How big is Patrick W. Estfan's plan?

Patrick W. Estfan's plan reported $1.4M in assets and 1 participants for 2025.

Original filing (PDF)20260224100051NAL0003639203001

Patrick W. Estfan

Name: Patrick W. Estfan — Patrick W. Estfan Profit Sharing, Form 5500 (2025)
Creator: Patrick W. Estfan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick W. Estfan Profit Sharing Plan

Defined-contribution retirement plan · Patrick W. Estfan's Patrick W. Estfan Profit Sharing Plan held $1.4M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Patrick Estfan signed Patrick W. Estfan's 2025 Form 5500 as plan administrator.

Patrick Estfan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patrick W. Estfan's EIN is 86-0677798.

EIN 86-0677798

Plan number 001

Plan year 2025

ACK ID 20260224100051NAL0003639203001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick W. Estfan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick W. Estfan's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK W. ESTFAN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score