Civic Intelligence

Tom Patrick & Associates Inc.

Plan context: TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

EIN 55-0793834 • Colleyville, TX • 20 filings • 2 plans

4906 Melrose Park Dr.Colleyville, TX 76034-4748
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$523,845

2023 Contributions

$79,859

Historical Graphs

Total Assets Over Time

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

$1,714,369$857,185$0200620142022YearValue
$523,845Latest year 2022

Participants Over Time

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

320200620142022YearValue
2Latest year 2022

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
202310$0$0-
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-0$0$0-
202212$523,845$79,859$39,930iApproximate average salary by contribution assumption: employee only about $998,238 at 4% or $665,492 at 6%; with 50% employer match about $665,492 at 4% or $443,661 at 6%; with 100% employer match about $499,119 at 4% or $332,746 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$523,845$79,859$39,930iApproximate average salary by contribution assumption: employee only about $998,238 at 4% or $665,492 at 6%; with 50% employer match about $665,492 at 4% or $443,661 at 6%; with 100% employer match about $499,119 at 4% or $332,746 at 6%.
202112$539,576$65,942$32,971iApproximate average salary by contribution assumption: employee only about $824,275 at 4% or $549,517 at 6%; with 50% employer match about $549,517 at 4% or $366,344 at 6%; with 100% employer match about $412,138 at 4% or $274,758 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$539,576$65,942$32,971iApproximate average salary by contribution assumption: employee only about $824,275 at 4% or $549,517 at 6%; with 50% employer match about $549,517 at 4% or $366,344 at 6%; with 100% employer match about $412,138 at 4% or $274,758 at 6%.
202012$443,497$123,892$61,946iApproximate average salary by contribution assumption: employee only about $1,548,650 at 4% or $1,032,433 at 6%; with 50% employer match about $1,032,433 at 4% or $688,289 at 6%; with 100% employer match about $774,325 at 4% or $516,217 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$443,497$123,892$61,946iApproximate average salary by contribution assumption: employee only about $1,548,650 at 4% or $1,032,433 at 6%; with 50% employer match about $1,032,433 at 4% or $688,289 at 6%; with 100% employer match about $774,325 at 4% or $516,217 at 6%.
201912$319,605$74,870$37,435iApproximate average salary by contribution assumption: employee only about $935,875 at 4% or $623,917 at 6%; with 50% employer match about $623,917 at 4% or $415,944 at 6%; with 100% employer match about $467,938 at 4% or $311,958 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$319,605$74,870$37,435iApproximate average salary by contribution assumption: employee only about $935,875 at 4% or $623,917 at 6%; with 50% employer match about $623,917 at 4% or $415,944 at 6%; with 100% employer match about $467,938 at 4% or $311,958 at 6%.
201812$215,187$73,838$36,919iApproximate average salary by contribution assumption: employee only about $922,975 at 4% or $615,317 at 6%; with 50% employer match about $615,317 at 4% or $410,211 at 6%; with 100% employer match about $461,488 at 4% or $307,658 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$215,187$73,838$36,919iApproximate average salary by contribution assumption: employee only about $922,975 at 4% or $615,317 at 6%; with 50% employer match about $615,317 at 4% or $410,211 at 6%; with 100% employer match about $461,488 at 4% or $307,658 at 6%.
201722$158,270$84,651$42,326iApproximate average salary by contribution assumption: employee only about $1,058,138 at 4% or $705,425 at 6%; with 50% employer match about $705,425 at 4% or $470,283 at 6%; with 100% employer match about $529,069 at 4% or $352,713 at 6%.
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$158,270$84,651$42,326iApproximate average salary by contribution assumption: employee only about $1,058,138 at 4% or $705,425 at 6%; with 50% employer match about $705,425 at 4% or $470,283 at 6%; with 100% employer match about $529,069 at 4% or $352,713 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-0$0$0-
201622$1,714,369$73,619$36,810iApproximate average salary by contribution assumption: employee only about $920,238 at 4% or $613,492 at 6%; with 50% employer match about $613,492 at 4% or $408,994 at 6%; with 100% employer match about $460,119 at 4% or $306,746 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$1,640,750$0-
TOM PATRICK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-2$73,619$73,619$36,810iApproximate average salary by contribution assumption: employee only about $920,238 at 4% or $613,492 at 6%; with 50% employer match about $613,492 at 4% or $408,994 at 6%; with 100% employer match about $460,119 at 4% or $306,746 at 6%.
201512$1,441,838$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$1,441,838$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201412$1,287,915$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$1,287,915$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201312$1,040,980$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$1,040,980$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201212$795,752$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$795,752$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
201113$613,526$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-3$613,526$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
201012$476,397$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$476,397$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200912$368,822$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$368,822$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200812$267,116$95,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$267,116$95,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
200712$202,005$98,406$49,203iApproximate average salary by contribution assumption: employee only about $1,230,075 at 4% or $820,050 at 6%; with 50% employer match about $820,050 at 4% or $546,700 at 6%; with 100% employer match about $615,038 at 4% or $410,025 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$202,005$98,406$49,203iApproximate average salary by contribution assumption: employee only about $1,230,075 at 4% or $820,050 at 6%; with 50% employer match about $820,050 at 4% or $546,700 at 6%; with 100% employer match about $615,038 at 4% or $410,025 at 6%.
200612$95,178$97,604$48,802iApproximate average salary by contribution assumption: employee only about $1,220,050 at 4% or $813,367 at 6%; with 50% employer match about $813,367 at 4% or $542,244 at 6%; with 100% employer match about $610,025 at 4% or $406,683 at 6%.
Tom Patrick & Associates Inc. Defined Benefit Plan-2$95,178$97,604$48,802iApproximate average salary by contribution assumption: employee only about $1,220,050 at 4% or $813,367 at 6%; with 50% employer match about $813,367 at 4% or $542,244 at 6%; with 100% employer match about $610,025 at 4% or $406,683 at 6%.