Original filing (PDF)20230630090706NAL0008135969001

PAT V CONSULTING LLC 401K PLAN

Name: PAT V CONSULTING LLC 401K PLAN — Form 5500 (2022)
Creator: PAT V CONSULTING LLC 401K PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

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 PAT V CONSULTING LLC 401K PLAN.

Plan sponsor

Name

PAT V CONSULTING LLC 401K PLAN

EIN

81-1753072

Address

3749 ROSE ROAD · BATAVIA, NY · 14020

Phone

(585) 738-0094

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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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Similar-size Agriculture, Forestry, Fishing, Hunting plans

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