,266,049
- Net assets (BOY)
- $9,664,867
Income & contributions
- Employer contributions
- $504,053
- Participant contributions
- $967,852
- Total contributions
- $1,510,437
- Total income / additions
- $3,349,969
Expenses & distributions
- Benefits paid
- $697,323
- Administrative expenses
- $51,464
- Total expenses
- $748,787
- Net increase / (decrease)
- $2,601,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davenport & Company LLC | INVESTMENT/FINANCIAL ADVI | $46,215 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,248 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |