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PATRICK & CO. PROFIT SHARING PLAN 401k Plan overview

Plan NamePATRICK & CO. PROFIT SHARING PLAN
Plan identification number 001

PATRICK & CO. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PATRICK & C0. has sponsored the creation of one or more 401k plans.

Company Name:PATRICK & C0.
Employer identification number (EIN):940755890
NAIC Classification:453210
NAIC Description:Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICK & CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES PATRICK JAMES PATRICK2019-05-29
0012017-01-01JAMES PATRICK JAMES PATRICK2018-07-12
0012016-01-01JAMES PATRICK JAMES PATRICK2017-03-02
0012015-01-01JAMES PATRICK JAMES PATRICK2016-06-15
0012014-01-01JAMES PATRICK JAMES PATRICK2015-07-08
0012013-01-01JAMES PATRICK JAMES PATRICK2014-07-14
0012012-01-01JAMES PATRICK JAMES PATRICK2013-07-05
0012011-01-01JAMES PATRICK2012-07-09 JAMES PATRICK2012-07-09
0012010-01-01JAMES PATRICK
0012009-01-01JAMES PATRICK

Plan Statistics for PATRICK & CO. PROFIT SHARING PLAN

401k plan membership statisitcs for PATRICK & CO. PROFIT SHARING PLAN

Measure Date Value
2022: PATRICK & CO. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-0114
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0117
Number of participants with account balances2022-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PATRICK & CO. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PATRICK & CO. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0120
Total participants2020-01-0120
Number of participants with account balances2020-01-0119
2019: PATRICK & CO. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0119
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PATRICK & CO. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PATRICK & CO. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0122
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PATRICK & CO. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PATRICK & CO. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PATRICK & CO. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PATRICK & CO. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: PATRICK & CO. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2010: PATRICK & CO. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0136
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0140
Number of participants with account balances2010-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: PATRICK & CO. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PATRICK & CO. PROFIT SHARING PLAN

