Original filing (PDF)20251014160212NAL0004471296001

PATRONS HOLDINGS INC.

Name: PATRONS HOLDINGS INC. — PATRONS HOLDINGS INC. 401(K) PLAN, Form 5500 (2024)
Creator: PATRONS HOLDINGS INC.

Form 5500-SF

FILING_RECEIVED

PATRONS HOLDINGS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PATRONS HOLDINGS INC..

Plan sponsor

Name

PATRONS HOLDINGS INC.

EIN

75-2129635

Address

121 W. TWOHIG · SAN ANGELO, TX · 76901

Phone

(214) 649-3104

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

FARMERS STATE BANK

FARMERS STATE BANK EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$1.9M · 5 participants

STERLING VAULT COMPANY

CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY STERLING VAULT COMPANY

$1.8M · 26 participants

LAKELAND FINANCIAL CORPORATION

LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN

$1.8M · 40 participants

H & N ASSOCIATES, LLC

PROFESSIONAL MANAGEMENT ASSOCIATES, LLC

$1.8M · 16 participants

WELLS FARGO & COMPANY