Pattison Sand Company, L.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Pattison Sand Company, L.L.C.)

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, Pattison Sand Company, L.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Pattison Sand Company, L.L.C. under EIN 26-0130847 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $8,768,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pattison Sand Company, L.L.C.
EIN
26-0130847
Plan number
001
Plan type
2
Location
Garnavillo, IA
Latest filing year
2023
Participants
221
End-of-year plan assets
$8,768,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241014090548NAL0014676515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,768,896
Total liabilities (EOY)
$0
Net assets (EOY)
$8,768,896
Net assets (BOY)
$6,870,450

Income & contributions

Employer contributions
$423,122
Participant contributions
$615,245
Total contributions
$1,049,496
Total income / additions
$2,436,394

Expenses & distributions

Benefits paid
$501,927
Administrative expenses
$36,021
Total expenses
$537,948
Net increase / (decrease)
$1,898,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Accel Wealth Management LLCNONE$30,554not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$5,467$02023

Related Form 5500 pages