Measure Date Value
2022 : PATRICK & CO. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-263,241
Expenses. Total of all expenses incurred2022-12-31$262,589
Total plan assets at end of year2022-12-31$3,550,186
Total plan assets at beginning of year2022-12-31$4,076,016
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$-388,241
Net income (gross income less expenses)2022-12-31$-525,830
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,550,186
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,076,016
Total contributions received or receivable from employer(s)2022-12-31$125,000
Value of corrective distributions2022-12-31$262,589
2021 : PATRICK & CO. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$804,569
Expenses. Total of all expenses incurred2021-12-31$176,597
Total plan assets at end of year2021-12-31$4,076,016
Total plan assets at beginning of year2021-12-31$3,448,044
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$724,569
Net income (gross income less expenses)2021-12-31$627,972
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,076,016
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,448,044
Total contributions received or receivable from employer(s)2021-12-31$80,000
Value of corrective distributions2021-12-31$176,597
2020 : PATRICK & CO. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$346,802
Expenses. Total of all expenses incurred2020-12-31$99,836
Benefits paid (including direct rollovers)2020-12-31$99,836
Total plan assets at end of year2020-12-31$3,448,044
Total plan assets at beginning of year2020-12-31$3,201,078
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$266,802
Net income (gross income less expenses)2020-12-31$246,966
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,448,044
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,201,078
Total contributions received or receivable from employer(s)2020-12-31$80,000
2019 : PATRICK & CO. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$630,833
Expenses. Total of all expenses incurred2019-12-31$75,771
Benefits paid (including direct rollovers)2019-12-31$67,607
Total plan assets at end of year2019-12-31$3,201,078
Total plan assets at beginning of year2019-12-31$2,646,016
Value of fidelity bond covering the plan2019-12-31$275,000
Expenses. Other expenses not covered elsewhere2019-12-31$8,164
Other income received2019-12-31$490,833
Net income (gross income less expenses)2019-12-31$555,062
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,201,078
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,646,016
Total contributions received or receivable from employer(s)2019-12-31$140,000
2018 : PATRICK & CO. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-109,127
Expenses. Total of all expenses incurred2018-12-31$74,034
Benefits paid (including direct rollovers)2018-12-31$74,034
Total plan assets at end of year2018-12-31$2,646,616
Total plan assets at beginning of year2018-12-31$2,829,777
Value of fidelity bond covering the plan2018-12-31$275,000
Other income received2018-12-31$-199,127
Net income (gross income less expenses)2018-12-31$-183,161
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,646,616
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,829,777
Total contributions received or receivable from employer(s)2018-12-31$90,000
2017 : PATRICK & CO. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$377,547
Expenses. Total of all expenses incurred2017-12-31$215,132
Benefits paid (including direct rollovers)2017-12-31$215,127
Total plan assets at end of year2017-12-31$2,829,777
Total plan assets at beginning of year2017-12-31$2,667,362
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$5
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$307,547
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$162,415
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,829,777
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,667,362
Total contributions received or receivable from employer(s)2017-12-31$70,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : PATRICK & CO. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$311,583
Expenses. Total of all expenses incurred2016-12-31$152,228
Benefits paid (including direct rollovers)2016-12-31$152,223
Total plan assets at end of year2016-12-31$2,667,362
Total plan assets at beginning of year2016-12-31$2,508,007
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$5
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$261,583
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$159,355
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,667,362
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,508,007
Total contributions received or receivable from employer(s)2016-12-31$50,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PATRICK & CO. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$111,941
Expenses. Total of all expenses incurred2015-12-31$124,774
Benefits paid (including direct rollovers)2015-12-31$124,767
Total plan assets at end of year2015-12-31$2,508,007
Total plan assets at beginning of year2015-12-31$2,520,840
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$7
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$71,941
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-12,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,508,007
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,520,840
Total contributions received or receivable from employer(s)2015-12-31$40,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PATRICK & CO. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$134,344
Expenses. Total of all expenses incurred2014-12-31$68,230
Benefits paid (including direct rollovers)2014-12-31$68,230
Total plan assets at end of year2014-12-31$2,520,840
Total plan assets at beginning of year2014-12-31$2,454,726
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$109,344
Net income (gross income less expenses)2014-12-31$66,114
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,520,840
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,454,726
Total contributions received or receivable from employer(s)2014-12-31$25,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PATRICK & CO. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$374,262
Expenses. Total of all expenses incurred2013-12-31$117,499
Benefits paid (including direct rollovers)2013-12-31$117,488
Total plan assets at end of year2013-12-31$2,454,726
Total plan assets at beginning of year2013-12-31$2,197,963
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$11
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$374,262
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$256,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,454,726
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,197,963
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : PATRICK & CO. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$187,744
Expenses. Total of all expenses incurred2012-12-31$195,601
Benefits paid (including direct rollovers)2012-12-31$153,561
Total plan assets at end of year2012-12-31$2,197,963
Total plan assets at beginning of year2012-12-31$2,205,820
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$42,040
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$187,744
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-7,857
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,197,963
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,205,820
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2010 : PATRICK & CO. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$214,164
Expenses. Total of all expenses incurred2010-12-31$78,776
Benefits paid (including direct rollovers)2010-12-31$78,767
Total plan assets at end of year2010-12-31$2,043,362
Total plan assets at beginning of year2010-12-31$1,907,974
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$9
Noncash contributions received2010-12-31$214,164
Net income (gross income less expenses)2010-12-31$135,388
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,043,362
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,907,974

Form 5500 Responses for PATRICK & CO. PROFIT SHARING PLAN

2022: PATRICK & CO. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATRICK & CO. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATRICK & CO. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATRICK & CO. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PATRICK & CO. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATRICK & CO. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATRICK & CO. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PATRICK & CO. PROFIT SHARING 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PATRICK & CO. PROFIT SHARING 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PATRICK & CO. PROFIT SHARING 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PATRICK & CO. PROFIT SHARING 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2010: PATRICK & CO. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PATRICK & CO. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number18129
Policy instance 1
Insurance contract or identification number18129
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number18129
Policy instance 1
Insurance contract or identification number18129
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number18129
Policy instance 1
Insurance contract or identification number18129
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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