PATTEN & PATTEN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATTEN & PATTEN, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for PATTEN & PATTEN, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 13 |
| Number of participants with account balances | 2023-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 16 |
| Number of participants with account balances | 2022-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| 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 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 16 |
| Number of participants with account balances | 2021-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 18 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
| 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 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 18 |
| Number of participants with account balances | 2019-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 16 |
| Number of participants with account balances | 2018-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 17 |
| Number of participants with account balances | 2017-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 16 |
| Number of participants with account balances | 2016-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| Total of all active and inactive participants | 2015-01-01 | 15 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Total of all active and inactive participants | 2012-01-01 | 18 |
| Total participants | 2012-01-01 | 18 |
| Number of participants with account balances | 2012-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 18 |
| Total participants | 2011-01-01 | 18 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 19 |
| Total participants | 2010-01-01 | 19 |
| Number of participants with account balances | 2010-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $19,649 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,068,868 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,068,743 |
| Total plan assets at end of year | 2023-12-31 | $5,191,643 |
| Total plan assets at beginning of year | 2023-12-31 | $6,240,862 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,888,522 |
| Total contributions received or receivable from participants | 2023-12-31 | $152,039 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $-193,091 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-1,049,219 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,191,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,240,862 |
| Assets. Value of employer securities | 2023-12-31 | $2,632,620 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $60,701 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $125 |
| 2022 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-676,968 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,404,702 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,404,702 |
| Total plan assets at end of year | 2022-12-31 | $6,240,862 |
| Total plan assets at beginning of year | 2022-12-31 | $13,322,532 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,215,081 |
| Total contributions received or receivable from participants | 2022-12-31 | $150,838 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-891,212 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-7,081,670 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,240,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,322,532 |
| Assets. Value of employer securities | 2022-12-31 | $5,483,657 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $63,406 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $3,044,191 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,890,530 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,883,638 |
| Total plan assets at end of year | 2021-12-31 | $13,322,532 |
| Total plan assets at beginning of year | 2021-12-31 | $14,168,871 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,934,235 |
| Total contributions received or receivable from participants | 2021-12-31 | $145,505 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,892 |
| Other income received | 2021-12-31 | $2,828,778 |
| Net income (gross income less expenses) | 2021-12-31 | $-846,339 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $13,322,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,168,871 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $854,257 |
| Assets. Value of employer securities | 2021-12-31 | $2,892,120 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $69,908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $2,810,454 |
| 2020 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,277,050 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $270,625 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $264,081 |
| Total plan assets at end of year | 2020-12-31 | $14,168,871 |
| Total plan assets at beginning of year | 2020-12-31 | $12,162,446 |
| Value of fidelity bond covering the plan | 2020-12-31 | $6,466,880 |
| Total contributions received or receivable from participants | 2020-12-31 | $144,697 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $6,544 |
| Other income received | 2020-12-31 | $2,064,308 |
| Net income (gross income less expenses) | 2020-12-31 | $2,006,425 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,168,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,162,446 |
| Assets. Value of participant loans | 2020-12-31 | $4,694 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,110,668 |
| Assets. Value of employer securities | 2020-12-31 | $2,680,920 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $68,045 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,414,373 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $446,402 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $440,351 |
| Total plan assets at end of year | 2019-12-31 | $12,162,446 |
| Total plan assets at beginning of year | 2019-12-31 | $10,194,475 |
| Value of fidelity bond covering the plan | 2019-12-31 | $6,512,444 |
| Total contributions received or receivable from participants | 2019-12-31 | $136,692 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,051 |
| Other income received | 2019-12-31 | $2,212,421 |
| Net income (gross income less expenses) | 2019-12-31 | $1,967,971 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,162,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,194,475 |
| Assets. Value of participant loans | 2019-12-31 | $10,226 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,066,878 |
| Assets. Value of employer securities | 2019-12-31 | $2,541,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $65,260 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $265,835 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,139,901 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,133,944 |
| Total plan assets at end of year | 2018-12-31 | $10,194,475 |
| Total plan assets at beginning of year | 2018-12-31 | $11,068,541 |
| Value of fidelity bond covering the plan | 2018-12-31 | $8,134,710 |
| Total contributions received or receivable from participants | 2018-12-31 | $126,619 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,957 |
| Other income received | 2018-12-31 | $75,558 |
| Net income (gross income less expenses) | 2018-12-31 | $-874,066 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,194,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,068,541 |
| Assets. Value of participant loans | 2018-12-31 | $15,935 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $968,633 |
| Assets. Value of employer securities | 2018-12-31 | $1,995,672 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $63,658 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,713,715 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $347,085 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $339,058 |
| Total plan assets at end of year | 2017-12-31 | $11,068,541 |
| Total plan assets at beginning of year | 2017-12-31 | $9,701,911 |
| Value of fidelity bond covering the plan | 2017-12-31 | $6,018,680 |
| Total contributions received or receivable from participants | 2017-12-31 | $140,096 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,027 |
| Other income received | 2017-12-31 | $1,505,656 |
| Net income (gross income less expenses) | 2017-12-31 | $1,366,630 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,068,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,701,911 |
| Assets. Value of participant loans | 2017-12-31 | $7,780 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $953,180 |
| Assets. Value of employer securities | 2017-12-31 | $2,259,950 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $67,963 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $998,884 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $263,218 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $238,891 |
| Total plan assets at end of year | 2016-12-31 | $9,701,911 |
| Total plan assets at beginning of year | 2016-12-31 | $8,966,245 |
| Value of fidelity bond covering the plan | 2016-12-31 | $6,687,438 |
| Total contributions received or receivable from participants | 2016-12-31 | $126,835 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $24,327 |
| Other income received | 2016-12-31 | $810,251 |
| Net income (gross income less expenses) | 2016-12-31 | $735,666 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,701,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,966,245 |
| Assets. Value of participant loans | 2016-12-31 | $9,840 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $709,252 |
| Assets. Value of employer securities | 2016-12-31 | $2,170,464 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $61,798 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $499,666 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $266,103 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $258,185 |
| Total plan assets at end of year | 2015-12-31 | $8,966,245 |
| Total plan assets at beginning of year | 2015-12-31 | $8,732,682 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $125,667 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,918 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $26,484 |
| Other income received | 2015-12-31 | $288,277 |
| Net income (gross income less expenses) | 2015-12-31 | $233,563 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,966,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,732,682 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,188,790 |
| Assets. Value of employer securities | 2015-12-31 | $2,111,952 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $59,238 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $13,780 |
| 2014 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,638,502 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,957,582 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,950,900 |
| Total plan assets at end of year | 2014-12-31 | $8,732,682 |
| Total plan assets at beginning of year | 2014-12-31 | $10,051,762 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,312 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,682 |
| Other income received | 2014-12-31 | $1,378,469 |
| Net income (gross income less expenses) | 2014-12-31 | $-1,319,080 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,732,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,051,762 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,320,016 |
| Assets. Value of employer securities | 2014-12-31 | $873,018 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $137,721 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $2,014,331 |
| 2013 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,667,022 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $284,352 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $270,910 |
| Total plan assets at end of year | 2013-12-31 | $10,051,762 |
| Total plan assets at beginning of year | 2013-12-31 | $8,669,092 |
| Value of fidelity bond covering the plan | 2013-12-31 | $7,785,439 |
| Total contributions received or receivable from participants | 2013-12-31 | $114,232 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $13,442 |
| Other income received | 2013-12-31 | $1,393,738 |
| Net income (gross income less expenses) | 2013-12-31 | $1,382,670 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $10,051,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,669,092 |
| Assets. Value of participant loans | 2013-12-31 | $2,198 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,148,269 |
| Assets. Value of employer securities | 2013-12-31 | $773,908 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $159,052 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,151,660 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $507,590 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $501,457 |
| Total plan assets at end of year | 2012-12-31 | $8,669,092 |
| Total plan assets at beginning of year | 2012-12-31 | $8,025,022 |
| Value of fidelity bond covering the plan | 2012-12-31 | $7,785,439 |
| Total contributions received or receivable from participants | 2012-12-31 | $121,762 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,133 |
| Other income received | 2012-12-31 | $963,422 |
| Net income (gross income less expenses) | 2012-12-31 | $644,070 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,669,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,025,022 |
| Assets. Value of participant loans | 2012-12-31 | $6,455 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,244,652 |
| Assets. Value of employer securities | 2012-12-31 | $748,068 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $66,476 |
| 2011 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $506,945 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $665,177 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $655,865 |
| Total plan assets at end of year | 2011-12-31 | $8,025,022 |
| Total plan assets at beginning of year | 2011-12-31 | $8,183,254 |
| Value of fidelity bond covering the plan | 2011-12-31 | $8,632,047 |
| Total contributions received or receivable from participants | 2011-12-31 | $108,694 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $9,312 |
| Other income received | 2011-12-31 | $335,567 |
| Net income (gross income less expenses) | 2011-12-31 | $-158,232 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,025,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,183,254 |
| Assets. Value of participant loans | 2011-12-31 | $39,004 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,429,329 |
| Assets. Value of employer securities | 2011-12-31 | $711,892 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,684 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,515,887 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $93,376 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $82,660 |
| Total plan assets at end of year | 2010-12-31 | $8,183,254 |
| Total plan assets at beginning of year | 2010-12-31 | $6,760,743 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $116,412 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,716 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $80,442 |
| Other income received | 2010-12-31 | $1,257,844 |
| Net income (gross income less expenses) | 2010-12-31 | $1,422,511 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,183,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,760,743 |
| Assets. Value of participant loans | 2010-12-31 | $70,397 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,398,511 |
| Assets. Value of employer securities | 2010-12-31 | $597,550 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $61,189 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $13,224 |
| 2009 : PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 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 |
| 2010: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PATTEN & PATTEN, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
