Patterson Planning & Services Inc.
Plan context: Patterson Planning & Services Inc. Employees Profit-Sharing
EIN 13-1913522 • Poughkeepsie, NY • 40 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$64,335,344
2024 Contributions
$1,106,379
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $64,335,344 | $1,106,379 | $39,514iApproximate average salary by contribution assumption: employee only about $987,838 at 4% or $658,559 at 6%; with 50% employer match about $658,559 at 4% or $439,039 at 6%; with 100% employer match about $493,919 at 4% or $329,279 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 28 | $64,335,344 | $1,106,379 | $39,514iApproximate average salary by contribution assumption: employee only about $987,838 at 4% or $658,559 at 6%; with 50% employer match about $658,559 at 4% or $439,039 at 6%; with 100% employer match about $493,919 at 4% or $329,279 at 6%. |
| 2023 | 1 | 30 | $54,117,148 | $1,036,691 | $34,556iApproximate average salary by contribution assumption: employee only about $863,909 at 4% or $575,939 at 6%; with 50% employer match about $575,939 at 4% or $383,960 at 6%; with 100% employer match about $431,955 at 4% or $287,970 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 30 | $54,117,148 | $1,036,691 | $34,556iApproximate average salary by contribution assumption: employee only about $863,909 at 4% or $575,939 at 6%; with 50% employer match about $575,939 at 4% or $383,960 at 6%; with 100% employer match about $431,955 at 4% or $287,970 at 6%. |
| 2022 | 1 | 30 | $44,793,897 | $349,007 | $11,634iApproximate average salary by contribution assumption: employee only about $290,839 at 4% or $193,893 at 6%; with 50% employer match about $193,893 at 4% or $129,262 at 6%; with 100% employer match about $145,420 at 4% or $96,946 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 30 | $44,793,897 | $349,007 | $11,634iApproximate average salary by contribution assumption: employee only about $290,839 at 4% or $193,893 at 6%; with 50% employer match about $193,893 at 4% or $129,262 at 6%; with 100% employer match about $145,420 at 4% or $96,946 at 6%. |
| 2021 | 1 | 31 | $63,173,255 | $1,288,908 | $41,578iApproximate average salary by contribution assumption: employee only about $1,039,442 at 4% or $692,961 at 6%; with 50% employer match about $692,961 at 4% or $461,974 at 6%; with 100% employer match about $519,721 at 4% or $346,481 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 31 | $63,173,255 | $1,288,908 | $41,578iApproximate average salary by contribution assumption: employee only about $1,039,442 at 4% or $692,961 at 6%; with 50% employer match about $692,961 at 4% or $461,974 at 6%; with 100% employer match about $519,721 at 4% or $346,481 at 6%. |
| 2020 | 1 | 39 | $57,916,596 | $1,263,894 | $32,408iApproximate average salary by contribution assumption: employee only about $810,188 at 4% or $540,126 at 6%; with 50% employer match about $540,126 at 4% or $360,084 at 6%; with 100% employer match about $405,094 at 4% or $270,063 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 39 | $57,916,596 | $1,263,894 | $32,408iApproximate average salary by contribution assumption: employee only about $810,188 at 4% or $540,126 at 6%; with 50% employer match about $540,126 at 4% or $360,084 at 6%; with 100% employer match about $405,094 at 4% or $270,063 at 6%. |
| 2019 | 1 | 39 | $49,739,290 | $1,258,460 | $32,268iApproximate average salary by contribution assumption: employee only about $806,705 at 4% or $537,803 at 6%; with 50% employer match about $537,803 at 4% or $358,536 at 6%; with 100% employer match about $403,353 at 4% or $268,902 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 39 | $49,739,290 | $1,258,460 | $32,268iApproximate average salary by contribution assumption: employee only about $806,705 at 4% or $537,803 at 6%; with 50% employer match about $537,803 at 4% or $358,536 at 6%; with 100% employer match about $403,353 at 4% or $268,902 at 6%. |
| 2018 | 1 | 36 | $38,732,725 | $1,121,562 | $31,155iApproximate average salary by contribution assumption: employee only about $778,863 at 4% or $519,242 at 6%; with 50% employer match about $519,242 at 4% or $346,161 at 6%; with 100% employer match about $389,431 at 4% or $259,621 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $38,732,725 | $1,121,562 | $31,155iApproximate average salary by contribution assumption: employee only about $778,863 at 4% or $519,242 at 6%; with 50% employer match about $519,242 at 4% or $346,161 at 6%; with 100% employer match about $389,431 at 4% or $259,621 at 6%. |
