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PATTERSON COMPANIES, INC. 401 (K) PLAN 401k Plan overview

Plan NamePATTERSON COMPANIES, INC. 401 (K) PLAN
Plan identification number 045

PATTERSON COMPANIES, INC. 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATTERSON COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PATTERSON COMPANIES, INC.
Employer identification number (EIN):410886515
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about PATTERSON COMPANIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-10-27
Company Identification Number: K41525
Legal Registered Office Address: 204 E. Terrace Drive

PLANT CITY

33563

More information about PATTERSON COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATTERSON COMPANIES, INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0452022-01-01
0452021-01-01
0452020-01-01
0452019-01-01
0452018-01-01
0452017-01-01DON ZURBAY DON ZURBAY2018-10-15
0452016-01-01ANN GUGINO ANN GUGINO2017-10-16
0452015-01-01ANN GUGINO
0452014-01-01ANN GUGINO
0452013-01-01ROYCE S. ARMSTRONG ROYCE S. ARMSTRONG2014-10-15
0452012-01-01ROYCE S. ARMSTRONG
0452011-01-01ROYCE S. ARMSTRONG
0452009-01-01ROYCE S. ARMSTRONG
0452009-01-01 ROYCE S. ARMSTRONG2010-10-12
0452009-01-01ROYCE S. ARMSTRONG

Plan Statistics for PATTERSON COMPANIES, INC. 401 (K) PLAN

401k plan membership statisitcs for PATTERSON COMPANIES, INC. 401 (K) PLAN

Measure Date Value
2022: PATTERSON COMPANIES, INC. 401 (K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,113
Total number of active participants reported on line 7a of the Form 55002022-01-016,132
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-011,895
Total of all active and inactive participants2022-01-018,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-018,055
Number of participants with account balances2022-01-017,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PATTERSON COMPANIES, INC. 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,806
Total number of active participants reported on line 7a of the Form 55002021-01-016,330
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-011,720
Total of all active and inactive participants2021-01-018,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0119
Total participants2021-01-018,071
Number of participants with account balances2021-01-017,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PATTERSON COMPANIES, INC. 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,807
Total number of active participants reported on line 7a of the Form 55002020-01-016,348
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011,434
Total of all active and inactive participants2020-01-017,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-017,802
Number of participants with account balances2020-01-016,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PATTERSON COMPANIES, INC. 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,707
Total number of active participants reported on line 7a of the Form 55002019-01-016,413
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-011,389
Total of all active and inactive participants2019-01-017,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-017,819
Number of participants with account balances2019-01-016,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PATTERSON COMPANIES, INC. 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,655
Total number of active participants reported on line 7a of the Form 55002018-01-016,401
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011,302
Total of all active and inactive participants2018-01-017,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-017,720
Number of participants with account balances2018-01-016,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: PATTERSON COMPANIES, INC. 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,547
Total number of active participants reported on line 7a of the Form 55002017-01-016,354
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011,350
Total of all active and inactive participants2017-01-017,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-017,721
Number of participants with account balances2017-01-016,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: PATTERSON COMPANIES, INC. 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,822
Total number of active participants reported on line 7a of the Form 55002016-01-016,369
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011,233
Total of all active and inactive participants2016-01-017,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-017,610
Number of participants with account balances2016-01-016,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: PATTERSON COMPANIES, INC. 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,794
Total number of active participants reported on line 7a of the Form 55002015-01-015,471
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011,004
Total of all active and inactive participants2015-01-016,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-016,480
Number of participants with account balances2015-01-015,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PATTERSON COMPANIES, INC. 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,649
Total number of active participants reported on line 7a of the Form 55002014-01-015,920
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01597
Total of all active and inactive participants2014-01-016,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-016,522
Number of participants with account balances2014-01-015,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PATTERSON COMPANIES, INC. 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,569
Total number of active participants reported on line 7a of the Form 55002013-01-016,105
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01536
Total of all active and inactive participants2013-01-016,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-016,649
Number of participants with account balances2013-01-015,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PATTERSON COMPANIES, INC. 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,616
Total number of active participants reported on line 7a of the Form 55002012-01-016,133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01430
Total of all active and inactive participants2012-01-016,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-016,570
Number of participants with account balances2012-01-014,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PATTERSON COMPANIES, INC. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,581
Total number of active participants reported on line 7a of the Form 55002011-01-016,276
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01337
Total of all active and inactive participants2011-01-016,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-016,621
Number of participants with account balances2011-01-014,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PATTERSON COMPANIES, INC. 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,945
Total number of active participants reported on line 7a of the Form 55002009-01-016,378
Number of other retired or separated participants entitled to future benefits2009-01-01818
Total of all active and inactive participants2009-01-017,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-017,203
Number of participants with account balances2009-01-014,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PATTERSON COMPANIES, INC. 401 (K) PLAN

