Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Patterson & Dewar Engineers, 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, Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Patterson & Dewar Engineers, Inc. under EIN 58-0676787 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $79,621,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patterson & Dewar Engineers, Inc.
- EIN
- 58-0676787
- Plan number
- 001
- Plan type
- 2
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $79,621,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240902194623NAL0029711552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,621,363
- Total liabilities (EOY)
- $265
- Net assets (EOY)
- $79,621,098
- Net assets (BOY)
- $65,045,764
Income & contributions
- Employer contributions
- $5,638,318
- Participant contributions
- $2,255,477
- Total contributions
- $8,116,737
- Total income / additions
- $17,795,718
Expenses & distributions
- Benefits paid
- $3,181,530
- Administrative expenses
- $38,854
- Total expenses
- $3,220,384
- Net increase / (decrease)
- $14,575,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $32,971 | $0 | 2023 |
| The Retirement Advantage | PLAN ADMINISTRATOR | $1,774 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,110 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patterson & Dewar Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Resources Investment Advisors LLC — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation