DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID J. PATTON, M.D., INC.
Employer identification number (EIN):	263701675
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID PATTON	2024-03-19	DAVID PATTON	2024-03-19
001	2022-01-01	DAVID PATTON	2023-04-13	DAVID PATTON	2023-04-13
001	2021-01-01	DAVID PATTON	2022-04-21	DAVID PATTON	2022-04-21
001	2020-01-01	DAVID PATTON	2021-06-28	DAVID PATTON	2021-06-28
001	2019-01-01	DAVID PATTON	2020-08-27	DAVID PATTON	2020-08-27
001	2018-01-01	DAVID PATTON	2019-09-24	DAVID PATTON	2019-09-24
001	2018-01-01	NATHAN KELLY	2019-09-12	NATHAN KELLY	2019-09-12
001	2017-01-01	DAVID PATTON	2018-10-11	DAVID PATTON	2018-10-11
001	2016-01-01	DAVID PATTON	2017-10-10	DAVID PATTON	2017-10-10
001	2015-01-01	DAVID PATTON	2016-10-10	DAVID PATTON	2016-10-10
001	2014-01-01	DAVID PATTON	2015-06-19
001	2013-01-01	DAVID PATTON	2014-09-29
001	2012-01-01	DAVID PATTON	2013-10-11
001	2011-01-01	DAVID PATTON	2012-10-16

Plan Statistics for DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN

Measure	Date	Value
2025: DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-04	50
Total number of particpants at end of year	2025-04-04	57
Number of Participants With Account Balances	2025-04-04	57
2024: DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-03-19	45
Total number of particpants at end of year	2024-03-19	50
Number of Participants With Account Balances	2024-03-19	50
2022: DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-04-21	32
Total number of particpants at end of year	2022-04-21	38
Number of Participants With Account Balances	2022-04-21	38

Financial Data on DAVID J. PATTON, M.D., INC. 401(K) AND PROFIT SHARING PLAN

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• DAVID J. KOSEK, DMD, PHD 401(K) PROFIT SHARING PLAN [EIN = 821586948]

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