Patterson & Sheridan, Llp Profit Sharing 401(K) Plan — Form 5500 plan (Patterson & Sheridan, Llp)
Plain-English plan 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 & Sheridan, Llp Profit Sharing 401(K) Plan is a benefit plan reported by Patterson & Sheridan, Llp under EIN 22-3340889 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $45,760,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patterson & Sheridan, Llp
- EIN
- 22-3340889
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $45,760,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241010123624NAL0020975409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,760,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,760,557
- Net assets (BOY)
- $38,015,750
Income & contributions
- Employer contributions
- $1,835,888
- Participant contributions
- $1,825,276
- Total contributions
- $4,107,505
- Total income / additions
- $10,362,736
Expenses & distributions
- Benefits paid
- $2,609,346
- Administrative expenses
- $8,583
- Total expenses
- $2,617,929
- Net increase / (decrease)
- $7,744,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | ADVISORY SERVICES | $47,887 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group, Inc. | RECORDKEEPER | $34,118 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | TPA SERVICES | $0 | $16,222 | 2023 |
| Total Schwab | CUSTODY FEES | $0 | $4,708 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patterson & Sheridan, Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Kestra Advisory Services — Schedule C compensation
- Stancorp Financial Group, Inc. — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Total Schwab — Schedule C compensation