Original filing (PDF)20231116073716NAL0004337907001

PATTERSON WAREHOUSES, INC.

Name: PATTERSON WAREHOUSES, INC. — PATTERSON WAREHOUSES, INC. RETIREMENT PLAN FOR FORKLIFT DRIVERS, Form 5500 (2022)
Creator: PATTERSON WAREHOUSES, INC.

Form 5500-SF

FILING_RECEIVED

PATTERSON WAREHOUSES, INC. RETIREMENT PLAN FOR FORKLIFT DRIVERS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTERSON WAREHOUSES, INC..

Plan sponsor

Name

PATTERSON WAREHOUSES, INC.

EIN

62-1018957

Address

P. O. BOX 30817 · MEMPHIS, TN · 381300817

Phone

(901) 344-2600

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-11-16

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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