Plan5500

Patterson Pope, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Patterson Pope, Inc (EIN 56-0986683) is a plan sponsor located in Charlotte, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0986683
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Patterson Pope, Inc

  • 2 loaded plans hold $39.4M in reported assets.
  • The largest, Patterson Pope, Inc Employee Stock Ownership Plan, holds 55% of this company's reported plan assets.
  • Plans cover 406 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.1MSummed across loaded plans$27,070,960
Total reported assets$39.4M$39,404,007
Total reported participants406
Total reported liabilities$12.3M$12,333,047

Reported net position

Reported assets = net assets + liabilities (summed)$39.4M total assets
Net assets$27.1MLiabilities$12.3M
Contributions & income
Employer contributions$896.3K
Participant contributions$1.3M
Total income / additions$13.3M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.2M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Patterson Pope, Inc Employee Stock Ownership Plan
Participants per plan203Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Patterson Pope, Inc Employee Stock Ownership Plan$21.5M
    Plan #002 · 183 participants · 2023
  2. 2
    Patterson Pope, Inc. 401(K) Profit Sharing Plan$17.9M
    Plan #001 · 223 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Patterson Pope, Inc. Open one for its full reported snapshot.

  1. 2023
    Patterson Pope, Inc Employee Stock Ownership Plan183 participants · 2Sch H
    View filing →
  2. 2023
    Patterson Pope, Inc. 401(K) Profit Sharing Plan223 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Patterson Pope, Inc report on Form 5500?
Patterson Pope, Inc (EIN 56-0986683) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Patterson Pope, Inc?
The Employer Identification Number (EIN) reported for Patterson Pope, Inc is 56-0986683.
What is the latest Form 5500 filing year for Patterson Pope, Inc?
The latest loaded Form 5500 filing year for Patterson Pope, Inc is 2023.

Related Form 5500 pages