401k Plan data: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. plan

RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 401k Plan overview

Plan Name	RETIREMENT SAVINGS PLAN FOR PATTON'S INC.
Plan identification number	001

RETIREMENT SAVINGS PLAN FOR PATTON'S INC. Benefits

401k Plan Type

Defined 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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATTON'S INC. has sponsored the creation of one or more 401k plans.

Company Name: PATTON'S INC.

Employer identification number (EIN): 560711948

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN FOR PATTON'S INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-04-01
001 2017-04-01 TONY ARMENI
001 2016-04-01 DAVID DOUGHERTY
001 2015-04-01 DAVID DOUGHERTY
001 2014-04-01 DAVID DOUGHERTY
001 2013-04-01 DAVID DOUGHERTY
001 2012-06-01 GARY BEAM WENDY GRIFFIN 2014-01-14
001 2011-06-01 WENDY GRIFFIN
001 2010-06-01 CINDY PATTON
001 2009-06-01 DEBORAH BETHUNE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-04-01
001	2017-04-01	TONY ARMENI
001	2016-04-01	DAVID DOUGHERTY
001	2015-04-01	DAVID DOUGHERTY
001	2014-04-01	DAVID DOUGHERTY
001	2013-04-01	DAVID DOUGHERTY
001	2012-06-01	GARY BEAM	WENDY GRIFFIN	2014-01-14
001	2011-06-01	WENDY GRIFFIN
001	2010-06-01	CINDY PATTON
001	2009-06-01	DEBORAH BETHUNE

Plan Statistics for RETIREMENT SAVINGS PLAN FOR PATTON'S INC.

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN FOR PATTON'S INC.

Measure Date Value
2018: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2018 401k membership
Total participants, beginning-of-year 2018-04-01 181
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 117
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 74
Total of all active and inactive participants 2018-04-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 191
Number of participants with account balances 2018-04-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2017 401k membership
Total participants, beginning-of-year 2017-04-01 180
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 123
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 49
Total of all active and inactive participants 2017-04-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 172
Number of participants with account balances 2017-04-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2016 401k membership
Total participants, beginning-of-year 2016-04-01 187
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 127
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 52
Total of all active and inactive participants 2016-04-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 179
Number of participants with account balances 2016-04-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2015 401k membership
Total participants, beginning-of-year 2015-04-01 180
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 131
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 54
Total of all active and inactive participants 2015-04-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 185
Number of participants with account balances 2015-04-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2014 401k membership
Total participants, beginning-of-year 2014-04-01 176
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 122
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 54
Total of all active and inactive participants 2014-04-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 1
Total participants 2014-04-01 177
Number of participants with account balances 2014-04-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2013 401k membership
Total participants, beginning-of-year 2013-04-01 178
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 130
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 43
Total of all active and inactive participants 2013-04-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 173
Number of participants with account balances 2013-04-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 1
2012: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2012 401k membership
Total participants, beginning-of-year 2012-06-01 183
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 104
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 71
Total of all active and inactive participants 2012-06-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 175
Number of participants with account balances 2012-06-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 3
2011: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2011 401k membership
Total participants, beginning-of-year 2011-06-01 174
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 119
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 53
Total of all active and inactive participants 2011-06-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 172
Number of participants with account balances 2011-06-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 8
2010: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2010 401k membership
Total participants, beginning-of-year 2010-06-01 211
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 124
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 44
Total of all active and inactive participants 2010-06-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 168
Number of participants with account balances 2010-06-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 3
2009: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2009 401k membership
Total participants, beginning-of-year 2009-06-01 215
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 126
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 79
Total of all active and inactive participants 2009-06-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 205
Number of participants with account balances 2009-06-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 4

