How big is Clark Patton Insurance's plan?

Clark Patton Insurance's plan reported $2.2M in assets and 5 participants for 2025.

Original filing (PDF)20260507085206NAL0005110514001

Clark Patton Insurance

Name: Clark Patton Insurance — Clark Patton Insurance, Form 5500 (2025)
Creator: Clark Patton Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Patton Insurance 401(k) P/S Plan

401(k) retirement plan · Clark Patton Insurance's Clark Patton Insurance 401(k) P/S Plan held $2.2M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jay Patton signed Clark Patton Insurance's 2025 Form 5500 as plan administrator.

Jay Patton — 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

Clark Patton Insurance's EIN is 75-1425594.

EIN 75-1425594

Plan number 001

Plan year 2025

ACK ID 20260507085206NAL0005110514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clark Patton Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clark Patton Insurance'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 CLARK PATTON 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