| 2017 | 1 | 37 | $40,712,984 | $1,109,321 | $29,982iApproximate average salary by contribution assumption: employee only about $749,541 at 4% or $499,694 at 6%; with 50% employer match about $499,694 at 4% or $333,129 at 6%; with 100% employer match about $374,771 at 4% or $249,847 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 37 | $40,712,984 | $1,109,321 | $29,982iApproximate average salary by contribution assumption: employee only about $749,541 at 4% or $499,694 at 6%; with 50% employer match about $499,694 at 4% or $333,129 at 6%; with 100% employer match about $374,771 at 4% or $249,847 at 6%. |
| 2016 | 1 | 38 | $35,357,937 | $1,114,373 | $29,326iApproximate average salary by contribution assumption: employee only about $733,140 at 4% or $488,760 at 6%; with 50% employer match about $488,760 at 4% or $325,840 at 6%; with 100% employer match about $366,570 at 4% or $244,380 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 38 | $35,357,937 | $1,114,373 | $29,326iApproximate average salary by contribution assumption: employee only about $733,140 at 4% or $488,760 at 6%; with 50% employer match about $488,760 at 4% or $325,840 at 6%; with 100% employer match about $366,570 at 4% or $244,380 at 6%. |
| 2015 | 1 | 38 | $32,300,336 | $1,024,903 | $26,971iApproximate average salary by contribution assumption: employee only about $674,278 at 4% or $449,519 at 6%; with 50% employer match about $449,519 at 4% or $299,679 at 6%; with 100% employer match about $337,139 at 4% or $224,759 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 38 | $32,300,336 | $1,024,903 | $26,971iApproximate average salary by contribution assumption: employee only about $674,278 at 4% or $449,519 at 6%; with 50% employer match about $449,519 at 4% or $299,679 at 6%; with 100% employer match about $337,139 at 4% or $224,759 at 6%. |
| 2014 | 1 | 39 | $32,545,172 | $1,086,167 | $27,850iApproximate average salary by contribution assumption: employee only about $696,261 at 4% or $464,174 at 6%; with 50% employer match about $464,174 at 4% or $309,449 at 6%; with 100% employer match about $348,130 at 4% or $232,087 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 39 | $32,545,172 | $1,086,167 | $27,850iApproximate average salary by contribution assumption: employee only about $696,261 at 4% or $464,174 at 6%; with 50% employer match about $464,174 at 4% or $309,449 at 6%; with 100% employer match about $348,130 at 4% or $232,087 at 6%. |
| 2013 | 1 | 36 | $30,255,299 | $1,106,272 | $30,730iApproximate average salary by contribution assumption: employee only about $768,244 at 4% or $512,163 at 6%; with 50% employer match about $512,163 at 4% or $341,442 at 6%; with 100% employer match about $384,122 at 4% or $256,081 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $30,255,299 | $1,106,272 | $30,730iApproximate average salary by contribution assumption: employee only about $768,244 at 4% or $512,163 at 6%; with 50% employer match about $512,163 at 4% or $341,442 at 6%; with 100% employer match about $384,122 at 4% or $256,081 at 6%. |
| 2012 | 1 | 36 | $23,617,966 | $1,079,630 | $29,990iApproximate average salary by contribution assumption: employee only about $749,743 at 4% or $499,829 at 6%; with 50% employer match about $499,829 at 4% or $333,219 at 6%; with 100% employer match about $374,872 at 4% or $249,914 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $23,617,966 | $1,079,630 | $29,990iApproximate average salary by contribution assumption: employee only about $749,743 at 4% or $499,829 at 6%; with 50% employer match about $499,829 at 4% or $333,219 at 6%; with 100% employer match about $374,872 at 4% or $249,914 at 6%. |
| 2011 | 1 | 35 | $20,158,637 | $978,689 | $27,963iApproximate average salary by contribution assumption: employee only about $699,064 at 4% or $466,042 at 6%; with 50% employer match about $466,042 at 4% or $310,695 at 6%; with 100% employer match about $349,532 at 4% or $233,021 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 35 | $20,158,637 | $978,689 | $27,963iApproximate average salary by contribution assumption: employee only about $699,064 at 4% or $466,042 at 6%; with 50% employer match about $466,042 at 4% or $310,695 at 6%; with 100% employer match about $349,532 at 4% or $233,021 at 6%. |
