Russell P. Patterson, Pa Retirement Plan And Trust — Form 5500 plan (Russell P. Patterson, Pa)
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, Russell P. Patterson, Pa Retirement Plan And Trust is a benefit plan reported by Russell P. Patterson, Pa under EIN 26-4505804 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $776,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russell P. Patterson, Pa
- EIN
- 26-4505804
- Plan number
- 001
- Plan type
- 2
- Location
- Hilton Head Island, SC
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $776,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240729143315NAL0030000848001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $776,421
- Net assets (EOY)
- $776,421
- Net assets (BOY)
- $647,921
Income & contributions
- Participant contributions
- $7,750
- Total income / additions
- $130,013
Expenses & distributions
- Administrative expenses
- $1,513
- Total expenses
- $1,513
- Net increase / (decrease)
- $128,500
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.