Measure Date Value
2022 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,094,488
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$0
Total income from all sources (including contributions)2022-12-31$-36,860,695
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$43,383,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,820,470
Expenses. Certain deemed distributions of participant loans2022-12-31$4,600
Value of total corrective distributions2022-12-31$148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$70,894,745
Value of total assets at end of year2022-12-31$579,332,879
Value of total assets at beginning of year2022-12-31$658,482,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$558,212
Total interest from all sources2022-12-31$121,326
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,842,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,842,469
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$45,074,931
Participant contributions at end of year2022-12-31$3,802,171
Participant contributions at beginning of year2022-12-31$3,166,583
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,144,236
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,805,990
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,110,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$171,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,072
Other income not declared elsewhere2022-12-31$-2,267,535
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$-80,244,125
Value of net assets at end of year (total assets less liabilities)2022-12-31$579,332,879
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$658,482,516
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$99,469,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$114,062,723
Interest on participant loans2022-12-31$121,326
Value of interest in common/collective trusts at end of year2022-12-31$467,833,417
Value of interest in common/collective trusts at beginning of year2022-12-31$533,267,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,956,166
Net investment gain or loss from common/collective trusts2022-12-31$-83,495,534
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$19,709,424
Employer contributions (assets) at end of year2022-12-31$1,055,361
Employer contributions (assets) at beginning of year2022-12-31$1,180,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$42,648,554
Contract administrator fees2022-12-31$558,212
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 name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$4,006,932
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$139,377,327
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$53,380,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$52,819,758
Value of total corrective distributions2021-12-31$8,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$66,318,801
Value of total assets at end of year2021-12-31$658,482,516
Value of total assets at beginning of year2021-12-31$568,478,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$551,867
Total interest from all sources2021-12-31$57,833
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,473,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,473,306
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$40,541,973
Participant contributions at end of year2021-12-31$3,166,583
Participant contributions at beginning of year2021-12-31$4,088
Participant contributions at beginning of year2021-12-31$-650
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,805,990
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,167,311
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,650,906
Other income not declared elsewhere2021-12-31$205,998
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$85,997,225
Value of net assets at end of year (total assets less liabilities)2021-12-31$658,482,516
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$568,478,359
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$114,062,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$94,827,434
Interest on participant loans2021-12-31$57,833
Value of interest in common/collective trusts at end of year2021-12-31$533,267,049
Value of interest in common/collective trusts at beginning of year2021-12-31$468,480,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,444,090
Net investment gain or loss from common/collective trusts2021-12-31$54,877,299
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$19,125,922
Employer contributions (assets) at end of year2021-12-31$1,180,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$52,819,758
Contract administrator fees2021-12-31$551,867
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,439,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$60,988
Total income from all sources (including contributions)2020-12-31$109,837,236
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,695,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,181,985
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,479,734
Value of total assets at end of year2020-12-31$568,478,359
Value of total assets at beginning of year2020-12-31$497,958,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$513,201
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$659
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,363,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,363,924
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$33,880,056
Participant contributions at end of year2020-12-31$4,088
Participant contributions at beginning of year2020-12-31$16,179
Participant contributions at end of year2020-12-31$-650
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,167,311
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,050,319
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,563,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$60,988
Other income not declared elsewhere2020-12-31$1,441,648
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$67,142,050
Value of net assets at end of year (total assets less liabilities)2020-12-31$568,478,359
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$497,897,250
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,827,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,661,633
Interest on participant loans2020-12-31$659
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$468,480,176
Value of interest in common/collective trusts at beginning of year2020-12-31$425,230,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,269,849
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$56,281,422
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$36,250
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,181,985
Contract administrator fees2020-12-31$513,201
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,482,396
Total transfer of assets to this plan2019-12-31$3,482,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$297,448
Total income from all sources (including contributions)2019-12-31$125,496,647
Total income from all sources (including contributions)2019-12-31$125,496,647
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$45,246,478
Total of all expenses incurred2019-12-31$45,246,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,743,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,743,795
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,356,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,356,524
Value of total assets at end of year2019-12-31$497,958,238
Value of total assets at end of year2019-12-31$497,958,238
Value of total assets at beginning of year2019-12-31$414,462,133
Value of total assets at beginning of year2019-12-31$414,462,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$502,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$502,683
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,890
Total interest from all sources2019-12-31$1,890
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$904,155
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$904,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$904,155
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$904,155
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$32,762,555
Contributions received from participants2019-12-31$32,762,555
Participant contributions at end of year2019-12-31$16,179
Participant contributions at end of year2019-12-31$16,179
Participant contributions at beginning of year2019-12-31$71,922
Participant contributions at beginning of year2019-12-31$71,922
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,050,319
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,050,319
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,748,509
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,748,509
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,593,969
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,593,969
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$25
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$60,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$60,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$297,448
Other income not declared elsewhere2019-12-31$461,949
Other income not declared elsewhere2019-12-31$461,949
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$80,250,169
Value of net income/loss2019-12-31$80,250,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$497,897,250
Value of net assets at end of year (total assets less liabilities)2019-12-31$497,897,250
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$414,164,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,661,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,661,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,176,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,176,638
Interest on participant loans2019-12-31$1,890
Interest on participant loans2019-12-31$1,890
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$425,230,107
Value of interest in common/collective trusts at end of year2019-12-31$425,230,107
Value of interest in common/collective trusts at beginning of year2019-12-31$358,465,064
Value of interest in common/collective trusts at beginning of year2019-12-31$358,465,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,543,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,543,740
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$72,228,389
Net investment gain or loss from common/collective trusts2019-12-31$72,228,389
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,743,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,743,770
Contract administrator fees2019-12-31$502,683
Contract administrator fees2019-12-31$502,683
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,540,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$297,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$42,765
Total income from all sources (including contributions)2018-12-31$7,096,403
Total loss/gain on sale of assets2018-12-31$1,854,313
Total of all expenses incurred2018-12-31$45,286,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,807,355
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,263,019
Value of total assets at end of year2018-12-31$414,462,133
Value of total assets at beginning of year2018-12-31$447,856,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$478,979
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,612
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$746,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$746,049
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$29,540,281
Participant contributions at end of year2018-12-31$71,922
Participant contributions at beginning of year2018-12-31$191,142
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,748,509
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$852,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,722,798
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$65
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$297,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$42,765
Other income not declared elsewhere2018-12-31$-88,071
Administrative expenses (other) incurred2018-12-31$1,880
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,189,931
Value of net assets at end of year (total assets less liabilities)2018-12-31$414,164,685
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$447,813,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,176,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,490,193
Interest on participant loans2018-12-31$5,612
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$358,465,064
Value of interest in common/collective trusts at beginning of year2018-12-31$398,323,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,052,075
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-22,632,444
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$-60
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,807,290
Contract administrator fees2018-12-31$477,099
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,854,313
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,295,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$42,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,477
Total income from all sources (including contributions)2017-12-31$98,659,503
Total loss/gain on sale of assets2017-12-31$1,135,043
Total of all expenses incurred2017-12-31$61,735,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$61,284,375
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,569,560
Value of total assets at end of year2017-12-31$447,856,423
Value of total assets at beginning of year2017-12-31$400,649,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$451,554
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$12,514
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$599,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$599,173
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$27,122,267
Participant contributions at end of year2017-12-31$191,142
Participant contributions at beginning of year2017-12-31$396,048
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$852,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$860,514
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,447,293
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$42,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$55,477
Other income not declared elsewhere2017-12-31$147,647
Administrative expenses (other) incurred2017-12-31$275
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$36,923,574
Value of net assets at end of year (total assets less liabilities)2017-12-31$447,813,658
