Pat Brokerage Co.
Plan context: Pat Brokerage Co. 401(K) Plan
EIN 42-1256224 • West Des Moines, IA • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$4,403,474
2025 Contributions
$93
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $4,403,474 | $93 | $23iApproximate average salary by contribution assumption: employee only about $581 at 4% or $388 at 6%; with 50% employer match about $388 at 4% or $258 at 6%; with 100% employer match about $291 at 4% or $194 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 4 | $4,403,474 | $93 | $23iApproximate average salary by contribution assumption: employee only about $581 at 4% or $388 at 6%; with 50% employer match about $388 at 4% or $258 at 6%; with 100% employer match about $291 at 4% or $194 at 6%. |
| 2024 | 1 | 5 | $4,612,614 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $4,612,614 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2023 | 1 | 6 | $4,314,609 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $4,314,609 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2022 | 1 | 5 | $7,039,427 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $7,039,427 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2021 | 1 | 5 | $8,941,794 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $8,941,794 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2020 | 1 | 5 | $8,094,528 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $8,094,528 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2019 | 1 | 5 | $7,094,246 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $7,094,246 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2018 | 1 | 5 | $5,685,253 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $5,685,253 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2017 | 1 | 5 | $5,972,659 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $5,972,659 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2016 | 1 | 5 | $5,051,785 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $5,051,785 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2015 | 1 | 5 | $4,801,137 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $4,801,137 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2014 | 1 | 5 | $5,087,554 | $100,001 | $20,000iApproximate average salary by contribution assumption: employee only about $500,005 at 4% or $333,337 at 6%; with 50% employer match about $333,337 at 4% or $222,224 at 6%; with 100% employer match about $250,003 at 4% or $166,668 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 5 | $5,087,554 | $100,001 | $20,000iApproximate average salary by contribution assumption: employee only about $500,005 at 4% or $333,337 at 6%; with 50% employer match about $333,337 at 4% or $222,224 at 6%; with 100% employer match about $250,003 at 4% or $166,668 at 6%. |
| 2013 | 1 | 6 | $4,754,167 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $4,754,167 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2012 | 1 | 6 | $4,072,361 | $124,505 | $20,751iApproximate average salary by contribution assumption: employee only about $518,771 at 4% or $345,847 at 6%; with 50% employer match about $345,847 at 4% or $230,565 at 6%; with 100% employer match about $259,385 at 4% or $172,924 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $4,072,361 | $124,505 | $20,751iApproximate average salary by contribution assumption: employee only about $518,771 at 4% or $345,847 at 6%; with 50% employer match about $345,847 at 4% or $230,565 at 6%; with 100% employer match about $259,385 at 4% or $172,924 at 6%. |
| 2011 | 1 | 6 | $3,671,030 | $126,743 | $21,124iApproximate average salary by contribution assumption: employee only about $528,096 at 4% or $352,064 at 6%; with 50% employer match about $352,064 at 4% or $234,709 at 6%; with 100% employer match about $264,048 at 4% or $176,032 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $3,671,030 | $126,743 | $21,124iApproximate average salary by contribution assumption: employee only about $528,096 at 4% or $352,064 at 6%; with 50% employer match about $352,064 at 4% or $234,709 at 6%; with 100% employer match about $264,048 at 4% or $176,032 at 6%. |
| 2010 | 1 | 6 | $3,639,202 | $120,001 | $20,000iApproximate average salary by contribution assumption: employee only about $500,004 at 4% or $333,336 at 6%; with 50% employer match about $333,336 at 4% or $222,224 at 6%; with 100% employer match about $250,002 at 4% or $166,668 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $3,639,202 | $120,001 | $20,000iApproximate average salary by contribution assumption: employee only about $500,004 at 4% or $333,336 at 6%; with 50% employer match about $333,336 at 4% or $222,224 at 6%; with 100% employer match about $250,002 at 4% or $166,668 at 6%. |
