Original filing (PDF)20241117110159NAL0000336147001

RICHARD T. PATZI

Name: RICHARD T. PATZI — RICHARD T PATZI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: RICHARD T. PATZI

Form 5500-SF

FILING_RECEIVED

RICHARD T PATZI 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 RICHARD T. PATZI.

Plan sponsor

Name

RICHARD T. PATZI

EIN

47-4337062

Address

675 PALM AVE · UNIT 1 · IMPERIAL BEACH, CA · 91932

Phone

(619) 773-3749

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-31

Filed

2024-11-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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