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PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 401k Plan overview

Plan NamePATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL
Plan identification number 001

PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PATTERSON & SHERIDAN, LLP has sponsored the creation of one or more 401k plans.

Company Name:PATTERSON & SHERIDAN, LLP
Employer identification number (EIN):223340889
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHAD DOUGHERTY2023-10-09
0012021-01-01CHAD DOUGHERTY2022-11-02
0012020-01-01CHAD DOUGHERTY2021-10-08
0012019-01-01
0012018-01-01JENNIFER DENTON2019-07-10
0012017-01-01MARY LYLES2018-06-28 MARY LYLES2018-06-28
0012016-01-01MARY LYLES2017-07-31
0012015-01-01MARY LYLES
0012014-01-01MARY LYLES
0012013-01-01RHONDA MARLIN RHONDA MARLIN2014-07-14
0012012-01-01RHONDA MARLIN
0012011-01-01RHONDA MARLIN RHONDA MARLIN2012-07-02
0012010-01-01RHONDA MARLIN RHONDA MARLIN2011-06-23
0012009-01-01RHONDA MARLIN RHONDA MARLIN2010-06-28
0012009-01-01RHONDA MARLIN RHONDA MARLIN2010-07-21
0012009-01-01RHONDA MARLIN RHONDA MARLIN2010-06-28

Plan Statistics for PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL

401k plan membership statisitcs for PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL

Measure Date Value
2022: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 401k membership
Total participants, beginning-of-year2022-01-01222
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01225
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 401k membership
Total participants, beginning-of-year2021-01-01118
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 401k membership
Total participants, beginning-of-year2020-01-01127
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01117
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2015: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 401k membership
Total participants, beginning-of-year2015-01-0176
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0185
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 401k membership
Total participants, beginning-of-year2014-01-0173
Total number of active participants reported on line 7a of the Form 55002014-01-0158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0176
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 401k membership
Total participants, beginning-of-year2013-01-0168
Total number of active participants reported on line 7a of the Form 55002013-01-0155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0173
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0168
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 401k membership
Total participants, beginning-of-year2011-01-0178
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0163
Number of participants with account balances2011-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 401k membership
Total participants, beginning-of-year2010-01-0178
Total number of active participants reported on line 7a of the Form 55002010-01-0156
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0178
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2009 401k membership
Total participants, beginning-of-year2009-01-0182
Total number of active participants reported on line 7a of the Form 55002009-01-0156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0178
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL

Measure Date Value
2022 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,262,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$38,015,750
Value of total assets at beginning of year2022-12-31$47,433,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,819
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,564,693
Participant contributions at end of year2022-12-31$88,023
Participant contributions at beginning of year2022-12-31$47,602
Participant contributions at end of year2022-12-31$54,909
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$55,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$3,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$36,260,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$45,634,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,285,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,557,543
Employer contributions (assets) at end of year2022-12-31$1,612,720
Employer contributions (assets) at beginning of year2022-12-31$1,663,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,254,818
Contract administrator fees2022-12-31$7,819
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,544,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$47,433,626
Value of total assets at beginning of year2021-12-31$32,582,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,499
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$930,186
Participant contributions at end of year2021-12-31$47,602
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$32,694
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$55,377
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$45,634,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,557,541
Employer contributions (assets) at end of year2021-12-31$1,663,057
Employer contributions (assets) at beginning of year2021-12-31$1,318,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,520,028
Contract administrator fees2021-12-31$24,499
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31741769118
2020 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 401k financial data
Total transfer of assets to this plan2020-12-31$3,486
Total transfer of assets from this plan2020-12-31$190,489
Total income from all sources (including contributions)2020-12-31$5,813,354
Total of all expenses incurred2020-12-31$3,314,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$32,582,471
Value of total assets at beginning of year2020-12-31$30,270,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$666,389
Participant contributions at end of year2020-12-31$23,415
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$107,334
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,133,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,318,177
Employer contributions (assets) at end of year2020-12-31$1,318,177
Employer contributions (assets) at beginning of year2020-12-31$1,144,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,310,609
Contract administrator fees2020-12-31$3,831
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BRIGGS & VESELKA CO.
Accountancy firm EIN2020-12-31741769118
2015 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 401k financial data
Total income from all sources2015-12-31$1,758,319
Expenses. Total of all expenses incurred2015-12-31$825,089
Benefits paid (including direct rollovers)2015-12-31$823,595
Total plan assets at end of year2015-12-31$16,250,876
Total plan assets at beginning of year2015-12-31$15,317,646
Value of fidelity bond covering the plan2015-12-31$650,000
Total contributions received or receivable from participants2015-12-31$499,032
Expenses. Other expenses not covered elsewhere2015-12-31$1,494
Other income received2015-12-31$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 securities2015-12-31$0
2014 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 401k financial data
Total income from all sources2014-12-31$2,200,214
Expenses. Total of all expenses incurred2014-12-31$352,521
Benefits paid (including direct rollovers)2014-12-31$351,267
Total plan assets at end of year2014-12-31$15,317,646
Total plan assets at beginning of year2014-12-31$13,469,953
Total contributions received or receivable from participants2014-12-31$446,150
Expenses. Other expenses not covered elsewhere2014-12-31$1,254
Contributions received from other sources (not participants or employers)2014-12-31$94,625
Other income received2014-12-31$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 loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$827,286
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 401k financial data
Total income from all sources2013-12-31$3,612,005
Expenses. Total of all expenses incurred2013-12-31$151,405
Benefits paid (including direct rollovers)2013-12-31$150,310
Total plan assets at end of year2013-12-31$13,469,953
Total plan assets at beginning of year2013-12-31$10,009,353
Value of fidelity bond covering the plan2013-12-31$650,000
Total contributions received or receivable from participants2013-12-31$454,124
Expenses. Other expenses not covered elsewhere2013-12-31$1,095
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$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 loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,437,337
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 401k financial data
Total income from all sources2012-12-31$1,597,686
Expenses. Total of all expenses incurred2012-12-31$35,140
Benefits paid (including direct rollovers)2012-12-31$34,244
Total plan assets at end of year2012-12-31$10,009,353
Total plan assets at beginning of year2012-12-31$8,446,807
Value of fidelity bond covering the plan2012-12-31$650,000
Total contributions received or receivable from participants2012-12-31$405,006
Expenses. Other expenses not covered elsewhere2012-12-31$896
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$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 loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 401k financial data
Total income from all sources2011-12-31$1,376,620
Expenses. Total of all expenses incurred2011-12-31$465,898
Benefits paid (including direct rollovers)2011-12-31$463,439
Total plan assets at end of year2011-12-31$8,446,807
Total plan assets at beginning of year2011-12-31$7,536,085
Total contributions received or receivable from participants2011-12-31$388,029
Expenses. Other expenses not covered elsewhere2011-12-31$2,459
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$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 loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$987,100
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 401k financial data
Total income from all sources2010-12-31$1,457,113
Expenses. Total of all expenses incurred2010-12-31$192,798
Benefits paid (including direct rollovers)2010-12-31$170,559
Total plan assets at end of year2010-12-31$7,536,085
Total plan assets at beginning of year2010-12-31$6,271,770
Value of fidelity bond covering the plan2010-12-31$650,000
Total contributions received or receivable from participants2010-12-31$380,607
Expenses. Other expenses not covered elsewhere2010-12-31$-25,288
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$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 loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$113,719
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$47,527
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$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 securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL

2022: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2015: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813652
Policy instance 1
Insurance contract or identification number813652
Number of Individuals Covered225
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813652
Policy instance 1
Insurance contract or identification number813652
Number of Individuals Covered216
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813652
Policy instance 1
Insurance contract or identification number813652
Number of Individuals Covered117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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