| 2010 | 1 | 36 | $20,216,656 | $997,947 | $27,721iApproximate average salary by contribution assumption: employee only about $693,019 at 4% or $462,013 at 6%; with 50% employer match about $462,013 at 4% or $308,008 at 6%; with 100% employer match about $346,509 at 4% or $231,006 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $20,216,656 | $997,947 | $27,721iApproximate average salary by contribution assumption: employee only about $693,019 at 4% or $462,013 at 6%; with 50% employer match about $462,013 at 4% or $308,008 at 6%; with 100% employer match about $346,509 at 4% or $231,006 at 6%. |
| 2009 | 1 | 40 | $19,094,542 | $1,096,424 | $27,411iApproximate average salary by contribution assumption: employee only about $685,265 at 4% or $456,843 at 6%; with 50% employer match about $456,843 at 4% or $304,562 at 6%; with 100% employer match about $342,633 at 4% or $228,422 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 40 | $19,094,542 | $1,096,424 | $27,411iApproximate average salary by contribution assumption: employee only about $685,265 at 4% or $456,843 at 6%; with 50% employer match about $456,843 at 4% or $304,562 at 6%; with 100% employer match about $342,633 at 4% or $228,422 at 6%. |
| 2008 | 2 | 50 | $15,485,058 | $1,176,515 | $23,530iApproximate average salary by contribution assumption: employee only about $588,258 at 4% or $392,172 at 6%; with 50% employer match about $392,172 at 4% or $261,448 at 6%; with 100% employer match about $294,129 at 4% or $196,086 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 38 | $15,485,058 | $1,176,515 | $30,961iApproximate average salary by contribution assumption: employee only about $774,023 at 4% or $516,015 at 6%; with 50% employer match about $516,015 at 4% or $344,010 at 6%; with 100% employer match about $387,012 at 4% or $258,008 at 6%. |
| THE PATTERSON PLANNING & SERVICES INC. GROUP INSURANCE PLAN | - | 50 | - | - | - |
| 2007 | 1 | 36 | $22,409,610 | $1,194,426 | $33,179iApproximate average salary by contribution assumption: employee only about $829,463 at 4% or $552,975 at 6%; with 50% employer match about $552,975 at 4% or $368,650 at 6%; with 100% employer match about $414,731 at 4% or $276,488 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $22,409,610 | $1,194,426 | $33,179iApproximate average salary by contribution assumption: employee only about $829,463 at 4% or $552,975 at 6%; with 50% employer match about $552,975 at 4% or $368,650 at 6%; with 100% employer match about $414,731 at 4% or $276,488 at 6%. |
| 2006 | 2 | 39 | $20,293,972 | $1,088,622 | $27,913iApproximate average salary by contribution assumption: employee only about $697,835 at 4% or $465,223 at 6%; with 50% employer match about $465,223 at 4% or $310,149 at 6%; with 100% employer match about $348,917 at 4% or $232,612 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 39 | $20,293,972 | $1,088,622 | $27,913iApproximate average salary by contribution assumption: employee only about $697,835 at 4% or $465,223 at 6%; with 50% employer match about $465,223 at 4% or $310,149 at 6%; with 100% employer match about $348,917 at 4% or $232,612 at 6%. |
| THE PATTERSON PLANNING & SERVICES INC. GROUP INSURANCE PLAN | - | 23 | - | - | - |
| 2005 | 2 | 38 | $17,392,598 | $1,034,679 | $27,228iApproximate average salary by contribution assumption: employee only about $680,710 at 4% or $453,807 at 6%; with 50% employer match about $453,807 at 4% or $302,538 at 6%; with 100% employer match about $340,355 at 4% or $226,903 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 38 | $17,392,598 | $1,034,679 | $27,228iApproximate average salary by contribution assumption: employee only about $680,710 at 4% or $453,807 at 6%; with 50% employer match about $453,807 at 4% or $302,538 at 6%; with 100% employer match about $340,355 at 4% or $226,903 at 6%. |
| THE PATTERSON PLANNING & SERVICES INC. GROUP INSURANCE PLAN | - | 35 | - | - | - |
| 2004 | 3 | 36 | $15,218,041 | $1,009,208 | $28,034iApproximate average salary by contribution assumption: employee only about $700,839 at 4% or $467,226 at 6%; with 50% employer match about $467,226 at 4% or $311,484 at 6%; with 100% employer match about $350,419 at 4% or $233,613 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $15,218,041 | $714,764 | $19,855iApproximate average salary by contribution assumption: employee only about $496,364 at 4% or $330,909 at 6%; with 50% employer match about $330,909 at 4% or $220,606 at 6%; with 100% employer match about $248,182 at 4% or $165,455 at 6%. |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 0 | - | $294,444 | - |
