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PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NamePATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN
Plan identification number 001

PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PATRIOT GROWTH INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:PATRIOT GROWTH INSURANCE SERVICES, LLC
Employer identification number (EIN):831204744
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PATRIOT GROWTH INSURANCE SERVICES, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-08-01
Company Identification Number: 0803080883
Legal Registered Office Address: 501 OFFICE CENTER DR STE 215

FORT WASHINGTON
United States of America (USA)
19034

More information about PATRIOT GROWTH INSURANCE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01AMBER CLOUSE2023-06-13 AMBER CLOUSE2023-06-13
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01

Plan Statistics for PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,211
Total number of active participants reported on line 7a of the Form 55002022-01-011,622
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-011,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,821
Number of participants with account balances2022-01-011,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01781
Total number of active participants reported on line 7a of the Form 55002021-01-011,115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,211
Number of participants with account balances2021-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01727
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01759
Number of participants with account balances2020-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01310
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154

Financial Data on PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

Measure Date Value
2022 : PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$75,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$705,531
Total income from all sources (including contributions)2022-12-31$27,624,327
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,655,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,435,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,486,618
Value of total assets at end of year2022-12-31$74,953,797
Value of total assets at beginning of year2022-12-31$50,615,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$219,744
Total interest from all sources2022-12-31$36,433
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,148,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,148,465
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,365,555
Participant contributions at end of year2022-12-31$1,035,524
Participant contributions at beginning of year2022-12-31$624,353
Participant contributions at end of year2022-12-31$375,889
Participant contributions at beginning of year2022-12-31$253,662
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,645
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,523,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$75,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$705,531
Other income not declared elsewhere2022-12-31$-458
Total non interest bearing cash at end of year2022-12-31$3,524
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$24,969,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$74,878,729
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,909,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$112,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,914,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,761,219
Interest on participant loans2022-12-31$36,433
Value of interest in common/collective trusts at end of year2022-12-31$3,073,532
Value of interest in common/collective trusts at beginning of year2022-12-31$624,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,093,920
Net investment gain or loss from common/collective trusts2022-12-31$47,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,597,814
Employer contributions (assets) at end of year2022-12-31$542,494
Employer contributions (assets) at beginning of year2022-12-31$350,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,435,349
Contract administrator fees2022-12-31$106,795
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2022-12-31830414789
2021 : PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$705,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,191,612
Total income from all sources (including contributions)2021-12-31$23,539,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,565,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,424,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,437,631
Value of total assets at end of year2021-12-31$50,615,026
Value of total assets at beginning of year2021-12-31$29,127,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,765
Total interest from all sources2021-12-31$25,997
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$543,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$543,829
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,585,113
Participant contributions at end of year2021-12-31$624,353
Participant contributions at beginning of year2021-12-31$381,146
Participant contributions at end of year2021-12-31$253,662
Participant contributions at beginning of year2021-12-31$149,954
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,036,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$705,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,191,612
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,973,953
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,909,495
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,935,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,761,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,437,968
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$25,997
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$624,859
Value of interest in common/collective trusts at beginning of year2021-12-31$876,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,517,622
Net investment gain or loss from common/collective trusts2021-12-31$14,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,816,178
Employer contributions (assets) at end of year2021-12-31$350,933
Employer contributions (assets) at beginning of year2021-12-31$281,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,424,853
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$140,765
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2021-12-31830414789
2020 : PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,116,506
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$672,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$560,945
Value of total corrective distributions2020-12-31$39,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,317,314
Value of total assets at end of year2020-12-31$28,695,771
Value of total assets at beginning of year2020-12-31$14,251,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,664
Total interest from all sources2020-12-31$12,809
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$376,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$376,234
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,998,782
Participant contributions at end of year2020-12-31$381,147
Participant contributions at beginning of year2020-12-31$178,574
Participant contributions at end of year2020-12-31$149,954
Participant contributions at beginning of year2020-12-31$56,365
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,519,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,191,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$716,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,444,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,695,771
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,251,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,437,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,050,629
Interest on participant loans2020-12-31$12,809
Value of interest in common/collective trusts at end of year2020-12-31$876,656
Value of interest in common/collective trusts at beginning of year2020-12-31$22,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,399,933
Net investment gain or loss from common/collective trusts2020-12-31$10,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$798,730
Employer contributions (assets) at end of year2020-12-31$281,430
Employer contributions (assets) at beginning of year2020-12-31$153,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$560,945
Contract administrator fees2020-12-31$34,279
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,502,873
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$251,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$222,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,307,861
Value of total assets at end of year2019-12-31$14,251,720
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,008
Total interest from all sources2019-12-31$4,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$213,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$213,003
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,635,585
Participant contributions at end of year2019-12-31$178,574
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$56,365
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,908,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$716,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,251,720
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,251,720
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,050,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$4,687
Value of interest in common/collective trusts at end of year2019-12-31$22,517
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$976,770
Net investment gain or loss from common/collective trusts2019-12-31$513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$763,621
Employer contributions (assets) at end of year2019-12-31$153,306
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$222,145
Contract administrator fees2019-12-31$13,941
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325

Form 5500 Responses for PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

2022: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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