Patrick & Associates Inc
Plan context: Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust
EIN 58-1592317 • Conyers, GA • 19 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
23
2025 Assets
$1,359,329
2025 Contributions
$188,961
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 | 23 | $1,359,329 | $188,961 | $8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,286 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 23 | $1,359,329 | $188,961 | $8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,286 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%. |
| 2024 | 1 | 20 | $993,613 | $169,535 | $8,477iApproximate average salary by contribution assumption: employee only about $211,919 at 4% or $141,279 at 6%; with 50% employer match about $141,279 at 4% or $94,186 at 6%; with 100% employer match about $105,959 at 4% or $70,640 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 20 | $993,613 | $169,535 | $8,477iApproximate average salary by contribution assumption: employee only about $211,919 at 4% or $141,279 at 6%; with 50% employer match about $141,279 at 4% or $94,186 at 6%; with 100% employer match about $105,959 at 4% or $70,640 at 6%. |
| 2023 | 1 | 21 | $769,775 | $138,716 | $6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 21 | $769,775 | $138,716 | $6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,395 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%. |
| 2022 | 1 | 19 | $531,093 | $117,941 | $6,207iApproximate average salary by contribution assumption: employee only about $155,186 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,593 at 4% or $51,729 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 19 | $531,093 | $117,941 | $6,207iApproximate average salary by contribution assumption: employee only about $155,186 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,593 at 4% or $51,729 at 6%. |
| 2021 | 1 | 18 | $506,830 | $101,107 | $5,617iApproximate average salary by contribution assumption: employee only about $140,426 at 4% or $93,618 at 6%; with 50% employer match about $93,618 at 4% or $62,412 at 6%; with 100% employer match about $70,213 at 4% or $46,809 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 18 | $506,830 | $101,107 | $5,617iApproximate average salary by contribution assumption: employee only about $140,426 at 4% or $93,618 at 6%; with 50% employer match about $93,618 at 4% or $62,412 at 6%; with 100% employer match about $70,213 at 4% or $46,809 at 6%. |
| 2020 | 1 | 16 | $372,423 | $93,971 | $5,873iApproximate average salary by contribution assumption: employee only about $146,830 at 4% or $97,886 at 6%; with 50% employer match about $97,886 at 4% or $65,258 at 6%; with 100% employer match about $73,415 at 4% or $48,943 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 16 | $372,423 | $93,971 | $5,873iApproximate average salary by contribution assumption: employee only about $146,830 at 4% or $97,886 at 6%; with 50% employer match about $97,886 at 4% or $65,258 at 6%; with 100% employer match about $73,415 at 4% or $48,943 at 6%. |
| 2019 | 1 | 16 | $232,048 | $86,681 | $5,418iApproximate average salary by contribution assumption: employee only about $135,439 at 4% or $90,293 at 6%; with 50% employer match about $90,293 at 4% or $60,195 at 6%; with 100% employer match about $67,720 at 4% or $45,146 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 16 | $232,048 | $86,681 | $5,418iApproximate average salary by contribution assumption: employee only about $135,439 at 4% or $90,293 at 6%; with 50% employer match about $90,293 at 4% or $60,195 at 6%; with 100% employer match about $67,720 at 4% or $45,146 at 6%. |
| 2018 | 1 | 21 | $16,540 | $86,435 | $4,116iApproximate average salary by contribution assumption: employee only about $102,899 at 4% or $68,599 at 6%; with 50% employer match about $68,599 at 4% or $45,733 at 6%; with 100% employer match about $51,449 at 4% or $34,300 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 21 | $16,540 | $86,435 | $4,116iApproximate average salary by contribution assumption: employee only about $102,899 at 4% or $68,599 at 6%; with 50% employer match about $68,599 at 4% or $45,733 at 6%; with 100% employer match about $51,449 at 4% or $34,300 at 6%. |
| 2017 | 1 | 8 | $40,793 | $38,836 | $4,855iApproximate average salary by contribution assumption: employee only about $121,363 at 4% or $80,908 at 6%; with 50% employer match about $80,908 at 4% or $53,939 at 6%; with 100% employer match about $60,681 at 4% or $40,454 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $40,793 | $38,836 | $4,855iApproximate average salary by contribution assumption: employee only about $121,363 at 4% or $80,908 at 6%; with 50% employer match about $80,908 at 4% or $53,939 at 6%; with 100% employer match about $60,681 at 4% or $40,454 at 6%. |