Measure	Date	Value
2018: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2018 401k membership
Total participants, beginning-of-year	2018-04-01	181
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	117
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	74
Total of all active and inactive participants	2018-04-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	191
Number of participants with account balances	2018-04-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2017 401k membership
Total participants, beginning-of-year	2017-04-01	180
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	123
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	49
Total of all active and inactive participants	2017-04-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	172
Number of participants with account balances	2017-04-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2016 401k membership
Total participants, beginning-of-year	2016-04-01	187
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	127
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	52
Total of all active and inactive participants	2016-04-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	179
Number of participants with account balances	2016-04-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2015 401k membership
Total participants, beginning-of-year	2015-04-01	180
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	131
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	54
Total of all active and inactive participants	2015-04-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	185
Number of participants with account balances	2015-04-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2014 401k membership
Total participants, beginning-of-year	2014-04-01	176
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	122
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	54
Total of all active and inactive participants	2014-04-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	1
Total participants	2014-04-01	177
Number of participants with account balances	2014-04-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2013 401k membership
Total participants, beginning-of-year	2013-04-01	178
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	130
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	43
Total of all active and inactive participants	2013-04-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	173
Number of participants with account balances	2013-04-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	1
2012: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2012 401k membership
Total participants, beginning-of-year	2012-06-01	183
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	104
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	71
Total of all active and inactive participants	2012-06-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	175
Number of participants with account balances	2012-06-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	3
2011: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2011 401k membership
Total participants, beginning-of-year	2011-06-01	174
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	119
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	53
Total of all active and inactive participants	2011-06-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	172
Number of participants with account balances	2011-06-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	8
2010: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2010 401k membership
Total participants, beginning-of-year	2010-06-01	211
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	124
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	44
Total of all active and inactive participants	2010-06-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	168
Number of participants with account balances	2010-06-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	3
2009: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2009 401k membership
Total participants, beginning-of-year	2009-06-01	215
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	126
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	79
Total of all active and inactive participants	2009-06-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	205
Number of participants with account balances	2009-06-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	4

Financial Data on RETIREMENT SAVINGS PLAN FOR PATTON'S INC.

