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TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN
Plan identification number 002

TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='210634593' AND PlanID='002'

401k Sponsoring company profile

RICHARD PATTERSON has sponsored the creation of one or more 401k plans.

Company Name:RICHARD PATTERSON
Employer identification number (EIN):210634593
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01LINDA MATHIES2019-08-14
0022017-01-01LINDA MATHIES2019-04-22
0022016-07-01RICHARD PATTERSON
0022015-07-01RICHARD PATTERSON RICHARD PATTERSON2016-10-21
0022014-07-01RICHARD PATTERSON RICHARD PATTERSON2015-11-11
0022013-07-01RICHARD PATTERSON RICHARD PATTERSON2014-11-14
0022012-07-01RICHARD PATTERSON RICHARD PATTERSON2014-03-21
0022011-07-01RICHARD PATTERSON RICHARD PATTERSON2013-01-25
0022010-07-01RICHARD PATTERSON RICHARD PATTERSON2012-01-20
0022009-07-01RICHARD PATTERSON RICHARD PATTERSON2010-11-12

Financial Data on TAX DEFERRED ANNUITY PLAN

Measure Date Value
2017 : TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-06-30$8,437
Expenses. Total of all expenses incurred2017-06-30$8,156
Benefits paid (including direct rollovers)2017-06-30$8,156
Total plan assets at end of year2017-06-30$242,095
Total plan assets at beginning of year2017-06-30$241,814
Other income received2017-06-30$8,437
Net income (gross income less expenses)2017-06-30$281
Net plan assets at end of year (total assets less liabilities)2017-06-30$242,095
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$241,814

Potentially related plans

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