PATTERSON & SHERIDAN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL
401k plan membership statisitcs for PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL
Measure | Date | Value |
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2022: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 68 |
Total of all active and inactive participants | 2022-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 225 |
Number of participants with account balances | 2022-01-01 | 225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 16 |
2021: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 135 |
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 | 81 |
Total of all active and inactive participants | 2021-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 216 |
Number of participants with account balances | 2021-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
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 | 32 |
Total of all active and inactive participants | 2020-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 117 |
Number of participants with account balances | 2020-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2015: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 62 |
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 | 23 |
Total of all active and inactive participants | 2015-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 85 |
Number of participants with account balances | 2015-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 76 |
Number of participants with account balances | 2014-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
Total of all active and inactive participants | 2013-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 73 |
Number of participants with account balances | 2013-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 68 |
Number of participants with account balances | 2012-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 63 |
Number of participants with account balances | 2011-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 22 |
Total of all active and inactive participants | 2010-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 78 |
Number of participants with account balances | 2010-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22 |
Total of all active and inactive participants | 2009-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 78 |
Number of participants with account balances | 2009-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,155,239 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,262,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,254,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,126,996 |
Value of total assets at end of year | 2022-12-31 | $38,015,750 |
Value of total assets at beginning of year | 2022-12-31 | $47,433,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,819 |
Total interest from all sources | 2022-12-31 | $3,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,564,693 |
Participant contributions at end of year | 2022-12-31 | $88,023 |
Participant contributions at beginning of year | 2022-12-31 | $47,602 |
Participant contributions at end of year | 2022-12-31 | $54,909 |
Participant contributions at beginning of year | 2022-12-31 | $32,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,760 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $55,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-9,417,876 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $38,015,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,433,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $3,650 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $36,260,098 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $45,634,896 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,285,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,557,543 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,612,720 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,663,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,254,818 |
Contract administrator fees | 2022-12-31 | $7,819 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $10,870,895 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $6,524,787 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,544,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,520,028 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,686,064 |
Value of total assets at end of year | 2021-12-31 | $47,433,626 |
Value of total assets at beginning of year | 2021-12-31 | $32,582,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,499 |
Total interest from all sources | 2021-12-31 | $827 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $930,186 |
Participant contributions at end of year | 2021-12-31 | $47,602 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $32,694 |
Participant contributions at beginning of year | 2021-12-31 | $23,415 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $198,337 |
Total non interest bearing cash at end of year | 2021-12-31 | $55,377 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $107,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,980,260 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,433,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,582,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $827 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $45,634,896 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $31,133,545 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,837,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,557,541 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,663,057 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,318,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,520,028 |
Contract administrator fees | 2021-12-31 | $24,499 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 741769118 |
2020 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 401k financial data |
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Total transfer of assets to this plan | 2020-12-31 | $3,486 |
Total transfer of assets from this plan | 2020-12-31 | $190,489 |
Total income from all sources (including contributions) | 2020-12-31 | $5,813,354 |
Total of all expenses incurred | 2020-12-31 | $3,314,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,310,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,995,979 |
Value of total assets at end of year | 2020-12-31 | $32,582,471 |
Value of total assets at beginning of year | 2020-12-31 | $30,270,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $666,389 |
Participant contributions at end of year | 2020-12-31 | $23,415 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $11,413 |
Total non interest bearing cash at end of year | 2020-12-31 | $107,334 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $19,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,498,914 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,582,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $30,270,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $31,133,545 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $29,107,001 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,817,375 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,318,177 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,318,177 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,144,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,310,609 |
Contract administrator fees | 2020-12-31 | $3,831 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BRIGGS & VESELKA CO. |
Accountancy firm EIN | 2020-12-31 | 741769118 |
2015 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $1,758,319 |
Expenses. Total of all expenses incurred | 2015-12-31 | $825,089 |
Benefits paid (including direct rollovers) | 2015-12-31 | $823,595 |
Total plan assets at end of year | 2015-12-31 | $16,250,876 |
Total plan assets at beginning of year | 2015-12-31 | $15,317,646 |
Value of fidelity bond covering the plan | 2015-12-31 | $650,000 |
Total contributions received or receivable from participants | 2015-12-31 | $499,032 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,494 |
Other income received | 2015-12-31 | $377,335 |
Net income (gross income less expenses) | 2015-12-31 | $933,230 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $16,250,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,317,646 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $881,952 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $2,200,214 |
Expenses. Total of all expenses incurred | 2014-12-31 | $352,521 |
Benefits paid (including direct rollovers) | 2014-12-31 | $351,267 |
Total plan assets at end of year | 2014-12-31 | $15,317,646 |
Total plan assets at beginning of year | 2014-12-31 | $13,469,953 |
Total contributions received or receivable from participants | 2014-12-31 | $446,150 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,254 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $94,625 |
Other income received | 2014-12-31 | $832,153 |
Net income (gross income less expenses) | 2014-12-31 | $1,847,693 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $15,317,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,469,953 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $827,286 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $3,612,005 |
Expenses. Total of all expenses incurred | 2013-12-31 | $151,405 |
Benefits paid (including direct rollovers) | 2013-12-31 | $150,310 |
Total plan assets at end of year | 2013-12-31 | $13,469,953 |
Total plan assets at beginning of year | 2013-12-31 | $10,009,353 |
Value of fidelity bond covering the plan | 2013-12-31 | $650,000 |
Total contributions received or receivable from participants | 2013-12-31 | $454,124 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,095 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,720,544 |
Net income (gross income less expenses) | 2013-12-31 | $3,460,600 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,469,953 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,009,353 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $1,437,337 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,597,686 |
Expenses. Total of all expenses incurred | 2012-12-31 | $35,140 |
Benefits paid (including direct rollovers) | 2012-12-31 | $34,244 |
Total plan assets at end of year | 2012-12-31 | $10,009,353 |
Total plan assets at beginning of year | 2012-12-31 | $8,446,807 |
Value of fidelity bond covering the plan | 2012-12-31 | $650,000 |
Total contributions received or receivable from participants | 2012-12-31 | $405,006 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $896 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $1,192,680 |
Net income (gross income less expenses) | 2012-12-31 | $1,562,546 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,009,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,446,807 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $1,376,620 |
Expenses. Total of all expenses incurred | 2011-12-31 | $465,898 |
Benefits paid (including direct rollovers) | 2011-12-31 | $463,439 |
Total plan assets at end of year | 2011-12-31 | $8,446,807 |
Total plan assets at beginning of year | 2011-12-31 | $7,536,085 |
Total contributions received or receivable from participants | 2011-12-31 | $388,029 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,459 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $1,491 |
Net income (gross income less expenses) | 2011-12-31 | $910,722 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,446,807 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,536,085 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $987,100 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,457,113 |
Expenses. Total of all expenses incurred | 2010-12-31 | $192,798 |
Benefits paid (including direct rollovers) | 2010-12-31 | $170,559 |
Total plan assets at end of year | 2010-12-31 | $7,536,085 |
Total plan assets at beginning of year | 2010-12-31 | $6,271,770 |
Value of fidelity bond covering the plan | 2010-12-31 | $650,000 |
Total contributions received or receivable from participants | 2010-12-31 | $380,607 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $-25,288 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $962,787 |
Net income (gross income less expenses) | 2010-12-31 | $1,264,315 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,536,085 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,271,770 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $113,719 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $47,527 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2022: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
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 – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 form 5500 responses |
---|
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 |
2014: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |