Patterson-Horth Inc.
Plan context: Patterson Horth Benefit Trust 401(K) Plan
EIN 35-1956035 • Indianapolis, IN • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
73
2024 Assets
$4,612,183
2024 Contributions
$535,606
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 | 73 | $4,612,183 | $535,606 | $7,337iApproximate average salary by contribution assumption: employee only about $183,427 at 4% or $122,284 at 6%; with 50% employer match about $122,284 at 4% or $81,523 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 73 | $4,612,183 | $535,606 | $7,337iApproximate average salary by contribution assumption: employee only about $183,427 at 4% or $122,284 at 6%; with 50% employer match about $122,284 at 4% or $81,523 at 6%; with 100% employer match about $91,713 at 4% or $61,142 at 6%. |
| 2023 | 1 | 61 | $3,531,351 | $438,934 | $7,196iApproximate average salary by contribution assumption: employee only about $179,891 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,952 at 6%; with 100% employer match about $89,945 at 4% or $59,964 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 61 | $3,531,351 | $438,934 | $7,196iApproximate average salary by contribution assumption: employee only about $179,891 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,952 at 6%; with 100% employer match about $89,945 at 4% or $59,964 at 6%. |
| 2022 | 1 | 56 | $2,635,996 | $330,968 | $5,910iApproximate average salary by contribution assumption: employee only about $147,754 at 4% or $98,502 at 6%; with 50% employer match about $98,502 at 4% or $65,668 at 6%; with 100% employer match about $73,877 at 4% or $49,251 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 56 | $2,635,996 | $330,968 | $5,910iApproximate average salary by contribution assumption: employee only about $147,754 at 4% or $98,502 at 6%; with 50% employer match about $98,502 at 4% or $65,668 at 6%; with 100% employer match about $73,877 at 4% or $49,251 at 6%. |
| 2021 | 1 | 54 | $3,104,148 | $333,443 | $6,175iApproximate average salary by contribution assumption: employee only about $154,372 at 4% or $102,915 at 6%; with 50% employer match about $102,915 at 4% or $68,610 at 6%; with 100% employer match about $77,186 at 4% or $51,457 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 54 | $3,104,148 | $333,443 | $6,175iApproximate average salary by contribution assumption: employee only about $154,372 at 4% or $102,915 at 6%; with 50% employer match about $102,915 at 4% or $68,610 at 6%; with 100% employer match about $77,186 at 4% or $51,457 at 6%. |
| 2020 | 1 | 54 | $2,453,221 | $439,417 | $8,137iApproximate average salary by contribution assumption: employee only about $203,434 at 4% or $135,623 at 6%; with 50% employer match about $135,623 at 4% or $90,415 at 6%; with 100% employer match about $101,717 at 4% or $67,811 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 54 | $2,453,221 | $439,417 | $8,137iApproximate average salary by contribution assumption: employee only about $203,434 at 4% or $135,623 at 6%; with 50% employer match about $135,623 at 4% or $90,415 at 6%; with 100% employer match about $101,717 at 4% or $67,811 at 6%. |
| 2019 | 1 | 48 | $1,952,822 | $209,015 | $4,354iApproximate average salary by contribution assumption: employee only about $108,862 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,287 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 48 | $1,952,822 | $209,015 | $4,354iApproximate average salary by contribution assumption: employee only about $108,862 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,287 at 6%. |
| 2018 | 1 | 57 | $1,540,564 | $212,208 | $3,723iApproximate average salary by contribution assumption: employee only about $93,074 at 4% or $62,049 at 6%; with 50% employer match about $62,049 at 4% or $41,366 at 6%; with 100% employer match about $46,537 at 4% or $31,025 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 57 | $1,540,564 | $212,208 | $3,723iApproximate average salary by contribution assumption: employee only about $93,074 at 4% or $62,049 at 6%; with 50% employer match about $62,049 at 4% or $41,366 at 6%; with 100% employer match about $46,537 at 4% or $31,025 at 6%. |
| 2017 | 1 | 55 | $1,469,496 | $171,177 | $3,112iApproximate average salary by contribution assumption: employee only about $77,808 at 4% or $51,872 at 6%; with 50% employer match about $51,872 at 4% or $34,581 at 6%; with 100% employer match about $38,904 at 4% or $25,936 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 55 | $1,469,496 | $171,177 | $3,112iApproximate average salary by contribution assumption: employee only about $77,808 at 4% or $51,872 at 6%; with 50% employer match about $51,872 at 4% or $34,581 at 6%; with 100% employer match about $38,904 at 4% or $25,936 at 6%. |
