| Plan Name | TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | RICHARD PATTERSON |
| Employer identification number (EIN): | 210634593 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2018-01-01 | LINDA MATHIES | 2019-08-14 | ||
| 002 | 2017-01-01 | LINDA MATHIES | 2019-04-22 | ||
| 002 | 2016-07-01 | RICHARD PATTERSON | |||
| 002 | 2015-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2016-10-21 | |
| 002 | 2014-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2015-11-11 | |
| 002 | 2013-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2014-11-14 | |
| 002 | 2012-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2014-03-21 | |
| 002 | 2011-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2013-01-25 | |
| 002 | 2010-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2012-01-20 | |
| 002 | 2009-07-01 | RICHARD PATTERSON | RICHARD PATTERSON | 2010-11-12 |
| Measure | Date | Value |
|---|---|---|
| 2017 : TAX DEFERRED ANNUITY PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-06-30 | $8,437 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $8,156 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $8,156 |
| Total plan assets at end of year | 2017-06-30 | $242,095 |
| Total plan assets at beginning of year | 2017-06-30 | $241,814 |
| Other income received | 2017-06-30 | $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 |