Original filing (PDF)20250807051255NAL0010171138001

PATON AND ASSOCIATES PLLC

Name: PATON AND ASSOCIATES PLLC — PATON AND ASSOCIATES PLLC 401(K), Form 5500 (2024)
Creator: PATON AND ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

PATON AND ASSOCIATES PLLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PATON AND ASSOCIATES PLLC

EIN

92-1093841all filings

Address

6817 S EASTER AVE STE 102 · LAS VEGAS, NV · 89119

Phone

(402) 990-7046

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-08-07

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 Offices of Physicians plans

PRESCOTT QUALITY LIFE CENTER LLC

PRESCOTT QUALITY LIFE CENTER LLC 401(K) PLAN

$4K · 3 participants

DAVID J. LOURIE, M.D., INC.

DAVID J. LOURIE, M.D., INC. PROFIT SHARING PLAN

$4K

BROAD MEDICAL GROUP, INC.

BROAD MEDICAL GROUP, INC. 401(K) PLAN

$4K · 7 participants

ANH LEE MD PA

ANH LEE MD PA RETIREMENT PLAN

$4K · 3 participants

HACKENSACK GASTROENTEROLOGY

HACKENSACK GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN & TRUST

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