Russell P. Patterson, Pa
Plan context: Russell P. Patterson, Pa Retirement Plan and Trust
EIN 26-4505804 • Hilton Head Island, SC • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$922,518
2024 Contributions
$39,054
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 | 3 | $922,518 | $39,054 | $13,018iApproximate average salary by contribution assumption: employee only about $325,450 at 4% or $216,967 at 6%; with 50% employer match about $216,967 at 4% or $144,644 at 6%; with 100% employer match about $162,725 at 4% or $108,483 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 3 | $922,518 | $39,054 | $13,018iApproximate average salary by contribution assumption: employee only about $325,450 at 4% or $216,967 at 6%; with 50% employer match about $216,967 at 4% or $144,644 at 6%; with 100% employer match about $162,725 at 4% or $108,483 at 6%. |
| 2023 | 1 | 4 | $776,421 | $18,638 | $4,660iApproximate average salary by contribution assumption: employee only about $116,488 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,244 at 4% or $38,829 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $776,421 | $18,638 | $4,660iApproximate average salary by contribution assumption: employee only about $116,488 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,244 at 4% or $38,829 at 6%. |
| 2022 | 1 | 4 | $647,921 | $31,458 | $7,865iApproximate average salary by contribution assumption: employee only about $196,613 at 4% or $131,075 at 6%; with 50% employer match about $131,075 at 4% or $87,383 at 6%; with 100% employer match about $98,306 at 4% or $65,538 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $647,921 | $31,458 | $7,865iApproximate average salary by contribution assumption: employee only about $196,613 at 4% or $131,075 at 6%; with 50% employer match about $131,075 at 4% or $87,383 at 6%; with 100% employer match about $98,306 at 4% or $65,538 at 6%. |
| 2021 | 1 | 4 | $774,685 | $44,224 | $11,056iApproximate average salary by contribution assumption: employee only about $276,400 at 4% or $184,267 at 6%; with 50% employer match about $184,267 at 4% or $122,844 at 6%; with 100% employer match about $138,200 at 4% or $92,133 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $774,685 | $44,224 | $11,056iApproximate average salary by contribution assumption: employee only about $276,400 at 4% or $184,267 at 6%; with 50% employer match about $184,267 at 4% or $122,844 at 6%; with 100% employer match about $138,200 at 4% or $92,133 at 6%. |
| 2020 | 1 | 4 | $657,428 | $26,064 | $6,516iApproximate average salary by contribution assumption: employee only about $162,900 at 4% or $108,600 at 6%; with 50% employer match about $108,600 at 4% or $72,400 at 6%; with 100% employer match about $81,450 at 4% or $54,300 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $657,428 | $26,064 | $6,516iApproximate average salary by contribution assumption: employee only about $162,900 at 4% or $108,600 at 6%; with 50% employer match about $108,600 at 4% or $72,400 at 6%; with 100% employer match about $81,450 at 4% or $54,300 at 6%. |
| 2019 | 1 | 4 | $547,663 | $10,937 | $2,734iApproximate average salary by contribution assumption: employee only about $68,356 at 4% or $45,571 at 6%; with 50% employer match about $45,571 at 4% or $30,381 at 6%; with 100% employer match about $34,178 at 4% or $22,785 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $547,663 | $10,937 | $2,734iApproximate average salary by contribution assumption: employee only about $68,356 at 4% or $45,571 at 6%; with 50% employer match about $45,571 at 4% or $30,381 at 6%; with 100% employer match about $34,178 at 4% or $22,785 at 6%. |
| 2018 | 1 | 4 | $442,292 | $6,500 | $1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 4 | $442,292 | $6,500 | $1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%. |
| 2017 | 1 | 3 | $465,995 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 3 | $465,995 | - | - |
| 2016 | 1 | 2 | $398,343 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $398,343 | - | - |
| 2015 | 1 | 2 | $372,413 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $372,413 | - | - |
| 2014 | 1 | 2 | $380,653 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $380,653 | - | - |
| 2013 | 1 | 2 | $376,524 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $376,524 | - | - |
| 2012 | 1 | 2 | $315,303 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $315,303 | - | - |
| 2011 | 1 | 2 | $283,078 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $283,078 | - | - |
| 2010 | 1 | 2 | $304,802 | $0 | - |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $304,802 | - | - |
| 2009 | 1 | 2 | $272,817 | $246,202 | $123,101iApproximate average salary by contribution assumption: employee only about $3,077,525 at 4% or $2,051,683 at 6%; with 50% employer match about $2,051,683 at 4% or $1,367,789 at 6%; with 100% employer match about $1,538,763 at 4% or $1,025,842 at 6%. |
| Russell P. Patterson, Pa Retirement Plan and Trust | - | 2 | $272,817 | $246,202 | $123,101iApproximate average salary by contribution assumption: employee only about $3,077,525 at 4% or $2,051,683 at 6%; with 50% employer match about $2,051,683 at 4% or $1,367,789 at 6%; with 100% employer match about $1,538,763 at 4% or $1,025,842 at 6%. |