Civic Intelligence

THE PATTERSON FOUNDATION

Plan context: THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN

EIN 65-6230256 • Sarasota, FL • 16 filings • 1 plans

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2 North Tamiami TrailSuite 206Sarasota, FL 34236-5585
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,343,610

2024 Contributions

$170,952

Historical Graphs

Total Assets Over Time

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

$2,343,610$1,171,805$0200920172024YearValue
$2,343,610Latest year 2024

Participants Over Time

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

630200920172024YearValue
6Latest year 2024

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
202416$2,343,610$170,952$28,492iApproximate average salary by contribution assumption: employee only about $712,300 at 4% or $474,867 at 6%; with 50% employer match about $474,867 at 4% or $316,578 at 6%; with 100% employer match about $356,150 at 4% or $237,433 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$2,343,610$170,952$28,492iApproximate average salary by contribution assumption: employee only about $712,300 at 4% or $474,867 at 6%; with 50% employer match about $474,867 at 4% or $316,578 at 6%; with 100% employer match about $356,150 at 4% or $237,433 at 6%.
202315$1,964,043$162,390$32,478iApproximate average salary by contribution assumption: employee only about $811,950 at 4% or $541,300 at 6%; with 50% employer match about $541,300 at 4% or $360,867 at 6%; with 100% employer match about $405,975 at 4% or $270,650 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-5$1,964,043$162,390$32,478iApproximate average salary by contribution assumption: employee only about $811,950 at 4% or $541,300 at 6%; with 50% employer match about $541,300 at 4% or $360,867 at 6%; with 100% employer match about $405,975 at 4% or $270,650 at 6%.
202215$1,567,537$148,100$29,620iApproximate average salary by contribution assumption: employee only about $740,500 at 4% or $493,667 at 6%; with 50% employer match about $493,667 at 4% or $329,111 at 6%; with 100% employer match about $370,250 at 4% or $246,833 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-5$1,567,537$148,100$29,620iApproximate average salary by contribution assumption: employee only about $740,500 at 4% or $493,667 at 6%; with 50% employer match about $493,667 at 4% or $329,111 at 6%; with 100% employer match about $370,250 at 4% or $246,833 at 6%.
202116$1,791,020$136,305$22,718iApproximate average salary by contribution assumption: employee only about $567,938 at 4% or $378,625 at 6%; with 50% employer match about $378,625 at 4% or $252,417 at 6%; with 100% employer match about $283,969 at 4% or $189,313 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$1,791,020$136,305$22,718iApproximate average salary by contribution assumption: employee only about $567,938 at 4% or $378,625 at 6%; with 50% employer match about $378,625 at 4% or $252,417 at 6%; with 100% employer match about $283,969 at 4% or $189,313 at 6%.
202016$1,470,042$134,434$22,406iApproximate average salary by contribution assumption: employee only about $560,142 at 4% or $373,428 at 6%; with 50% employer match about $373,428 at 4% or $248,952 at 6%; with 100% employer match about $280,071 at 4% or $186,714 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$1,470,042$134,434$22,406iApproximate average salary by contribution assumption: employee only about $560,142 at 4% or $373,428 at 6%; with 50% employer match about $373,428 at 4% or $248,952 at 6%; with 100% employer match about $280,071 at 4% or $186,714 at 6%.
201916$1,136,535$127,311$21,219iApproximate average salary by contribution assumption: employee only about $530,463 at 4% or $353,642 at 6%; with 50% employer match about $353,642 at 4% or $235,761 at 6%; with 100% employer match about $265,231 at 4% or $176,821 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$1,136,535$127,311$21,219iApproximate average salary by contribution assumption: employee only about $530,463 at 4% or $353,642 at 6%; with 50% employer match about $353,642 at 4% or $235,761 at 6%; with 100% employer match about $265,231 at 4% or $176,821 at 6%.
201816$831,440$122,342$20,390iApproximate average salary by contribution assumption: employee only about $509,758 at 4% or $339,839 at 6%; with 50% employer match about $339,839 at 4% or $226,559 at 6%; with 100% employer match about $254,879 at 4% or $169,919 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$831,440$122,342$20,390iApproximate average salary by contribution assumption: employee only about $509,758 at 4% or $339,839 at 6%; with 50% employer match about $339,839 at 4% or $226,559 at 6%; with 100% employer match about $254,879 at 4% or $169,919 at 6%.
