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PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NamePATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN
Plan identification number 001

PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PATENAUDE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PATENAUDE & ASSOCIATES, INC.
Employer identification number (EIN):593085966
NAIC Classification:238100

Additional information about PATENAUDE & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1991-07-22
Company Identification Number: S68704
Legal Registered Office Address: 10612 MCCULLOCH RD.

ORLANDO

32817

More information about PATENAUDE & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Plan Statistics for PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025: PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-166
Total number of particpants at end of year2025-06-166
Number of Participants With Account Balances2025-06-162
2024: PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-085
Total number of particpants at end of year2024-11-086
Number of Participants With Account Balances2024-11-082
2022: PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-285
Total number of particpants at end of year2022-10-285
Number of Participants With Account Balances2022-10-282

Financial Data on PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1640
Net assets as of the end of the plan year2025-06-16446689
Total assets as of the beginning of the plan year2025-06-16353175
Participant contributions to plan in this plan year2025-06-1633282
Other expenses paid from plan in this plan year2025-06-1640
Other income to plan in this plan year2025-06-1651619
Plan net income in this plan year2025-06-1693514
Net assets as of the end of the plan year2025-06-16446689
Net assets as of the beginning of the plan year2025-06-16353175
Employer contributions to plan in this plan year2025-06-168653
2024 : PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-0840
Net assets as of the end of the plan year2024-11-08353175
Total assets as of the beginning of the plan year2024-11-08264962
Participant contributions to plan in this plan year2024-11-0826409
Other expenses paid from plan in this plan year2024-11-0840
Other income to plan in this plan year2024-11-0853554
Plan net income in this plan year2024-11-0888213
Net assets as of the end of the plan year2024-11-08353175
Net assets as of the beginning of the plan year2024-11-08264962
Employer contributions to plan in this plan year2024-11-088290
2022 : PATENAUDE & ASSOCIATES, INC. EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-2840
Net assets as of the end of the plan year2022-10-28286588
Total assets as of the beginning of the plan year2022-10-28215249
Participant contributions to plan in this plan year2022-10-2827466
Other expenses paid from plan in this plan year2022-10-2840
Other income to plan in this plan year2022-10-2836051
Plan net income in this plan year2022-10-2871339
Net assets as of the end of the plan year2022-10-28286588
Net assets as of the beginning of the plan year2022-10-28215249
Employer contributions to plan in this plan year2022-10-287862

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