How big is Frederick E. Van Patten Insurance's plan?

Frederick E. Van Patten Insurance's plan reported $140K in assets and 2 participants for 2024.

Original filing (PDF)20250710125751NAL0015139410001

Frederick E. Van Patten Insurance

Name: Frederick E. Van Patten Insurance — Frederick E. Van, Form 5500 (2024)
Creator: Frederick E. Van Patten Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frederick E. Van Patten Insurance Services 401(k) Plan

401(k) retirement plan · Frederick E. Van Patten Insurance's Frederick E. Van Patten Insurance Services 401(k) Plan held $140K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Frederick Van Patten signed Frederick E. Van Patten Insurance's 2024 Form 5500 as plan administrator.

Frederick Van Patten — 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

Frederick E. Van Patten Insurance's EIN is 58-1800068.

EIN 58-1800068

Plan number 001

Plan year 2024

ACK ID 20250710125751NAL0015139410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frederick E. Van Patten Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frederick E. Van Patten Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREDERICK E. VAN PATTEN INSURANCE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FREDERICK E. VAN PATTEN INSURANCE

EIN

all filings

Address

5955 PARKWAY NORTH BLVD STE D · CUMMING, GA · 300401389

Phone

(678) 273-4059

Industry

Other Services (ex. Public Admin)

Plan administrator