Chuck Patterson, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Chuck Patterson, 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, Chuck Patterson, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Chuck Patterson, Inc. under EIN 94-2644759 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $10,091,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chuck Patterson, Inc.
- EIN
- 94-2644759
- Plan number
- 001
- Plan type
- 2
- Location
- Chico, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $10,091,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H | 20241015142434NAL0029966449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,091,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,091,241
- Net assets (BOY)
- $8,913,828
Income & contributions
- Employer contributions
- $218,848
- Participant contributions
- $335,965
- Total contributions
- $555,029
- Total income / additions
- $2,326,832
Expenses & distributions
- Benefits paid
- $1,109,306
- Administrative expenses
- $40,113
- Total expenses
- $1,149,419
- Net increase / (decrease)
- $1,177,413
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.