Patriot Fire Protection, Inc. 401(K) Plan And Trust — Form 5500 plan (Patriot Fire Protection, 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, Patriot Fire Protection, Inc. 401(K) Plan And Trust is a benefit plan reported by Patriot Fire Protection, Inc. under EIN 91-1492898 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $32,232,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patriot Fire Protection, Inc.
EIN
91-1492898
Plan number
001
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
154
End-of-year plan assets
$32,232,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240919161345NAL0006189249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,232,363
Net assets (EOY)
$32,232,363
Net assets (BOY)
$26,797,312

Income & contributions

Employer contributions
$504,750
Participant contributions
$1,070,116
Total contributions
$1,750,164
Total income / additions
$6,192,059

Expenses & distributions

Benefits paid
$661,003
Administrative expenses
$96,005
Total expenses
$757,008
Net increase / (decrease)
$5,435,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC- RpcpRIA RI IA$52,380$02023
John Hancock Life Insurance CompanyRECORDKEEPER$382$02023

Related Form 5500 pages