Original filing (PDF)20250723115413NAL0004379504001

PATTERSON CPA LLC

Name: PATTERSON CPA LLC — PATTERSON CPA 401K PLAN, Form 5500 (2024)
Creator: PATTERSON CPA LLC

Form 5500-SF

FILING_RECEIVED

PATTERSON CPA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PATTERSON CPA LLC

EIN

27-2401683all filings

Address

1215 EXECUTIVE DRIVE WEST · RICHARDSON, TX · 75081

Phone

(972) 716-9919

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CURRENT MEDICAL BILLING CORPORAT

CURRENT MEDICAL BILLING CORPORATION 401(K) PLAN.

$162K · 16 participants

BRYMAR CPA, LLP

BRYMAR CPA, LLP 401(K) PLAN

$162K · 12 participants

GRADIENT ACCOUNTING

GRADIENT ACCOUNTING 401(K) PLAN

$162K · 2 participants

INNOVATIVE SOLUTIONS TEAM, INC.

INNOVATIVE SOLUTIONS TEAM 401(K) RETIREMENT PLAN

$163K · 4 participants

CSF GLOBAL INC

CSF GLOBAL INC., 401K PLAN

$162K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.