| 2009 | 1 | 6 | $2,997,283 | $151,996 | $25,333iApproximate average salary by contribution assumption: employee only about $633,317 at 4% or $422,211 at 6%; with 50% employer match about $422,211 at 4% or $281,474 at 6%; with 100% employer match about $316,658 at 4% or $211,106 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $2,997,283 | $151,996 | $25,333iApproximate average salary by contribution assumption: employee only about $633,317 at 4% or $422,211 at 6%; with 50% employer match about $422,211 at 4% or $281,474 at 6%; with 100% employer match about $316,658 at 4% or $211,106 at 6%. |
| 2008 | 1 | 6 | $2,153,749 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $2,153,749 | $75,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2007 | 1 | 6 | $4,028,991 | $146,500 | $24,417iApproximate average salary by contribution assumption: employee only about $610,417 at 4% or $406,944 at 6%; with 50% employer match about $406,944 at 4% or $271,296 at 6%; with 100% employer match about $305,208 at 4% or $203,472 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $4,028,991 | $146,500 | $24,417iApproximate average salary by contribution assumption: employee only about $610,417 at 4% or $406,944 at 6%; with 50% employer match about $406,944 at 4% or $271,296 at 6%; with 100% employer match about $305,208 at 4% or $203,472 at 6%. |
| 2006 | 1 | 6 | $3,560,393 | $134,433 | $22,406iApproximate average salary by contribution assumption: employee only about $560,138 at 4% or $373,425 at 6%; with 50% employer match about $373,425 at 4% or $248,950 at 6%; with 100% employer match about $280,069 at 4% or $186,713 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $3,560,393 | $134,433 | $22,406iApproximate average salary by contribution assumption: employee only about $560,138 at 4% or $373,425 at 6%; with 50% employer match about $373,425 at 4% or $248,950 at 6%; with 100% employer match about $280,069 at 4% or $186,713 at 6%. |
| 2005 | 1 | 7 | $3,171,472 | $147,074 | $21,011iApproximate average salary by contribution assumption: employee only about $525,264 at 4% or $350,176 at 6%; with 50% employer match about $350,176 at 4% or $233,451 at 6%; with 100% employer match about $262,632 at 4% or $175,088 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 7 | $3,171,472 | $147,074 | $21,011iApproximate average salary by contribution assumption: employee only about $525,264 at 4% or $350,176 at 6%; with 50% employer match about $350,176 at 4% or $233,451 at 6%; with 100% employer match about $262,632 at 4% or $175,088 at 6%. |
| 2004 | 1 | 6 | $2,748,891 | $133,375 | $22,229iApproximate average salary by contribution assumption: employee only about $555,729 at 4% or $370,486 at 6%; with 50% employer match about $370,486 at 4% or $246,991 at 6%; with 100% employer match about $277,865 at 4% or $185,243 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $2,748,891 | $133,375 | $22,229iApproximate average salary by contribution assumption: employee only about $555,729 at 4% or $370,486 at 6%; with 50% employer match about $370,486 at 4% or $246,991 at 6%; with 100% employer match about $277,865 at 4% or $185,243 at 6%. |
| 2003 | 1 | 6 | $2,349,283 | $258,850 | $43,142iApproximate average salary by contribution assumption: employee only about $1,078,542 at 4% or $719,028 at 6%; with 50% employer match about $719,028 at 4% or $479,352 at 6%; with 100% employer match about $539,271 at 4% or $359,514 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $2,349,283 | $258,850 | $43,142iApproximate average salary by contribution assumption: employee only about $1,078,542 at 4% or $719,028 at 6%; with 50% employer match about $719,028 at 4% or $479,352 at 6%; with 100% employer match about $539,271 at 4% or $359,514 at 6%. |
| 2002 | 1 | 6 | $1,498,032 | $0 | - |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $1,498,032 | - | - |
| 2001 | 1 | 6 | $1,751,209 | $93,850 | $15,642iApproximate average salary by contribution assumption: employee only about $391,042 at 4% or $260,694 at 6%; with 50% employer match about $260,694 at 4% or $173,796 at 6%; with 100% employer match about $195,521 at 4% or $130,347 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $1,751,209 | $93,850 | $15,642iApproximate average salary by contribution assumption: employee only about $391,042 at 4% or $260,694 at 6%; with 50% employer match about $260,694 at 4% or $173,796 at 6%; with 100% employer match about $195,521 at 4% or $130,347 at 6%. |
| 2000 | 1 | 6 | $1,836,650 | $91,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Pat Brokerage Co. 401(K) Plan | - | 6 | $1,836,650 | $91,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |