How big is L. Patrick Mulligan & Associates, LLC's plan?

L. Patrick Mulligan & Associates, LLC's plan reported $1.5M in assets and 8 participants for 2023.

Original filing (PDF)20240624074748NAL0007907616001

L. Patrick Mulligan & Associates, LLC

Name: L. Patrick Mulligan & Associates, LLC — L. Patrick, Form 5500 (2023)
Creator: L. Patrick Mulligan & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L. Patrick Mulligan & Assoc. 401(k)/PS Plan

401(k) retirement plan · L. Patrick Mulligan & Associates, LLC's L. Patrick Mulligan & Assoc. 401(k)/PS Plan held $1.5M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

L. Patrick Mulligan signed L. Patrick Mulligan & Associates, LLC's 2023 Form 5500 as plan administrator.

L. Patrick Mulligan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

L. Patrick Mulligan & Associates, LLC's EIN is 47-2385156.

EIN 47-2385156

Plan number 001

Plan year 2023

ACK ID 20240624074748NAL0007907616001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for L. Patrick Mulligan & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

L. Patrick Mulligan & Associates, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L. PATRICK MULLIGAN & ASSOCIATES, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score