Pattison Sign Retirement & Vesting Plan — Form 5500 plan (Pattison Sign Group, Inc.)

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 Sign Retirement & Vesting Plan is a benefit plan reported by Pattison Sign Group, Inc. under EIN 51-0381712 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $10,988,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pattison Sign Group, Inc.
EIN
51-0381712
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
304
End-of-year plan assets
$10,988,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241001133935NAL0006846833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,988,495
Total liabilities (EOY)
$0
Net assets (EOY)
$10,988,495
Net assets (BOY)
$8,608,736

Income & contributions

Employer contributions
$339,177
Participant contributions
$1,008,992
Total contributions
$1,679,317
Total income / additions
$3,166,230

Expenses & distributions

Benefits paid
$715,613
Administrative expenses
$70,858
Total expenses
$786,471
Net increase / (decrease)
$2,379,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment AdvisorsINVESTMENT ADVISOR$42,593not reported in the loaded dataset2023
Stancorp Financial GroupNONE$28,263not reported in the loaded dataset2023

Related Form 5500 pages