2023 Form 5500 filing — Patterson Companies, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015164501NAL0048972816001) for Patterson Companies, Inc. 401(K) Plan, reported by Patterson Companies, Inc. under EIN 41-0886515 and plan number 045. It reports 9,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164501NAL0048972816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patterson Companies, Inc.
- EIN
- 41-0886515
- Plan number
- 045
- Location
- Saint Paul, MN
- Participants
- 9,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $928,429,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $928,429,346
- Employer contributions
- $19,891,291
- Participant contributions
- $47,190,707
- Total income / additions
- $171,974,686
- Benefits paid
- $74,444,056
- Administrative expenses
- $558,632
- Total expenses
- $74,998,088
- Net increase / (decrease)
- $96,976,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $558,632 | $0 |