Original filing (PDF)20240827151617NAL0005175027001

PATRIOT GOLD GROUP

Name: PATRIOT GOLD GROUP — PATRIOT GOLD GROUP PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PATRIOT GOLD GROUP

Form 5500-SF

FILING_RECEIVED

PATRIOT GOLD GROUP PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 9.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRIOT GOLD GROUP.

Plan sponsor

Name

PATRIOT GOLD GROUP

EIN

81-2833721

Address

3010 OLD RANCH PARKWAY, SUITE 350 · SEAL BEACH, CA · 90740

Phone

(800) 947-4653

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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