Plan5500

Jerry Pate Company Retirement Plan — Form 5500 plan (Jerry Pate Company)

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, Jerry Pate Company Retirement Plan is a benefit plan reported by Jerry Pate Company under EIN 59-3472632 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $9,958,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerry Pate Company
EIN
59-3472632
Plan number
001
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
219
End-of-year plan assets
$9,958,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20240808121019NAL0008616800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,958,184
Total liabilities (EOY)
$103,741
Net assets (EOY)
$9,854,443
Net assets (BOY)
$8,659,720

Income & contributions

Employer contributions
$139,167
Participant contributions
$718,055
Total contributions
$885,226
Total income / additions
$2,359,828

Expenses & distributions

Benefits paid
$1,060,546
Administrative expenses
$818
Total expenses
$1,165,105
Net increase / (decrease)
$1,194,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southbridge Advisors LLCINVESTMENT ADVISOR$9,910not reported in the loaded dataset2023
Azalea AdministrationCONTRACT ADMIN$750$4,4832023
Empower Advisory Group,LLCINVESTMENT MGMT$818not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$550$02023

Related Form 5500 pages