How big is Jonas PATE, Inc.'s plan?

Jonas PATE, Inc.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250905130701NAL0010607139001

Jonas PATE, Inc.

Name: Jonas PATE, Inc. — Jonas PATE Inc. Defined Benefit, Form 5500 (2024)
Creator: Jonas PATE, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonas PATE Inc. Defined Benefit Plan

Defined-benefit pension plan · Jonas PATE, Inc.'s Jonas PATE Inc. Defined Benefit Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Jonas PATE, Inc.'s EIN is 27-3254041.

EIN 27-3254041

Plan number 001

Plan year 2024

ACK ID 20250905130701NAL0010607139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonas PATE, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonas PATE, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score