Original filing (PDF)20250611154628NAL0012331299001

PATRIOT PLANNING INC

Name: PATRIOT PLANNING INC — PATRIOT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PATRIOT PLANNING INC

Form 5500-SF

FILING_RECEIVED

PATRIOT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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 PATRIOT PLANNING INC.

Plan sponsor

Name

PATRIOT PLANNING INC

EIN

82-5066139

Address

218 JONAS AVENUE · BUENA, NJ · 08341

Phone

(856) 466-0643

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

FAST GUARD SERVICE WORLD WIDE LLC

FAST GUARD SERVICE WORLD WIDE 401(K) PROFIT SHARING PLAN & TRUST

$49K · 119 participants

D&K HORIZONS LLC

D&K HORIZONS 401(K) PLAN

$49K · 7 participants

TEAM PLAYMAKER INC.

TEAM PLAYMAKER INC. 401(K) PLAN

$49K · 7 participants

TK PRINCE TAX SERVICES INC

TK PRINCE TAX SERVICES

$49K · 15 participants

CEDA INC

CEDA INC 401K PROFIT SHARING PLAN & TRUST

$49K · 5 participants