Original filing (PDF)20241004111814NAL0006639235001

Patterson Smith Associates

Name: Patterson Smith Associates — PSA 401(k) Profit, Form 5500 (2023)
Creator: Patterson Smith Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PSA 401(k) Profit Sharing Plan

401(k) retirement plan · Patterson Smith Associates' PSA 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

John J. Higgins signed Patterson Smith Associates' 2023 Form 5500 as plan administrator.

John J. Higgins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patterson Smith Associates' EIN is 13-4025425.

EIN 13-4025425

Plan number 001

Plan year 2023

ACK ID 20241004111814NAL0006639235001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Patterson Smith Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Patterson Smith Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTERSON SMITH ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score