| 2016 | 1 | 45 | $1,133,597 | $144,542 | $3,212iApproximate average salary by contribution assumption: employee only about $80,301 at 4% or $53,534 at 6%; with 50% employer match about $53,534 at 4% or $35,689 at 6%; with 100% employer match about $40,151 at 4% or $26,767 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 45 | $1,133,597 | $144,542 | $3,212iApproximate average salary by contribution assumption: employee only about $80,301 at 4% or $53,534 at 6%; with 50% employer match about $53,534 at 4% or $35,689 at 6%; with 100% employer match about $40,151 at 4% or $26,767 at 6%. |
| 2015 | 1 | 37 | $1,013,718 | $118,037 | $3,190iApproximate average salary by contribution assumption: employee only about $79,755 at 4% or $53,170 at 6%; with 50% employer match about $53,170 at 4% or $35,447 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 37 | $1,013,718 | $118,037 | $3,190iApproximate average salary by contribution assumption: employee only about $79,755 at 4% or $53,170 at 6%; with 50% employer match about $53,170 at 4% or $35,447 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%. |
| 2014 | 1 | 45 | $1,024,092 | $127,189 | $2,826iApproximate average salary by contribution assumption: employee only about $70,661 at 4% or $47,107 at 6%; with 50% employer match about $47,107 at 4% or $31,405 at 6%; with 100% employer match about $35,330 at 4% or $23,554 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 45 | $1,024,092 | $127,189 | $2,826iApproximate average salary by contribution assumption: employee only about $70,661 at 4% or $47,107 at 6%; with 50% employer match about $47,107 at 4% or $31,405 at 6%; with 100% employer match about $35,330 at 4% or $23,554 at 6%. |
| 2013 | 1 | 41 | $925,122 | $140,894 | $3,436iApproximate average salary by contribution assumption: employee only about $85,911 at 4% or $57,274 at 6%; with 50% employer match about $57,274 at 4% or $38,183 at 6%; with 100% employer match about $42,955 at 4% or $28,637 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 41 | $925,122 | $140,894 | $3,436iApproximate average salary by contribution assumption: employee only about $85,911 at 4% or $57,274 at 6%; with 50% employer match about $57,274 at 4% or $38,183 at 6%; with 100% employer match about $42,955 at 4% or $28,637 at 6%. |
| 2012 | 1 | 38 | $750,004 | $193,283 | $5,086iApproximate average salary by contribution assumption: employee only about $127,160 at 4% or $84,773 at 6%; with 50% employer match about $84,773 at 4% or $56,515 at 6%; with 100% employer match about $63,580 at 4% or $42,387 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 38 | $750,004 | $193,283 | $5,086iApproximate average salary by contribution assumption: employee only about $127,160 at 4% or $84,773 at 6%; with 50% employer match about $84,773 at 4% or $56,515 at 6%; with 100% employer match about $63,580 at 4% or $42,387 at 6%. |
| 2011 | 1 | 47 | $594,407 | $131,429 | $2,796iApproximate average salary by contribution assumption: employee only about $69,909 at 4% or $46,606 at 6%; with 50% employer match about $46,606 at 4% or $31,071 at 6%; with 100% employer match about $34,955 at 4% or $23,303 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 47 | $594,407 | $131,429 | $2,796iApproximate average salary by contribution assumption: employee only about $69,909 at 4% or $46,606 at 6%; with 50% employer match about $46,606 at 4% or $31,071 at 6%; with 100% employer match about $34,955 at 4% or $23,303 at 6%. |
| 2010 | 1 | 49 | $573,657 | $151,646 | $3,095iApproximate average salary by contribution assumption: employee only about $77,370 at 4% or $51,580 at 6%; with 50% employer match about $51,580 at 4% or $34,387 at 6%; with 100% employer match about $38,685 at 4% or $25,790 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 49 | $573,657 | $151,646 | $3,095iApproximate average salary by contribution assumption: employee only about $77,370 at 4% or $51,580 at 6%; with 50% employer match about $51,580 at 4% or $34,387 at 6%; with 100% employer match about $38,685 at 4% or $25,790 at 6%. |
| 2009 | 1 | 55 | $427,337 | $224,937 | $4,090iApproximate average salary by contribution assumption: employee only about $102,244 at 4% or $68,163 at 6%; with 50% employer match about $68,163 at 4% or $45,442 at 6%; with 100% employer match about $51,122 at 4% or $34,081 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 55 | $427,337 | $224,937 | $4,090iApproximate average salary by contribution assumption: employee only about $102,244 at 4% or $68,163 at 6%; with 50% employer match about $68,163 at 4% or $45,442 at 6%; with 100% employer match about $51,122 at 4% or $34,081 at 6%. |
| 2008 | 1 | 49 | $197,304 | $194,480 | $3,969iApproximate average salary by contribution assumption: employee only about $99,224 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,612 at 4% or $33,075 at 6%. |
| Patterson Horth Benefit Trust 401(K) Plan | - | 49 | $197,304 | $194,480 | $3,969iApproximate average salary by contribution assumption: employee only about $99,224 at 4% or $66,150 at 6%; with 50% employer match about $66,150 at 4% or $44,100 at 6%; with 100% employer match about $49,612 at 4% or $33,075 at 6%. |
| 2007 | 1 | 38 | $0 | $0 | - |
| Patterson Horth Benefit Trust 401(K) Plan | - | 38 | - | - | - |