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$400,594,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,490,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,241,183
Interest on participant loans2017-12-31$12,514
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$398,323,088
Value of interest in common/collective trusts at beginning of year2017-12-31$365,152,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,327,771
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$56,867,795
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$61,284,375
Contract administrator fees2017-12-31$451,279
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,135,043
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$9,918,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$176,240
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$54,007,917
Total loss/gain on sale of assets2016-12-31$982,007
Total of all expenses incurred2016-12-31$63,154,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$62,592,760
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$166,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,495,088
Value of total assets at end of year2016-12-31$400,649,864
Value of total assets at beginning of year2016-12-31$399,999,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$395,950
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$25,264
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,536,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,536,536
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$27,135,490
Participant contributions at end of year2016-12-31$396,048
Participant contributions at beginning of year2016-12-31$782,508
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$860,514
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,359,598
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$55,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$176,240
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$660
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-9,147,077
Value of net assets at end of year (total assets less liabilities)2016-12-31$400,594,387
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$399,822,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,241,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$289,892,954
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$49,737,486
Interest on participant loans2016-12-31$25,264
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$365,152,119
Value of interest in common/collective trusts at beginning of year2016-12-31$59,586,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,468,476
Net investment gain/loss from pooled separate accounts2016-12-31$-1,706,186
Net investment gain or loss from common/collective trusts2016-12-31$20,206,732
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$62,592,760
Contract administrator fees2016-12-31$395,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$982,007
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-21,892,929
Total unrealized appreciation/depreciation of assets2015-12-31$-21,892,929
Total transfer of assets to this plan2015-12-31$64,126,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$176,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$508,144
Total income from all sources (including contributions)2015-12-31$24,147,417
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$42,727,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,373,314
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,323,617
Value of total assets at end of year2015-12-31$399,999,089
Value of total assets at beginning of year2015-12-31$354,784,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$354,063
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$27,323,617
Participant contributions at end of year2015-12-31$782,508
Participant contributions at beginning of year2015-12-31$5,478
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$176,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$508,144
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,579,960
Value of net assets at end of year (total assets less liabilities)2015-12-31$399,822,849
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$354,275,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$289,892,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$293,793,502
Value of interest in pooled separate accounts at end of year2015-12-31$49,737,486
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$59,586,141
Value of interest in common/collective trusts at beginning of year2015-12-31$60,985,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$18,716,729
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$42,373,314
Contract administrator fees2015-12-31$354,063
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,213,091
Total unrealized appreciation/depreciation of assets2014-12-31$7,213,091
Total transfer of assets to this plan2014-12-31$12,154,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$508,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$287,020
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$47,920,627
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,555,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,213,475
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,666,867
Value of total assets at end of year2014-12-31$354,784,086
Value of total assets at beginning of year2014-12-31$331,043,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$342,074
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$23,666,867
Participant contributions at end of year2014-12-31$5,478
Participant contributions at beginning of year2014-12-31$7,213
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$508,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$287,020
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$11,365,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$354,275,942
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$330,755,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$293,793,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$268,469,348
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$60,985,106
Value of interest in common/collective trusts at beginning of year2014-12-31$62,566,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$17,040,669
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,213,475
Contract administrator fees2014-12-31$342,074
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$51,517,843
Total unrealized appreciation/depreciation of assets2013-12-31$51,517,843
Total transfer of assets to this plan2013-12-31$11,869,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$287,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$406,403
Total income from all sources (including contributions)2013-12-31$80,829,483
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$30,562,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,438,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,055,862
Value of total assets at end of year2013-12-31$331,043,002
Value of total assets at beginning of year2013-12-31$269,025,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$124,026
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,055,862
Participant contributions at end of year2013-12-31$7,213
Participant contributions at beginning of year2013-12-31$9,707