| 2009 | 1 | 0 | $0 | $9,893 | - |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $9,893 | - |
| 2007 | 1 | 24 | $1,632,556 | $130,971 | $5,457iApproximate average salary by contribution assumption: employee only about $136,428 at 4% or $90,952 at 6%; with 50% employer match about $90,952 at 4% or $60,635 at 6%; with 100% employer match about $68,214 at 4% or $45,476 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $1,632,556 | $130,971 | $5,457iApproximate average salary by contribution assumption: employee only about $136,428 at 4% or $90,952 at 6%; with 50% employer match about $90,952 at 4% or $60,635 at 6%; with 100% employer match about $68,214 at 4% or $45,476 at 6%. |
| 2006 | 1 | 29 | $1,393,152 | $167,338 | $5,770iApproximate average salary by contribution assumption: employee only about $144,257 at 4% or $96,171 at 6%; with 50% employer match about $96,171 at 4% or $64,114 at 6%; with 100% employer match about $72,128 at 4% or $48,086 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 29 | $1,393,152 | $167,338 | $5,770iApproximate average salary by contribution assumption: employee only about $144,257 at 4% or $96,171 at 6%; with 50% employer match about $96,171 at 4% or $64,114 at 6%; with 100% employer match about $72,128 at 4% or $48,086 at 6%. |
| 2005 | 1 | 28 | $1,072,213 | $165,082 | $5,896iApproximate average salary by contribution assumption: employee only about $147,395 at 4% or $98,263 at 6%; with 50% employer match about $98,263 at 4% or $65,509 at 6%; with 100% employer match about $73,697 at 4% or $49,132 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 28 | $1,072,213 | $165,082 | $5,896iApproximate average salary by contribution assumption: employee only about $147,395 at 4% or $98,263 at 6%; with 50% employer match about $98,263 at 4% or $65,509 at 6%; with 100% employer match about $73,697 at 4% or $49,132 at 6%. |
| 2004 | 1 | 27 | $828,623 | $156,421 | $5,793iApproximate average salary by contribution assumption: employee only about $144,834 at 4% or $96,556 at 6%; with 50% employer match about $96,556 at 4% or $64,371 at 6%; with 100% employer match about $72,417 at 4% or $48,278 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $828,623 | $156,421 | $5,793iApproximate average salary by contribution assumption: employee only about $144,834 at 4% or $96,556 at 6%; with 50% employer match about $96,556 at 4% or $64,371 at 6%; with 100% employer match about $72,417 at 4% or $48,278 at 6%. |
| 2003 | 1 | 25 | $621,029 | $123,135 | $4,925iApproximate average salary by contribution assumption: employee only about $123,135 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,727 at 6%; with 100% employer match about $61,567 at 4% or $41,045 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 25 | $621,029 | $123,135 | $4,925iApproximate average salary by contribution assumption: employee only about $123,135 at 4% or $82,090 at 6%; with 50% employer match about $82,090 at 4% or $54,727 at 6%; with 100% employer match about $61,567 at 4% or $41,045 at 6%. |
| 2002 | 1 | 24 | $395,279 | $116,527 | $4,855iApproximate average salary by contribution assumption: employee only about $121,382 at 4% or $80,922 at 6%; with 50% employer match about $80,922 at 4% or $53,948 at 6%; with 100% employer match about $60,691 at 4% or $40,461 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $395,279 | $116,527 | $4,855iApproximate average salary by contribution assumption: employee only about $121,382 at 4% or $80,922 at 6%; with 50% employer match about $80,922 at 4% or $53,948 at 6%; with 100% employer match about $60,691 at 4% or $40,461 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 25 | - | - | - |
| 2000 | 1 | 22 | $385,322 | $124,816 | $5,673iApproximate average salary by contribution assumption: employee only about $141,836 at 4% or $94,558 at 6%; with 50% employer match about $94,558 at 4% or $63,038 at 6%; with 100% employer match about $70,918 at 4% or $47,279 at 6%. |
| Patrick & Associates Inc. 401K Profit Sharing Plan | - | 22 | $385,322 | $124,816 | $5,673iApproximate average salary by contribution assumption: employee only about $141,836 at 4% or $94,558 at 6%; with 50% employer match about $94,558 at 4% or $63,038 at 6%; with 100% employer match about $70,918 at 4% or $47,279 at 6%. |
| 1999 | 1 | 20 | $379,649 | $107,139 | $5,357iApproximate average salary by contribution assumption: employee only about $133,924 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,962 at 4% or $44,641 at 6%. |
| Patrick & Associates Inc 401(K) Profit Sharing Plan & Trust | - | 20 | $379,649 | $107,139 | $5,357iApproximate average salary by contribution assumption: employee only about $133,924 at 4% or $89,283 at 6%; with 50% employer match about $89,283 at 4% or $59,522 at 6%; with 100% employer match about $66,962 at 4% or $44,641 at 6%. |