| THE PATTERSON PLANNING & SERVICES INC. GROUP INSURANCE PLAN | - | 30 | - | - | - |
| 2003 | 3 | 40 | $13,030,653 | $888,185 | $22,205iApproximate average salary by contribution assumption: employee only about $555,116 at 4% or $370,077 at 6%; with 50% employer match about $370,077 at 4% or $246,718 at 6%; with 100% employer match about $277,558 at 4% or $185,039 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 39 | $6,860,159 | $490,035 | $12,565iApproximate average salary by contribution assumption: employee only about $314,125 at 4% or $209,417 at 6%; with 50% employer match about $209,417 at 4% or $139,611 at 6%; with 100% employer match about $157,063 at 4% or $104,708 at 6%. |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 40 | $6,170,494 | $398,150 | $9,954iApproximate average salary by contribution assumption: employee only about $248,844 at 4% or $165,896 at 6%; with 50% employer match about $165,896 at 4% or $110,597 at 6%; with 100% employer match about $124,422 at 4% or $82,948 at 6%. |
| THE PATTERSON PLANNING & SERVICES INC. GROUP INSURANCE PLAN | - | 30 | - | - | - |
| 2002 | 3 | 41 | $10,252,459 | $882,135 | $21,515iApproximate average salary by contribution assumption: employee only about $537,887 at 4% or $358,591 at 6%; with 50% employer match about $358,591 at 4% or $239,061 at 6%; with 100% employer match about $268,944 at 4% or $179,296 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 40 | $5,414,295 | $488,401 | $12,210iApproximate average salary by contribution assumption: employee only about $305,251 at 4% or $203,500 at 6%; with 50% employer match about $203,500 at 4% or $135,667 at 6%; with 100% employer match about $152,625 at 4% or $101,750 at 6%. |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 41 | $4,838,164 | $393,734 | $9,603iApproximate average salary by contribution assumption: employee only about $240,082 at 4% or $160,054 at 6%; with 50% employer match about $160,054 at 4% or $106,703 at 6%; with 100% employer match about $120,041 at 4% or $80,027 at 6%. |
| THE PATTERSON PLANNING & SERVICES, INC. GROUP INSURANCE PLAN | - | 34 | - | - | - |
| 2001 | 3 | 42 | $0 | $0 | - |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 37 | - | - | - |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 42 | - | - | - |
| THE PATTERSON PLANNING & SERVICES, INC. GROUP INSURANCE PLAN | - | 38 | - | - | - |
| 2000 | 3 | 45 | $11,457,983 | $967,950 | $21,510iApproximate average salary by contribution assumption: employee only about $537,750 at 4% or $358,500 at 6%; with 50% employer match about $358,500 at 4% or $239,000 at 6%; with 100% employer match about $268,875 at 4% or $179,250 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 42 | $6,114,437 | $504,962 | $12,023iApproximate average salary by contribution assumption: employee only about $300,573 at 4% or $200,382 at 6%; with 50% employer match about $200,382 at 4% or $133,588 at 6%; with 100% employer match about $150,286 at 4% or $100,191 at 6%. |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 42 | $5,343,546 | $462,988 | $11,024iApproximate average salary by contribution assumption: employee only about $275,588 at 4% or $183,725 at 6%; with 50% employer match about $183,725 at 4% or $122,484 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%. |
| THE PATTERSON PLANNING & SERVICES, INC. GROUP INSURANCE PLAN | - | 45 | - | - | - |
| 1999 | 2 | 36 | $11,086,703 | $756,003 | $21,000iApproximate average salary by contribution assumption: employee only about $525,002 at 4% or $350,001 at 6%; with 50% employer match about $350,001 at 4% or $233,334 at 6%; with 100% employer match about $262,501 at 4% or $175,001 at 6%. |
| Patterson Planning & Services Inc. Employees Profit-Sharing | - | 36 | $5,945,764 | $402,328 | $11,176iApproximate average salary by contribution assumption: employee only about $279,394 at 4% or $186,263 at 6%; with 50% employer match about $186,263 at 4% or $124,175 at 6%; with 100% employer match about $139,697 at 4% or $93,131 at 6%. |
| Patterson Planning & Services Inc. Employees Pension Plan | - | 36 | $5,140,939 | $353,675 | $9,824iApproximate average salary by contribution assumption: employee only about $245,608 at 4% or $163,738 at 6%; with 50% employer match about $163,738 at 4% or $109,159 at 6%; with 100% employer match about $122,804 at 4% or $81,869 at 6%. |