Civic Intelligence

Patterson Real Estate Advisory

Plan context: Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust

EIN 27-0540506 • Atlanta, GA • 13 filings • 3 plans

309 East Paces Ferry RoadSuite 1100Atlanta, GA 30305
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$5,085,002

2024 Contributions

$585,477

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,085,002$2,542,501$0201220182024YearValue
$5,085,002Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

30150201220182024YearValue
28Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024128$5,085,002$585,477$20,910iApproximate average salary by contribution assumption: employee only about $522,747 at 4% or $348,498 at 6%; with 50% employer match about $348,498 at 4% or $232,332 at 6%; with 100% employer match about $261,374 at 4% or $174,249 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-28$5,085,002$585,477$20,910iApproximate average salary by contribution assumption: employee only about $522,747 at 4% or $348,498 at 6%; with 50% employer match about $348,498 at 4% or $232,332 at 6%; with 100% employer match about $261,374 at 4% or $174,249 at 6%.
2023128$4,023,379$484,144$17,291iApproximate average salary by contribution assumption: employee only about $432,271 at 4% or $288,181 at 6%; with 50% employer match about $288,181 at 4% or $192,121 at 6%; with 100% employer match about $216,136 at 4% or $144,090 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-28$4,023,379$484,144$17,291iApproximate average salary by contribution assumption: employee only about $432,271 at 4% or $288,181 at 6%; with 50% employer match about $288,181 at 4% or $192,121 at 6%; with 100% employer match about $216,136 at 4% or $144,090 at 6%.
2022130$3,344,785$431,177$14,373iApproximate average salary by contribution assumption: employee only about $359,314 at 4% or $239,543 at 6%; with 50% employer match about $239,543 at 4% or $159,695 at 6%; with 100% employer match about $179,657 at 4% or $119,771 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-30$3,344,785$431,177$14,373iApproximate average salary by contribution assumption: employee only about $359,314 at 4% or $239,543 at 6%; with 50% employer match about $239,543 at 4% or $159,695 at 6%; with 100% employer match about $179,657 at 4% or $119,771 at 6%.
2021125$3,444,536$391,111$15,644iApproximate average salary by contribution assumption: employee only about $391,111 at 4% or $260,741 at 6%; with 50% employer match about $260,741 at 4% or $173,827 at 6%; with 100% employer match about $195,556 at 4% or $130,370 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-25$3,444,536$391,111$15,644iApproximate average salary by contribution assumption: employee only about $391,111 at 4% or $260,741 at 6%; with 50% employer match about $260,741 at 4% or $173,827 at 6%; with 100% employer match about $195,556 at 4% or $130,370 at 6%.
2020120$2,519,241$286,730$14,337iApproximate average salary by contribution assumption: employee only about $358,413 at 4% or $238,942 at 6%; with 50% employer match about $238,942 at 4% or $159,294 at 6%; with 100% employer match about $179,206 at 4% or $119,471 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-20$2,519,241$286,730$14,337iApproximate average salary by contribution assumption: employee only about $358,413 at 4% or $238,942 at 6%; with 50% employer match about $238,942 at 4% or $159,294 at 6%; with 100% employer match about $179,206 at 4% or $119,471 at 6%.
2019119$1,982,803$240,410$12,653iApproximate average salary by contribution assumption: employee only about $316,329 at 4% or $210,886 at 6%; with 50% employer match about $210,886 at 4% or $140,591 at 6%; with 100% employer match about $158,164 at 4% or $105,443 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-19$1,982,803$240,410$12,653iApproximate average salary by contribution assumption: employee only about $316,329 at 4% or $210,886 at 6%; with 50% employer match about $210,886 at 4% or $140,591 at 6%; with 100% employer match about $158,164 at 4% or $105,443 at 6%.
2018116$1,371,395$656,781$41,049iApproximate average salary by contribution assumption: employee only about $1,026,220 at 4% or $684,147 at 6%; with 50% employer match about $684,147 at 4% or $456,098 at 6%; with 100% employer match about $513,110 at 4% or $342,073 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-16$1,371,395$656,781$41,049iApproximate average salary by contribution assumption: employee only about $1,026,220 at 4% or $684,147 at 6%; with 50% employer match about $684,147 at 4% or $456,098 at 6%; with 100% employer match about $513,110 at 4% or $342,073 at 6%.
2017116$841,697$183,767$11,485iApproximate average salary by contribution assumption: employee only about $287,136 at 4% or $191,424 at 6%; with 50% employer match about $191,424 at 4% or $127,616 at 6%; with 100% employer match about $143,568 at 4% or $95,712 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-16$841,697$183,767$11,485iApproximate average salary by contribution assumption: employee only about $287,136 at 4% or $191,424 at 6%; with 50% employer match about $191,424 at 4% or $127,616 at 6%; with 100% employer match about $143,568 at 4% or $95,712 at 6%.
2016114$545,743$124,134$8,867iApproximate average salary by contribution assumption: employee only about $221,668 at 4% or $147,779 at 6%; with 50% employer match about $147,779 at 4% or $98,519 at 6%; with 100% employer match about $110,834 at 4% or $73,889 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-14$545,743$124,134$8,867iApproximate average salary by contribution assumption: employee only about $221,668 at 4% or $147,779 at 6%; with 50% employer match about $147,779 at 4% or $98,519 at 6%; with 100% employer match about $110,834 at 4% or $73,889 at 6%.
2015110$389,833$130,002$13,000iApproximate average salary by contribution assumption: employee only about $325,005 at 4% or $216,670 at 6%; with 50% employer match about $216,670 at 4% or $144,447 at 6%; with 100% employer match about $162,503 at 4% or $108,335 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-10$389,833$130,002$13,000iApproximate average salary by contribution assumption: employee only about $325,005 at 4% or $216,670 at 6%; with 50% employer match about $216,670 at 4% or $144,447 at 6%; with 100% employer match about $162,503 at 4% or $108,335 at 6%.
201418$314,212$223,551$27,944iApproximate average salary by contribution assumption: employee only about $698,597 at 4% or $465,731 at 6%; with 50% employer match about $465,731 at 4% or $310,488 at 6%; with 100% employer match about $349,298 at 4% or $232,866 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-8$314,212$223,551$27,944iApproximate average salary by contribution assumption: employee only about $698,597 at 4% or $465,731 at 6%; with 50% employer match about $465,731 at 4% or $310,488 at 6%; with 100% employer match about $349,298 at 4% or $232,866 at 6%.
201316$75,369$59,916$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-6$75,369$59,916$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
201217$168,687$169,402$24,200iApproximate average salary by contribution assumption: employee only about $605,007 at 4% or $403,338 at 6%; with 50% employer match about $403,338 at 4% or $268,892 at 6%; with 100% employer match about $302,504 at 4% or $201,669 at 6%.
Patterson Real Estate Advisory 401 K Profit Sharing Plan Trust-7$168,687$169,402$24,200iApproximate average salary by contribution assumption: employee only about $605,007 at 4% or $403,338 at 6%; with 50% employer match about $403,338 at 4% or $268,892 at 6%; with 100% employer match about $302,504 at 4% or $201,669 at 6%.