401k Plan data: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST plan

RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST
Plan identification number	001

RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RUSSELL P. PATTERSON, PA has sponsored the creation of one or more 401k plans.

Company Name: RUSSELL P. PATTERSON, PA

Employer identification number (EIN): 264505804

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RUSSELL PATTERSON RUSSELL PATTERSON 2018-07-29
001 2016-01-01 RUSSELL PATTERSON
001 2015-01-01 RUSSELL PATTERSON
001 2014-01-01 RUSSELL PATTERSON RUSSELL PATTERSON 2015-07-27
001 2013-01-01 RUSSELL PATTERSON RUSSELL PATTERSON 2014-07-28
001 2012-01-01 RUSSELL P PATTERSON RUSSELL P PATTERSON 2013-07-26
001 2011-01-01 RUSSELL PATTERSON RUSSELL PATTERSON 2012-07-19
001 2009-06-01 RUSSELL P. PATTERSON RUSSELL P. PATTERSON 2010-07-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RUSSELL PATTERSON	RUSSELL PATTERSON	2018-07-29
001	2016-01-01	RUSSELL PATTERSON
001	2015-01-01	RUSSELL PATTERSON
001	2014-01-01	RUSSELL PATTERSON	RUSSELL PATTERSON	2015-07-27
001	2013-01-01	RUSSELL PATTERSON	RUSSELL PATTERSON	2014-07-28
001	2012-01-01	RUSSELL P PATTERSON	RUSSELL P PATTERSON	2013-07-26
001	2011-01-01	RUSSELL PATTERSON	RUSSELL PATTERSON	2012-07-19
001	2009-06-01	RUSSELL P. PATTERSON	RUSSELL P. PATTERSON	2010-07-02

Plan Statistics for RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST

Measure Date Value
2023: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 2
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 2
Number of participants with account balances 2009-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2023: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	2
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	2
Number of participants with account balances	2009-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST

Measure	Date	Value
2023 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$130,013
Expenses. Total of all expenses incurred	2023-12-31	$1,513
Total plan assets at end of year	2023-12-31	$776,421
Total plan assets at beginning of year	2023-12-31	$647,921
Total contributions received or receivable from participants	2023-12-31	$7,750
Contributions received from other sources (not participants or employers)	2023-12-31	$10,888
Other income received	2023-12-31	$111,375
Net income (gross income less expenses)	2023-12-31	$128,500
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$776,421
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$647,921
Assets. Value of participant loans	2023-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,513
2022 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-110,427
Expenses. Total of all expenses incurred	2022-12-31	$16,337
Benefits paid (including direct rollovers)	2022-12-31	$15,691
Total plan assets at end of year	2022-12-31	$647,921
Total plan assets at beginning of year	2022-12-31	$774,685
Total contributions received or receivable from participants	2022-12-31	$31,458
Other income received	2022-12-31	$-141,885
Net income (gross income less expenses)	2022-12-31	$-126,764
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$647,921
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$774,685
Assets. Value of participant loans	2022-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$646
2021 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$127,897
Expenses. Total of all expenses incurred	2021-12-31	$10,640
Benefits paid (including direct rollovers)	2021-12-31	$9,509
Total plan assets at end of year	2021-12-31	$774,685
Total plan assets at beginning of year	2021-12-31	$657,428
Total contributions received or receivable from participants	2021-12-31	$44,224
Other income received	2021-12-31	$83,673
Net income (gross income less expenses)	2021-12-31	$117,257
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$774,685
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$657,428
Assets. Value of participant loans	2021-12-31	$50,000
Total contributions received or receivable from employer(s)	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,131
2020 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$110,774
Expenses. Total of all expenses incurred	2020-12-31	$1,009
Total plan assets at end of year	2020-12-31	$657,428
Total plan assets at beginning of year	2020-12-31	$547,663
Total contributions received or receivable from participants	2020-12-31	$26,064
Other income received	2020-12-31	$84,710
Net income (gross income less expenses)	2020-12-31	$109,765
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$657,428
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$547,663
Assets. Value of participant loans	2020-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,009
2019 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$106,159
Expenses. Total of all expenses incurred	2019-12-31	$788
Total plan assets at end of year	2019-12-31	$547,663
Total plan assets at beginning of year	2019-12-31	$442,292
Total contributions received or receivable from participants	2019-12-31	$10,937
Other income received	2019-12-31	$95,222
Net income (gross income less expenses)	2019-12-31	$105,371
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$547,663
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$442,292
Assets. Value of participant loans	2019-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$788
2018 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-22,761
Expenses. Total of all expenses incurred	2018-12-31	$942
Total plan assets at end of year	2018-12-31	$442,292
Total plan assets at beginning of year	2018-12-31	$465,995
Total contributions received or receivable from participants	2018-12-31	$6,500
Other income received	2018-12-31	$-29,261
Net income (gross income less expenses)	2018-12-31	$-23,703
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$442,292
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$465,995
Assets. Value of participant loans	2018-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$942
2017 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$68,322
Expenses. Total of all expenses incurred	2017-12-31	$670
Total plan assets at end of year	2017-12-31	$465,995
Total plan assets at beginning of year	2017-12-31	$398,343
Other income received	2017-12-31	$68,322
Net income (gross income less expenses)	2017-12-31	$67,652
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$465,995
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$398,343
Assets. Value of participant loans	2017-12-31	$17,448
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$670
2016 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$27,947
Expenses. Total of all expenses incurred	2016-12-31	$2,017
Total plan assets at end of year	2016-12-31	$398,343
Total plan assets at beginning of year	2016-12-31	$372,413
Other income received	2016-12-31	$27,947
Net income (gross income less expenses)	2016-12-31	$25,930
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$398,343
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$372,413
Assets. Value of participant loans	2016-12-31	$17,448
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,017
2015 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-7,625
Expenses. Total of all expenses incurred	2015-12-31	$615
Total plan assets at end of year	2015-12-31	$372,413
Total plan assets at beginning of year	2015-12-31	$380,653
Other income received	2015-12-31	$-7,625
Net income (gross income less expenses)	2015-12-31	$-8,240
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$372,413
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$380,653
Assets. Value of participant loans	2015-12-31	$17,448
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$615
2014 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$4,681
Expenses. Total of all expenses incurred	2014-12-31	$552
Total plan assets at end of year	2014-12-31	$380,653
Total plan assets at beginning of year	2014-12-31	$376,524
Other income received	2014-12-31	$4,681
Net income (gross income less expenses)	2014-12-31	$4,129
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$380,653
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$376,524
Assets. Value of participant loans	2014-12-31	$17,448
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$552
2013 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$61,778
Expenses. Total of all expenses incurred	2013-12-31	$557
Total plan assets at end of year	2013-12-31	$376,524
Total plan assets at beginning of year	2013-12-31	$315,303
Other income received	2013-12-31	$61,778
Net income (gross income less expenses)	2013-12-31	$61,221
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$376,524
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$315,303
Assets. Value of participant loans	2013-12-31	$17,448
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$557
2012 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$32,428
Expenses. Total of all expenses incurred	2012-12-31	$203
Total plan assets at end of year	2012-12-31	$315,303
Total plan assets at beginning of year	2012-12-31	$283,078
Other income received	2012-12-31	$32,428
Net income (gross income less expenses)	2012-12-31	$32,225
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$315,303
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$283,078
Assets. Value of participant loans	2012-12-31	$22,580
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$203
2011 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-21,333
Expenses. Total of all expenses incurred	2011-12-31	$391
Total plan assets at end of year	2011-12-31	$283,078
Total plan assets at beginning of year	2011-12-31	$304,802
Other income received	2011-12-31	$-21,333
Net income (gross income less expenses)	2011-12-31	$-21,724
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$283,078
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$304,802
Assets. Value of participant loans	2011-12-31	$36,142
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$391
2010 : RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$32,293
Expenses. Total of all expenses incurred	2010-12-31	$308
Total plan assets at end of year	2010-12-31	$304,802
Total plan assets at beginning of year	2010-12-31	$272,817
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$32,293
Net income (gross income less expenses)	2010-12-31	$31,985
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$304,802
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$272,817
Assets. Value of participant loans	2010-12-31	$44,369
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$308

Form 5500 Responses for RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST

2023: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RUSSELL P. PATTERSON, PA RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	First time form 5500 has been submitted	Yes
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RUSSELL P. PATTERSON, PA
Employer identification number (EIN):	264505804
NAIC Classification:	523900