How big is Patterson CPA LLC's plan?

Patterson CPA LLC's plan reported $162K in assets and 14 participants for 2024.

Original filing (PDF)20250723115413NAL0004379504001

Patterson CPA LLC

Name: Patterson CPA LLC — Patterson CPA 401(k) Plan, Form 5500 (2024)
Creator: Patterson CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson CPA 401(k) Plan

401(k) retirement plan · Patterson CPA LLC's Patterson CPA 401(k) Plan held $162K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Susan Patterson signed Patterson CPA LLC's 2024 Form 5500 as plan administrator.

Susan Patterson — 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 CPA LLC's EIN is 27-2401683.

EIN 27-2401683

Plan number 001

Plan year 2024

ACK ID 20250723115413NAL0004379504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patterson CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson CPA LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CPA LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off