Civic Intelligence

Patrick Inc.

Plan context: PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

EIN 39-1798813 • Oshkosh, WI • 22 filings • 7 plans

3378 Nelson RoadOshkosh, WI 54904
Current Snapshot

Latest Year

2020

2020 Participants

24

2020 Assets

$2,567,846

2020 Contributions

$92,736

Historical Graphs

Total Assets Over Time

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

$2,567,846$1,283,923$0199920112019YearValue
$2,567,846Latest year 2019

Participants Over Time

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

57290199920082019YearValue
24Latest year 2019

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
202010$0$92,736-
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-0$0$92,736-
2019124$2,567,846$174,275$7,261iApproximate average salary by contribution assumption: employee only about $181,536 at 4% or $121,024 at 6%; with 50% employer match about $121,024 at 4% or $80,683 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-24$2,567,846$174,275$7,261iApproximate average salary by contribution assumption: employee only about $181,536 at 4% or $121,024 at 6%; with 50% employer match about $121,024 at 4% or $80,683 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%.
2018124$2,128,378$163,323$6,805iApproximate average salary by contribution assumption: employee only about $170,128 at 4% or $113,419 at 6%; with 50% employer match about $113,419 at 4% or $75,613 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-24$2,128,378$163,323$6,805iApproximate average salary by contribution assumption: employee only about $170,128 at 4% or $113,419 at 6%; with 50% employer match about $113,419 at 4% or $75,613 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%.
201710$2,199,185$158,181-
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-0$2,199,185$158,181-
2016137$1,991,187$155,854$4,212iApproximate average salary by contribution assumption: employee only about $105,307 at 4% or $70,205 at 6%; with 50% employer match about $70,205 at 4% or $46,803 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-37$1,991,187$155,854$4,212iApproximate average salary by contribution assumption: employee only about $105,307 at 4% or $70,205 at 6%; with 50% employer match about $70,205 at 4% or $46,803 at 6%; with 100% employer match about $52,653 at 4% or $35,102 at 6%.
2015133$1,706,947$152,899$4,633iApproximate average salary by contribution assumption: employee only about $115,833 at 4% or $77,222 at 6%; with 50% employer match about $77,222 at 4% or $51,481 at 6%; with 100% employer match about $57,916 at 4% or $38,611 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-33$1,706,947$152,899$4,633iApproximate average salary by contribution assumption: employee only about $115,833 at 4% or $77,222 at 6%; with 50% employer match about $77,222 at 4% or $51,481 at 6%; with 100% employer match about $57,916 at 4% or $38,611 at 6%.
2014138$1,660,616$150,675$3,965iApproximate average salary by contribution assumption: employee only about $99,128 at 4% or $66,086 at 6%; with 50% employer match about $66,086 at 4% or $44,057 at 6%; with 100% employer match about $49,564 at 4% or $33,043 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-38$1,660,616$150,675$3,965iApproximate average salary by contribution assumption: employee only about $99,128 at 4% or $66,086 at 6%; with 50% employer match about $66,086 at 4% or $44,057 at 6%; with 100% employer match about $49,564 at 4% or $33,043 at 6%.
2013138$1,474,738$150,559$3,962iApproximate average salary by contribution assumption: employee only about $99,052 at 4% or $66,035 at 6%; with 50% employer match about $66,035 at 4% or $44,023 at 6%; with 100% employer match about $49,526 at 4% or $33,017 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-38$1,474,738$150,559$3,962iApproximate average salary by contribution assumption: employee only about $99,052 at 4% or $66,035 at 6%; with 50% employer match about $66,035 at 4% or $44,023 at 6%; with 100% employer match about $49,526 at 4% or $33,017 at 6%.
2012342$2,503,800$483,520$11,512iApproximate average salary by contribution assumption: employee only about $287,810 at 4% or $191,873 at 6%; with 50% employer match about $191,873 at 4% or $127,915 at 6%; with 100% employer match about $143,905 at 4% or $95,937 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-42$1,251,900$98,638$2,349iApproximate average salary by contribution assumption: employee only about $58,713 at 4% or $39,142 at 6%; with 50% employer match about $39,142 at 4% or $26,095 at 6%; with 100% employer match about $29,357 at 4% or $19,571 at 6%.
PATRICK, INC. 401(K) SALARY REDUCTION PLAN AND TRUST-42$1,251,900$200,910$4,784iApproximate average salary by contribution assumption: employee only about $119,589 at 4% or $79,726 at 6%; with 50% employer match about $79,726 at 4% or $53,151 at 6%; with 100% employer match about $59,795 at 4% or $39,863 at 6%.
TPC QUALIFED PLANS LLC RETIREMENT SAVINGS PLAN-0$0$183,972-
2011157$1,018,926$137,326$2,409iApproximate average salary by contribution assumption: employee only about $60,231 at 4% or $40,154 at 6%; with 50% employer match about $40,154 at 4% or $26,769 at 6%; with 100% employer match about $30,115 at 4% or $20,077 at 6%.
