Original filing (PDF)20250122104933NAL0007531904001

GERALD PATTERSON

Name: GERALD PATTERSON — GERALD A PATTERSON 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: GERALD PATTERSON

Form 5500-SF

FILING_RECEIVED

GERALD A PATTERSON 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 14.2 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERALD PATTERSON.

Plan sponsor

Name

GERALD PATTERSON

DBA

S&M PARTNERS LLC

EIN

26-2154790

Address

130 SPA VIEW AVE · ANNAPOLIS, MD · 214013547

Phone

(703) 888-7539

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-01-22

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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