Measure	Date	Value
2019 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$1,285,774
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$894,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$892,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$962,470
Value of total assets at end of year	2019-03-31	$8,203,417
Value of total assets at beginning of year	2019-03-31	$7,811,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$1,415
Total interest from all sources	2019-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$361,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$361,446
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$500,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$526,258
Participant contributions at beginning of year	2019-03-31	$22,124
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$245,931
Administrative expenses (other) incurred	2019-03-31	$1,415
Total non interest bearing cash at end of year	2019-03-31	$27,063
Total non interest bearing cash at beginning of year	2019-03-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$391,681
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$8,203,417
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$7,811,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$7,778,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$6,557,225
Value of interest in common/collective trusts at end of year	2019-03-31	$398,068
Value of interest in common/collective trusts at beginning of year	2019-03-31	$1,224,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$-43,954
Net investment gain or loss from common/collective trusts	2019-03-31	$5,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$190,281
Employer contributions (assets) at beginning of year	2019-03-31	$8,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$892,678
Did the plan have assets held for investment	2019-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2019-03-31	562171449
2018 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$1,380,194
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$653,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$651,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$648,223
Value of total assets at end of year	2018-03-31	$7,811,736
Value of total assets at beginning of year	2018-03-31	$7,084,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$1,694
Total interest from all sources	2018-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$183,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$183,650
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$467,677
Participant contributions at end of year	2018-03-31	$22,124
Participant contributions at beginning of year	2018-03-31	$20,774
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$1,264
Administrative expenses (other) incurred	2018-03-31	$1,694
Total non interest bearing cash at end of year	2018-03-31	$50
Total non interest bearing cash at beginning of year	2018-03-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$727,119
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$7,811,736
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$7,084,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$6,557,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$5,822,384
Value of interest in common/collective trusts at end of year	2018-03-31	$1,224,169
Value of interest in common/collective trusts at beginning of year	2018-03-31	$1,233,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$482,273
Net investment gain or loss from common/collective trusts	2018-03-31	$66,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$179,282
Employer contributions (assets) at end of year	2018-03-31	$8,168
Employer contributions (assets) at beginning of year	2018-03-31	$7,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$651,381
Did the plan have assets held for investment	2018-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2018-03-31	562171449
2017 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$13,399
Total income from all sources (including contributions)	2017-03-31	$1,459,846
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$732,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$730,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$690,537
Value of total assets at end of year	2017-03-31	$7,084,617
Value of total assets at beginning of year	2017-03-31	$6,370,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$1,715
Total interest from all sources	2017-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$135,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$135,342
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$496,756
Participant contributions at end of year	2017-03-31	$20,774
Participant contributions at beginning of year	2017-03-31	$34,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$13,399
Administrative expenses (other) incurred	2017-03-31	$1,715
Total non interest bearing cash at end of year	2017-03-31	$200
Total non interest bearing cash at beginning of year	2017-03-31	$366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$727,445
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$7,084,617
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$6,357,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$5,822,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$5,062,193
Value of interest in common/collective trusts at end of year	2017-03-31	$1,233,683
Value of interest in common/collective trusts at beginning of year	2017-03-31	$1,263,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$571,582
Net investment gain or loss from common/collective trusts	2017-03-31	$62,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$193,781
Employer contributions (assets) at end of year	2017-03-31	$7,576
Employer contributions (assets) at beginning of year	2017-03-31	$10,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$730,686
Did the plan have assets held for investment	2017-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2017-03-31	562171449
2016 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$13,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$718,172
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$733,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$730,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$848,074
Value of total assets at end of year	2016-03-31	$6,370,571
Value of total assets at beginning of year	2016-03-31	$6,372,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$3,051
Total interest from all sources	2016-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$185,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-31	$185,014
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$565,678
Participant contributions at end of year	2016-03-31	$34,393
Participant contributions at beginning of year	2016-03-31	$29,542
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$82,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-03-31	$13,399
Administrative expenses (other) incurred	2016-03-31	$3,051
Total non interest bearing cash at end of year	2016-03-31	$366
Total non interest bearing cash at beginning of year	2016-03-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-15,669
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$6,357,172
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$6,372,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$5,062,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$5,116,340
Value of interest in common/collective trusts at end of year	2016-03-31	$1,263,467
Value of interest in common/collective trusts at beginning of year	2016-03-31	$1,216,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-312,651
Net investment gain or loss from common/collective trusts	2016-03-31	$-2,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$200,393
Employer contributions (assets) at end of year	2016-03-31	$10,152
Employer contributions (assets) at beginning of year	2016-03-31	$10,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$730,790
Did the plan have assets held for investment	2016-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2016-03-31	562171449
2015 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$1,164,113
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$935,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$931,591
Value of total corrective distributions	2015-03-31	$1,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$774,192
Value of total assets at end of year	2015-03-31	$6,372,841
Value of total assets at beginning of year	2015-03-31	$6,144,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$3,202
Total interest from all sources	2015-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$213,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$213,527
