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THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN
Plan identification number 001

THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

LAW OFFICE OF GREGORY A. PATTON APC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF GREGORY A. PATTON APC
Employer identification number (EIN):831547230
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN

Measure Date Value
2025 : THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-150
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-15408591
Net assets as of the end of the plan year2025-09-153276862
Total assets as of the beginning of the plan year2025-09-15331234
Value of plan covered by a fidelity bond2025-09-15500000
Participant contributions to plan in this plan year2025-09-150
Value of participant loans at end of plan year2025-09-1548552
Other expenses paid from plan in this plan year2025-09-150
Other contributions to plan in this plan year2025-09-152856461
Other income to plan in this plan year2025-09-15497757
Plan net income in this plan year2025-09-152945627
Net assets as of the end of the plan year2025-09-153276862
Net assets as of the beginning of the plan year2025-09-15331234
Employer contributions to plan in this plan year2025-09-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-15821
2024 : THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-270
Total liabilities as of the end of the plan year2024-09-270
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-27201131
Net assets as of the end of the plan year2024-09-27331234
Total assets as of the beginning of the plan year2024-09-27464640
Value of plan covered by a fidelity bond2024-09-27500000
Participant contributions to plan in this plan year2024-09-270
Other contributions to plan in this plan year2024-09-270
Other income to plan in this plan year2024-09-2767725
Plan net income in this plan year2024-09-27-133406
Net assets as of the end of the plan year2024-09-27331234
Net assets as of the beginning of the plan year2024-09-27464640
Employer contributions to plan in this plan year2024-09-270
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-271131

Potentially related plans

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