Patrick Family Retirement Plan — Form 5500 plan (Patrick Family, 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, Patrick Family Retirement Plan is a benefit plan reported by Patrick Family, Inc. under EIN 82-1209393 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $366,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patrick Family, Inc.
- EIN
- 82-1209393
- Plan number
- 001
- Plan type
- 2
- Location
- Canby, OR
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $366,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240506095005NAL0034043185001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $366,741
- Net assets (EOY)
- $366,741
- Net assets (BOY)
- $322,323
Income & contributions
- Employer contributions
- $5,088
- Participant contributions
- $5,431
- Total income / additions
- $44,588
Expenses & distributions
- Administrative expenses
- $170
- Total expenses
- $170
- Net increase / (decrease)
- $44,418
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.