How big is Matthew Patterson, P.A.'s plan?

Matthew Patterson, P.A.'s plan reported $866K in assets and 8 participants for 2024.

Original filing (PDF)20251015162114NAL0005406817001

Matthew Patterson, P.A.

Name: Matthew Patterson, P.A. — Matthew Patterson, P.A., Form 5500 (2024)
Creator: Matthew Patterson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matthew Patterson, P.A. 401(k) Plan & Trust

401(k) retirement plan · Matthew Patterson, P.A.'s Matthew Patterson, P.A. 401(k) Plan & Trust held $866K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

People on this filing

Matthew S. Patterson signed Matthew Patterson, P.A.'s 2024 Form 5500 as plan administrator.

Matthew S. 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

Matthew Patterson, P.A.'s EIN is 46-1712829.

EIN 46-1712829

Plan number 001

Plan year 2024

ACK ID 20251015162114NAL0005406817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew Patterson, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew Patterson, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score