Original filing (PDF)20250905130701NAL0010607139001

JONAS PATE, INC.

Name: JONAS PATE, INC. — JONAS PATE INC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JONAS PATE, INC.

Form 5500-SF

FILING_RECEIVED

JONAS PATE INC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 JONAS PATE, INC..

Plan sponsor

Name

JONAS PATE, INC.

EIN

27-3254041

Address

118 SKYSTASAIL DRIVE · WILMINGTON, NC · 28409

Phone

(323) 804-3606

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

CRP SERVICES LLC

CRITICAL ROLE 401(K) PLAN

$2.0M · 67 participants

LA JOLLA MUSIC SOCIETY

LA JOLLA MUSIC SOCIETY 401(K) PLAN

$2.0M

CHARLIE GRANDY PRODUCTIONS, INC.

CHARLIE GRANDY PRODUCTIONS CASH BALANCE PLAN

$1.9M · 2 participants

HANDEL AND HAYDN SOCIETY

HANDEL AND HAYDN SOCIETY RETIREMENT PLAN

$2.0M · 24 participants

PLAYWRIGHTS HORIZONS, INC.

PLAYWRIGHTS HORIZONS, INC. 403(B) PLAN

$1.9M · 129 participants