PATRIARCH PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $408,852 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $126,883 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $107,539 |
| Total plan assets at end of year | 2023-12-31 | $2,108,337 |
| Total plan assets at beginning of year | 2023-12-31 | $1,826,368 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $79,968 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $328,884 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $281,969 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,108,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,826,368 |
| Assets. Value of participant loans | 2023-12-31 | $11,414 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $4,963 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $14,381 |
| 2022 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-258,336 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $165,965 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $150,935 |
| Total plan assets at end of year | 2022-12-31 | $1,826,368 |
| Total plan assets at beginning of year | 2022-12-31 | $2,250,669 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $90,665 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-349,001 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-424,301 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,826,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,250,669 |
| Assets. Value of participant loans | 2022-12-31 | $21,505 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $15,030 |
| 2021 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $379,188 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $252,677 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $236,491 |
| Total plan assets at end of year | 2021-12-31 | $2,250,669 |
| Total plan assets at beginning of year | 2021-12-31 | $2,124,158 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $70,568 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $308,620 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $126,511 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,250,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,124,158 |
| Assets. Value of participant loans | 2021-12-31 | $37,601 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,186 |
| 2020 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $476,958 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $832,270 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $814,357 |
| Total plan assets at end of year | 2020-12-31 | $2,124,158 |
| Total plan assets at beginning of year | 2020-12-31 | $2,479,470 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $186,448 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $290,510 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-355,312 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,124,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,479,470 |
| Assets. Value of participant loans | 2020-12-31 | $38,833 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $17,913 |
| 2019 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $797,370 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $421,239 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $402,910 |
| Total plan assets at end of year | 2019-12-31 | $2,479,470 |
| Total plan assets at beginning of year | 2019-12-31 | $2,103,339 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $260,371 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $536,999 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $376,131 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,479,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,103,339 |
| Assets. Value of participant loans | 2019-12-31 | $67,456 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $970 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $17,359 |
| 2018 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $141,914 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $306,170 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $288,735 |
| Total plan assets at end of year | 2018-12-31 | $2,103,339 |
| Total plan assets at beginning of year | 2018-12-31 | $2,267,595 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $285,175 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-143,261 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-164,256 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,103,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,267,595 |
| Assets. Value of participant loans | 2018-12-31 | $88,052 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $17,435 |
| 2017 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $714,504 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $565,159 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $548,957 |
| Total plan assets at end of year | 2017-12-31 | $2,267,595 |
| Total plan assets at beginning of year | 2017-12-31 | $2,118,250 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $307,779 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $10,956 |
| Other income received | 2017-12-31 | $395,769 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $149,345 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,267,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,118,250 |
| Assets. Value of participant loans | 2017-12-31 | $11,457 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,202 |
| 2016 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $906,845 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $661,916 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $647,469 |
| Total plan assets at end of year | 2016-12-31 | $2,118,250 |
| Total plan assets at beginning of year | 2016-12-31 | $1,873,321 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $358,223 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $295,124 |
| Other income received | 2016-12-31 | $253,498 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $244,929 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,118,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,873,321 |
| Assets. Value of participant loans | 2016-12-31 | $8,539 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,447 |
| 2015 : PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $419,975 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $279,320 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $247,778 |
| Total plan assets at end of year | 2015-12-31 | $1,873,321 |
| Total plan assets at beginning of year | 2015-12-31 | $1,732,666 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $332,098 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $150,307 |
| Other income received | 2015-12-31 | $-62,430 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $140,655 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,873,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,732,666 |
| Assets. Value of participant loans | 2015-12-31 | $1,500 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $17,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13,549 |
| 2023: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PATRIARCH PARTNERS, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
