PATTERSON AND PATTERSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATTERSON AND PATTERSON 401(K) PLAN
Measure | Date | Value |
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2021: PATTERSON AND PATTERSON 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PATTERSON AND PATTERSON 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PATTERSON AND PATTERSON 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PATTERSON AND PATTERSON 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PATTERSON AND PATTERSON 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PATTERSON AND PATTERSON 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PATTERSON AND PATTERSON 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2021 : PATTERSON AND PATTERSON 401(K) PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $330,085 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,260,369 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,254,639 |
Total plan assets at end of year | 2021-12-31 | $0 |
Total plan assets at beginning of year | 2021-12-31 | $1,930,284 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $32,900 |
Other income received | 2021-12-31 | $284,283 |
Net income (gross income less expenses) | 2021-12-31 | $-1,930,284 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,930,284 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $12,902 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,730 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PATTERSON AND PATTERSON 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $277,203 |
Expenses. Total of all expenses incurred | 2020-12-31 | $168,823 |
Benefits paid (including direct rollovers) | 2020-12-31 | $166,248 |
Total plan assets at end of year | 2020-12-31 | $1,930,284 |
Total plan assets at beginning of year | 2020-12-31 | $1,821,904 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $63,800 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $664 |
Other income received | 2020-12-31 | $182,962 |
Net income (gross income less expenses) | 2020-12-31 | $108,380 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,930,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,821,904 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $29,777 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,575 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PATTERSON AND PATTERSON 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,290,470 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,589 |
Total plan assets at end of year | 2019-12-31 | $1,821,904 |
Total plan assets at beginning of year | 2019-12-31 | $536,023 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $51,200 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,076,412 |
Other income received | 2019-12-31 | $136,005 |
Net income (gross income less expenses) | 2019-12-31 | $1,285,881 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,821,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $536,023 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $26,853 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,589 |
2018 : PATTERSON AND PATTERSON 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $21,311 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,161 |
Total plan assets at end of year | 2018-12-31 | $536,023 |
Total plan assets at beginning of year | 2018-12-31 | $518,873 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $48,200 |
Other income received | 2018-12-31 | $-49,511 |
Net income (gross income less expenses) | 2018-12-31 | $17,150 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $536,023 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $518,873 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $22,622 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,161 |
2017 : PATTERSON AND PATTERSON 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $147,972 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,249 |
Total plan assets at end of year | 2017-12-31 | $518,873 |
Total plan assets at beginning of year | 2017-12-31 | $374,150 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $44,400 |
Other income received | 2017-12-31 | $84,772 |
Net income (gross income less expenses) | 2017-12-31 | $144,723 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $518,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $374,150 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $18,800 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,249 |
2016 : PATTERSON AND PATTERSON 401(K) PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $90 |
Total income from all sources | 2016-12-31 | $82,330 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,413 |
Total plan assets at end of year | 2016-12-31 | $374,150 |
Total plan assets at beginning of year | 2016-12-31 | $293,323 |
Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,400 |
Other income received | 2016-12-31 | $20,965 |
Net income (gross income less expenses) | 2016-12-31 | $80,917 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $374,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $293,233 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,965 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,413 |
2015 : PATTERSON AND PATTERSON 401(K) PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $90 |
Total plan liabilities at beginning of year | 2015-12-31 | $1,845 |
Total income from all sources | 2015-12-31 | $44,928 |
Total plan assets at end of year | 2015-12-31 | $293,323 |
Total plan assets at beginning of year | 2015-12-31 | $250,150 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $37,565 |
Other income received | 2015-12-31 | $-9,797 |
Net income (gross income less expenses) | 2015-12-31 | $44,928 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $293,233 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $248,305 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,160 |
2021: PATTERSON AND PATTERSON 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: PATTERSON AND PATTERSON 401(K) PLAN 2020 form 5500 responses |
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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: PATTERSON AND PATTERSON 401(K) PLAN 2019 form 5500 responses |
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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: PATTERSON AND PATTERSON 401(K) PLAN 2018 form 5500 responses |
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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: PATTERSON AND PATTERSON 401(K) PLAN 2017 form 5500 responses |
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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: PATTERSON AND PATTERSON 401(K) PLAN 2016 form 5500 responses |
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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: PATTERSON AND PATTERSON 401(K) PLAN 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |