P 401(k) Plan Report

Stable plan record

PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN

Sponsored by PATTERSON PLANNING & SERVICES, INC. · EIN/PN 131913522-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$55,177
Administrative cost per participant
2025
$618
Active participants
2025
20
Total plan assets
2025
$74,665,119
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722150926NAL000970312300120$55,177
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.