Original filing (PDF)20250902134803NAL0014332433001

PATEK AND ASSOCIATES, INC.

Name: PATEK AND ASSOCIATES, INC. — PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: PATEK AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

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 average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATEK AND ASSOCIATES, INC..

Plan sponsor

Name

PATEK AND ASSOCIATES, INC.

EIN

83-2725918all filings

Address

345 EAST BURLINGTON STREET · RIVERSIDE, IL · 60546

Phone

(708) 442-5950

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

VERITAS ACCOUNTING PC

VERITAS ACCOUNTING PC 401K PROFIT SHARING PLAN

$890K · 14 participants

ADAM HODSON, CPA, INC.

ADAM HODSON 401(K) PROFIT SHARING PLAN

$890K · 3 participants

CHRISTOPHER D. JACOBS, CPA

CHRISTOPHER D. JACOBS, CPA 401(K) PLAN

$890K · 4 participants

GARRY A. JONES & ASSOCIATES

GAJ&A 401(K) PLAN AND TRUST

$889K · 8 participants

HOLLINGSWORTH, AVENT, AVERRE, & PURVIS, PA

HOLLINGSWORTH, AVENT, AVERRE, & PURVIS PA 401K & PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.