Original filing (PDF)20240506111527NAL0028623056001

PATCHEN WILKES FARM

Name: PATCHEN WILKES FARM — PATCHEN WILKES FARM 401(K) PLAN, Form 5500 (2023)
Creator: PATCHEN WILKES FARM

Form 5500-SF

FILING_RECEIVED

PATCHEN WILKES FARM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 PATCHEN WILKES FARM.

Plan sponsor

Name

PATCHEN WILKES FARM

EIN

61-1358350

Address

1811 WINCHESTER ROAD · LEXINGTON, KY · 40505

Phone

(859) 299-1291

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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