Original filing (PDF)20231016132531NAL0076058866001

PATRIOT LENDING SERVICES, INC.

Name: PATRIOT LENDING SERVICES, INC. — PATRIOT LENDING SERVICES, INC. 401(K) PLAN, Form 5500 (2022)
Creator: PATRIOT LENDING SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PATRIOT LENDING SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRIOT LENDING SERVICES, INC..

Plan sponsor

Name

PATRIOT LENDING SERVICES, INC.

EIN

25-1738324

Address

1081 GREENTREE ROAD · PITTSBURGH, PA · 15220

Phone

(412) 429-1550

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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