Plan5500

Patton, LLC Employee Benefits Plan — Form 5500 plan (Patton, LLC)

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, Patton, LLC Employee Benefits Plan is a benefit plan reported by Patton, LLC under EIN 88-2628752 and plan number 501. The latest loaded filing year is 2023. The filing reports 21 participants and $141,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patton, LLC
EIN
88-2628752
Plan number
501
Plan type
2
Location
Gaithersburg, MD
Latest filing year
2023
Participants
21
End-of-year plan assets
$141,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I, C20250730145427NAL0008482146001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$141,018
Total liabilities (EOY)
$32,180
Net assets (EOY)
$108,838
Net assets (BOY)
$59,298

Income & contributions

Employer contributions
$330,571
Participant contributions
$144,614
Total income / additions
$477,324

Expenses & distributions

Benefits paid
$186,015
Administrative expenses
$16,900
Total expenses
$427,784
Net increase / (decrease)
$49,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meritain Health, An Aetna CompanyADMIN$16,900not reported in the loaded dataset2023
Insurance Solutions (Hilb Group, IsBROKER$10,161not reported in the loaded dataset2023
The Benecon GroupBROKER$8,151not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,661not reported in the loaded dataset2023

Related Form 5500 pages