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN-57$1,018,926$137,326$2,409iApproximate average salary by contribution assumption: employee only about $60,231 at 4% or $40,154 at 6%; with 50% employer match about $40,154 at 4% or $26,769 at 6%; with 100% employer match about $30,115 at 4% or $20,077 at 6%.
2008132$539,408$93,908$2,935iApproximate average salary by contribution assumption: employee only about $73,366 at 4% or $48,910 at 6%; with 50% employer match about $48,910 at 4% or $32,607 at 6%; with 100% employer match about $36,683 at 4% or $24,455 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-32$539,408$93,908$2,935iApproximate average salary by contribution assumption: employee only about $73,366 at 4% or $48,910 at 6%; with 50% employer match about $48,910 at 4% or $32,607 at 6%; with 100% employer match about $36,683 at 4% or $24,455 at 6%.
2007138$0$0-
Patrick Inc. 401K Salary Reduction Plan & Trust-38---
2006141$542,911$79,719$1,944iApproximate average salary by contribution assumption: employee only about $48,609 at 4% or $32,406 at 6%; with 50% employer match about $32,406 at 4% or $21,604 at 6%; with 100% employer match about $24,305 at 4% or $16,203 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-41$542,911$79,719$1,944iApproximate average salary by contribution assumption: employee only about $48,609 at 4% or $32,406 at 6%; with 50% employer match about $32,406 at 4% or $21,604 at 6%; with 100% employer match about $24,305 at 4% or $16,203 at 6%.
2005146$438,714$70,306$1,528iApproximate average salary by contribution assumption: employee only about $38,210 at 4% or $25,473 at 6%; with 50% employer match about $25,473 at 4% or $16,982 at 6%; with 100% employer match about $19,105 at 4% or $12,737 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-46$438,714$70,306$1,528iApproximate average salary by contribution assumption: employee only about $38,210 at 4% or $25,473 at 6%; with 50% employer match about $25,473 at 4% or $16,982 at 6%; with 100% employer match about $19,105 at 4% or $12,737 at 6%.
2004138$355,836$63,167$1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-38$355,836$63,167$1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%.
2003143$282,578$52,436$1,219iApproximate average salary by contribution assumption: employee only about $30,486 at 4% or $20,324 at 6%; with 50% employer match about $20,324 at 4% or $13,549 at 6%; with 100% employer match about $15,243 at 4% or $10,162 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-43$282,578$52,436$1,219iApproximate average salary by contribution assumption: employee only about $30,486 at 4% or $20,324 at 6%; with 50% employer match about $20,324 at 4% or $13,549 at 6%; with 100% employer match about $15,243 at 4% or $10,162 at 6%.
2002135$196,317$68,255$1,950iApproximate average salary by contribution assumption: employee only about $48,754 at 4% or $32,502 at 6%; with 50% employer match about $32,502 at 4% or $21,668 at 6%; with 100% employer match about $24,377 at 4% or $16,251 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-35$196,317$68,255$1,950iApproximate average salary by contribution assumption: employee only about $48,754 at 4% or $32,502 at 6%; with 50% employer match about $32,502 at 4% or $21,668 at 6%; with 100% employer match about $24,377 at 4% or $16,251 at 6%.
2001127$157,484$50,051$1,854iApproximate average salary by contribution assumption: employee only about $46,344 at 4% or $30,896 at 6%; with 50% employer match about $30,896 at 4% or $20,597 at 6%; with 100% employer match about $23,172 at 4% or $15,448 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-27$157,484$50,051$1,854iApproximate average salary by contribution assumption: employee only about $46,344 at 4% or $30,896 at 6%; with 50% employer match about $30,896 at 4% or $20,597 at 6%; with 100% employer match about $23,172 at 4% or $15,448 at 6%.
2000116$128,120$16,535$1,033iApproximate average salary by contribution assumption: employee only about $25,836 at 4% or $17,224 at 6%; with 50% employer match about $17,224 at 4% or $11,483 at 6%; with 100% employer match about $12,918 at 4% or $8,612 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-16$128,120$16,535$1,033iApproximate average salary by contribution assumption: employee only about $25,836 at 4% or $17,224 at 6%; with 50% employer match about $17,224 at 4% or $11,483 at 6%; with 100% employer match about $12,918 at 4% or $8,612 at 6%.
1999115$114,827$21,230$1,415iApproximate average salary by contribution assumption: employee only about $35,383 at 4% or $23,589 at 6%; with 50% employer match about $23,589 at 4% or $15,726 at 6%; with 100% employer match about $17,692 at 4% or $11,794 at 6%.
Patrick Inc. 401K Salary Reduction Plan & Trust-15$114,827$21,230$1,415iApproximate average salary by contribution assumption: employee only about $35,383 at 4% or $23,589 at 6%; with 50% employer match about $23,589 at 4% or $15,726 at 6%; with 100% employer match about $17,692 at 4% or $11,794 at 6%.