How big is Patterson State Bank's plan?

Patterson State Bank's plan reported $7.3M in assets and 39 participants for 2024.

Original filing (PDF)20250708170748NAL0002839523001

Patterson State Bank

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

Form 5500-SF

FILING_RECEIVED

Patterson State Bank Employees Security and Savings Plan

401(k) retirement plan · Patterson State Bank's Patterson State Bank Employees Security and Savings Plan held $7.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

Patterson State Bank's EIN is 72-0283100.

EIN 72-0283100

Plan number 003

Plan year 2024

ACK ID 20250708170748NAL0002839523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 STATE BANK.

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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