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$464,872
Participant contributions at end of year	2015-03-31	$29,542
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$126,917
Administrative expenses (other) incurred	2015-03-31	$3,202
Total non interest bearing cash at end of year	2015-03-31	$100
Total non interest bearing cash at beginning of year	2015-03-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$228,290
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$6,372,841
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$6,144,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$5,116,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$4,753,745
Value of interest in common/collective trusts at end of year	2015-03-31	$1,216,300
Value of interest in common/collective trusts at beginning of year	2015-03-31	$1,390,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$147,728
Net investment gain or loss from common/collective trusts	2015-03-31	$28,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$182,403
Employer contributions (assets) at end of year	2015-03-31	$10,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$931,591
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2015-03-31	562171449
2014 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$1,345,794
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$4,359,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$4,350,318
Value of total corrective distributions	2014-03-31	$676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$563,580
Value of total assets at end of year	2014-03-31	$6,144,551
Value of total assets at beginning of year	2014-03-31	$9,158,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$8,975
Total interest from all sources	2014-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$93,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$93,511
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$399,890
Administrative expenses (other) incurred	2014-03-31	$8,975
Total non interest bearing cash at end of year	2014-03-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$-3,014,175
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$6,144,551
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$9,158,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$4,753,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$5,446,474
Value of interest in common/collective trusts at end of year	2014-03-31	$1,390,756
Value of interest in common/collective trusts at beginning of year	2014-03-31	$3,712,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$561,696
Net investment gain or loss from common/collective trusts	2014-03-31	$127,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$163,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$4,350,318
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2014-03-31	562171449
2013 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$1,682,040
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$545,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$523,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$524,547
Value of total assets at end of year	2013-03-31	$9,158,726
Value of total assets at beginning of year	2013-03-31	$8,022,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$21,894
Total interest from all sources	2013-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$153,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$153,448
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$363,059
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$10,001
Administrative expenses (other) incurred	2013-03-31	$21,894
Total non interest bearing cash at beginning of year	2013-03-31	$8,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$1,136,311
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$9,158,726
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$8,022,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$5,446,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$6,880,836
Value of interest in common/collective trusts at end of year	2013-03-31	$3,712,252
Value of interest in common/collective trusts at beginning of year	2013-03-31	$1,132,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$918,897
Net investment gain or loss from common/collective trusts	2013-03-31	$85,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$151,487
Employer contributions (assets) at beginning of year	2013-03-31	$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$523,835
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2013-03-31	562171449
2012 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$145,396
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$1,752,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$1,738,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$665,833
Value of total assets at end of year	2012-05-31	$8,022,415
Value of total assets at beginning of year	2012-05-31	$9,629,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$13,453
Total interest from all sources	2012-05-31	$17,569
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$149,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$149,145
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$424,170
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$64,081
Administrative expenses (other) incurred	2012-05-31	$13,453
Total non interest bearing cash at end of year	2012-05-31	$8,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-1,606,946
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$8,022,415
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$9,629,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$6,880,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$1,400,684
Value of interest in pooled separate accounts at end of year	2012-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$8,228,677
Interest earned on other investments	2012-05-31	$17,569
Value of interest in common/collective trusts at end of year	2012-05-31	$1,132,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-694,876
Net investment gain or loss from common/collective trusts	2012-05-31	$7,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$177,582
Employer contributions (assets) at end of year	2012-05-31	$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$1,738,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	Yes
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	SCARF PERA & CO. PLLC
Accountancy firm EIN	2012-05-31	562171449
2011 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$2,112,740
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$1,525,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$1,514,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$536,418
Value of total assets at end of year	2011-05-31	$9,629,361
Value of total assets at beginning of year	2011-05-31	$9,041,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$11,062
Total interest from all sources	2011-05-31	$42,185
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$700,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$396,539
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$139,879
Other income not declared elsewhere	2011-05-31	$-87
Administrative expenses (other) incurred	2011-05-31	$11,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$587,606
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$9,629,361
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$9,041,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in pooled separate accounts at end of year	2011-05-31	$8,228,677
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$7,507,240
Interest earned on other investments	2011-05-31	$42,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$1,400,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$1,534,515
Net investment gain/loss from pooled separate accounts	2011-05-31	$1,534,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$1,514,072
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	SCHARF PERA & CO., PLLC
Accountancy firm EIN	2011-05-31	562171449
2010 : RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for RETIREMENT SAVINGS PLAN FOR PATTON'S INC.

2018: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT SAVINGS PLAN FOR PATTON'S INC. 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038562

Policy instance

Insurance contract or identification number	038562
Number of Individuals Covered	0
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,542
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38562-001

Policy instance

Insurance contract or identification number	38562-001
Number of Individuals Covered	168
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,446
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PATTON'S INC.
Employer identification number (EIN):	560711948
NAIC Classification:	423800