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$287,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$406,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$50,267,413
Value of net assets at end of year (total assets less liabilities)2013-12-31$330,755,982
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$268,618,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$268,469,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$196,641,939
Value of interest in common/collective trusts at end of year2013-12-31$62,566,441
Value of interest in common/collective trusts at beginning of year2013-12-31$72,373,442
Net investment gain or loss from common/collective trusts2013-12-31$9,255,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,438,044
Contract administrator fees2013-12-31$124,026
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$29,965,895
Total unrealized appreciation/depreciation of assets2012-12-31$29,965,895
Total transfer of assets to this plan2012-12-31$9,870,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$406,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$626,903
Total income from all sources (including contributions)2012-12-31$51,729,966
Total of all expenses incurred2012-12-31$28,277,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,259,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,678,912
Value of total assets at end of year2012-12-31$269,025,088
Value of total assets at beginning of year2012-12-31$235,922,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,678,912
Participant contributions at end of year2012-12-31$9,707
Participant contributions at beginning of year2012-12-31$30,137
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$406,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$626,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$23,452,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$268,618,685
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$235,295,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$196,641,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$166,583,533
Value of interest in common/collective trusts at end of year2012-12-31$72,373,442
Value of interest in common/collective trusts at beginning of year2012-12-31$69,308,779
Net investment gain or loss from common/collective trusts2012-12-31$3,085,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,259,910
Contract administrator fees2012-12-31$17,798
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,430,923
Total unrealized appreciation/depreciation of assets2011-12-31$-7,430,923
Total transfer of assets to this plan2011-12-31$5,049,564
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$626,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$814,789
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,887,608
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$25,927,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,918,864
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,294,503
Value of total assets at end of year2011-12-31$235,922,449
Value of total assets at beginning of year2011-12-31$244,100,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,351
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,294,503
Participant contributions at end of year2011-12-31$30,137
Participant contributions at beginning of year2011-12-31$86,625
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$626,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$814,789
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-13,039,607
Value of net assets at end of year (total assets less liabilities)2011-12-31$235,295,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$243,285,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$166,583,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$178,650,237
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$69,308,779
Value of interest in common/collective trusts at beginning of year2011-12-31$65,363,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$2,024,028
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,918,864
Contract administrator fees2011-12-31$8,351
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : PATTERSON COMPANIES, INC. 401 (K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$23,600,403
Total unrealized appreciation/depreciation of assets2010-12-31$23,600,403
Total transfer of assets to this plan2010-12-31$4,688,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$814,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$477,477
Total income from all sources (including contributions)2010-12-31$41,951,623
Total of all expenses incurred2010-12-31$18,188,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,153,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,724,943
Value of total assets at end of year2010-12-31$244,100,378
Value of total assets at beginning of year2010-12-31$214,480,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,724,943
Participant contributions at end of year2010-12-31$86,625
Participant contributions at beginning of year2010-12-31$147,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$814,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$477,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$23,763,281
Value of net assets at end of year (total assets less liabilities)2010-12-31$243,285,589
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$214,003,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$178,650,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$154,846,949
Value of interest in common/collective trusts at end of year2010-12-31$65,363,516
Value of interest in common/collective trusts at beginning of year2010-12-31$59,486,053
Net investment gain or loss from common/collective trusts2010-12-31$1,626,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,153,150
Contract administrator fees2010-12-31$35,192
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for PATTERSON COMPANIES, INC. 401 (K) PLAN

2022: PATTERSON COMPANIES, INC. 401 (K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATTERSON COMPANIES, INC. 401 (K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATTERSON COMPANIES, INC. 401 (K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATTERSON COMPANIES, INC. 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PATTERSON COMPANIES, INC. 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATTERSON COMPANIES, INC. 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATTERSON COMPANIES, INC. 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PATTERSON COMPANIES, INC. 401 (K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PATTERSON COMPANIES, INC. 401 (K) PLAN 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 COMPANIES, INC. 401 (K) PLAN 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 COMPANIES, INC. 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 COMPANIES, INC. 401 (K) PLAN 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
2009: PATTERSON COMPANIES, INC. 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520731
Policy instance 1
Insurance contract or identification number520731
Number of Individuals Covered1686
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 Administration0
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

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