How big is J.W. Patterson, Inc. DBA Carolina Blinds' plan?

J.W. Patterson, Inc. DBA Carolina Blinds' plan reported $13K in assets and 15 participants for 2023.

Original filing (PDF)20241014134537NAL0026311489001

J.W. Patterson, Inc. DBA Carolina Blinds

Name: J.W. Patterson, Inc. DBA Carolina Blinds — Form 5500 Plan 001 (2023)
Creator: J.W. Patterson, Inc. DBA Carolina Blinds
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Blinds 401(k) Plan

401(k) retirement plan · J.W. Patterson, Inc. DBA Carolina Blinds' Carolina Blinds 401(k) Plan held $13K in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

J.W. Patterson, Inc. DBA Carolina Blinds' EIN is 20-5105114.

EIN 20-5105114

Plan number 001

Plan year 2023

ACK ID 20241014134537NAL0026311489001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J.W. Patterson, Inc. DBA Carolina Blinds from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

J.W. Patterson, Inc. DBA Carolina Blinds' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.W. PATTERSON, INC. DBA CAROLINA BLINDS.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off