201715$798,147$107,414$21,483iApproximate average salary by contribution assumption: employee only about $537,070 at 4% or $358,047 at 6%; with 50% employer match about $358,047 at 4% or $238,698 at 6%; with 100% employer match about $268,535 at 4% or $179,023 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-5$798,147$107,414$21,483iApproximate average salary by contribution assumption: employee only about $537,070 at 4% or $358,047 at 6%; with 50% employer match about $358,047 at 4% or $238,698 at 6%; with 100% employer match about $268,535 at 4% or $179,023 at 6%.
201616$663,434$95,486$15,914iApproximate average salary by contribution assumption: employee only about $397,858 at 4% or $265,239 at 6%; with 50% employer match about $265,239 at 4% or $176,826 at 6%; with 100% employer match about $198,929 at 4% or $132,619 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-6$663,434$95,486$15,914iApproximate average salary by contribution assumption: employee only about $397,858 at 4% or $265,239 at 6%; with 50% employer match about $265,239 at 4% or $176,826 at 6%; with 100% employer match about $198,929 at 4% or $132,619 at 6%.
201514$533,142$79,910$19,978iApproximate average salary by contribution assumption: employee only about $499,438 at 4% or $332,958 at 6%; with 50% employer match about $332,958 at 4% or $221,972 at 6%; with 100% employer match about $249,719 at 4% or $166,479 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-4$533,142$79,910$19,978iApproximate average salary by contribution assumption: employee only about $499,438 at 4% or $332,958 at 6%; with 50% employer match about $332,958 at 4% or $221,972 at 6%; with 100% employer match about $249,719 at 4% or $166,479 at 6%.
201414$467,971$77,940$19,485iApproximate average salary by contribution assumption: employee only about $487,125 at 4% or $324,750 at 6%; with 50% employer match about $324,750 at 4% or $216,500 at 6%; with 100% employer match about $243,563 at 4% or $162,375 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-4$467,971$77,940$19,485iApproximate average salary by contribution assumption: employee only about $487,125 at 4% or $324,750 at 6%; with 50% employer match about $324,750 at 4% or $216,500 at 6%; with 100% employer match about $243,563 at 4% or $162,375 at 6%.
201314$379,323$75,100$18,775iApproximate average salary by contribution assumption: employee only about $469,375 at 4% or $312,917 at 6%; with 50% employer match about $312,917 at 4% or $208,611 at 6%; with 100% employer match about $234,688 at 4% or $156,458 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-4$379,323$75,100$18,775iApproximate average salary by contribution assumption: employee only about $469,375 at 4% or $312,917 at 6%; with 50% employer match about $312,917 at 4% or $208,611 at 6%; with 100% employer match about $234,688 at 4% or $156,458 at 6%.
201214$249,421$70,368$17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-4$249,421$70,368$17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%.
201114$156,184$65,297$16,324iApproximate average salary by contribution assumption: employee only about $408,106 at 4% or $272,071 at 6%; with 50% employer match about $272,071 at 4% or $181,381 at 6%; with 100% employer match about $204,053 at 4% or $136,035 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-4$156,184$65,297$16,324iApproximate average salary by contribution assumption: employee only about $408,106 at 4% or $272,071 at 6%; with 50% employer match about $272,071 at 4% or $181,381 at 6%; with 100% employer match about $204,053 at 4% or $136,035 at 6%.
201013$98,793$69,932$23,311iApproximate average salary by contribution assumption: employee only about $582,767 at 4% or $388,511 at 6%; with 50% employer match about $388,511 at 4% or $259,007 at 6%; with 100% employer match about $291,383 at 4% or $194,256 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-3$98,793$69,932$23,311iApproximate average salary by contribution assumption: employee only about $582,767 at 4% or $388,511 at 6%; with 50% employer match about $388,511 at 4% or $259,007 at 6%; with 100% employer match about $291,383 at 4% or $194,256 at 6%.
200913$57,988$52,546$17,515iApproximate average salary by contribution assumption: employee only about $437,883 at 4% or $291,922 at 6%; with 50% employer match about $291,922 at 4% or $194,615 at 6%; with 100% employer match about $218,942 at 4% or $145,961 at 6%.
THE PATTERSON FOUNDATION 401(K) RETIREMENT PLAN-3$57,988$52,546$17,515iApproximate average salary by contribution assumption: employee only about $437,883 at 4% or $291,922 at 6%; with 50% employer match about $291,922 at 4% or $194,615 at 6%; with 100% employer match about $218,942 at 4% or $145,961 at 6%.