How big is Michael Patrick Partners, Inc.'s plan?

Michael Patrick Partners, Inc.'s plan reported $312K in assets and 5 participants for 2023.

Original filing (PDF)20241015202540NAL0029608001003

Michael Patrick Partners, Inc.

Name: Michael Patrick Partners, Inc. — Michael Patrick, Form 5500 (2023)
Creator: Michael Patrick Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Patrick Partners, Inc. 401 (K) Savings Plan

401(k) retirement plan · Michael Patrick Partners, Inc.'s Michael Patrick Partners, Inc. 401 (K) Savings Plan held $312K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

Plan identifiers

Michael Patrick Partners, Inc.'s EIN is 94-2611119.

EIN 94-2611119

Plan number 001

Plan year 2023

ACK ID 20241015202540NAL0029608001003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Michael Patrick Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Michael Patrick Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MICHAEL PATRICK PARTNERS, INC.

EIN

all filings

Address

388 MARKET STREET, SUITE 1300 · SAN FRANCISCO, CA · 94111

Phone

(650) 327-3185

Industry

Professional & Technical Services

Plan administrator