PATTON WEALTH MANAGEMENT, LLC
Plan context: PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 82-5457439 • Maumee, OH • 10 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,012,507
2025 Contributions
$103,474
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 | 3 | $1,012,507 | $103,474 | $34,491iApproximate average salary by contribution assumption: employee only about $862,283 at 4% or $574,856 at 6%; with 50% employer match about $574,856 at 4% or $383,237 at 6%; with 100% employer match about $431,142 at 4% or $287,428 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $1,012,507 | $103,474 | $34,491iApproximate average salary by contribution assumption: employee only about $862,283 at 4% or $574,856 at 6%; with 50% employer match about $574,856 at 4% or $383,237 at 6%; with 100% employer match about $431,142 at 4% or $287,428 at 6%. |
| 2024 | 1 | 3 | $737,170 | $101,461 | $33,820iApproximate average salary by contribution assumption: employee only about $845,508 at 4% or $563,672 at 6%; with 50% employer match about $563,672 at 4% or $375,781 at 6%; with 100% employer match about $422,754 at 4% or $281,836 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $737,170 | $101,461 | $33,820iApproximate average salary by contribution assumption: employee only about $845,508 at 4% or $563,672 at 6%; with 50% employer match about $563,672 at 4% or $375,781 at 6%; with 100% employer match about $422,754 at 4% or $281,836 at 6%. |
| 2023 | 1 | 3 | $505,406 | $97,337 | $32,446iApproximate average salary by contribution assumption: employee only about $811,142 at 4% or $540,761 at 6%; with 50% employer match about $540,761 at 4% or $360,507 at 6%; with 100% employer match about $405,571 at 4% or $270,381 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $505,406 | $97,337 | $32,446iApproximate average salary by contribution assumption: employee only about $811,142 at 4% or $540,761 at 6%; with 50% employer match about $540,761 at 4% or $360,507 at 6%; with 100% employer match about $405,571 at 4% or $270,381 at 6%. |
| 2022 | 1 | 4 | $305,777 | $86,643 | $21,661iApproximate average salary by contribution assumption: employee only about $541,519 at 4% or $361,013 at 6%; with 50% employer match about $361,013 at 4% or $240,675 at 6%; with 100% employer match about $270,759 at 4% or $180,506 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 4 | $305,777 | $86,643 | $21,661iApproximate average salary by contribution assumption: employee only about $541,519 at 4% or $361,013 at 6%; with 50% employer match about $361,013 at 4% or $240,675 at 6%; with 100% employer match about $270,759 at 4% or $180,506 at 6%. |
| 2021 | 1 | 5 | $303,566 | $83,985 | $16,797iApproximate average salary by contribution assumption: employee only about $419,925 at 4% or $279,950 at 6%; with 50% employer match about $279,950 at 4% or $186,633 at 6%; with 100% employer match about $209,963 at 4% or $139,975 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 5 | $303,566 | $83,985 | $16,797iApproximate average salary by contribution assumption: employee only about $419,925 at 4% or $279,950 at 6%; with 50% employer match about $279,950 at 4% or $186,633 at 6%; with 100% employer match about $209,963 at 4% or $139,975 at 6%. |
| 2020 | 2 | 5 | $186,922 | $112,979 | $22,596iApproximate average salary by contribution assumption: employee only about $564,895 at 4% or $376,597 at 6%; with 50% employer match about $376,597 at 4% or $251,064 at 6%; with 100% employer match about $282,448 at 4% or $188,298 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 5 | $186,922 | $84,060 | $16,812iApproximate average salary by contribution assumption: employee only about $420,300 at 4% or $280,200 at 6%; with 50% employer match about $280,200 at 4% or $186,800 at 6%; with 100% employer match about $210,150 at 4% or $140,100 at 6%. |
| DRSP HOLDINGS SOCA BENEFIT PLAN | - | 0 | $0 | $28,919 | - |
| 2019 | 2 | 5 | $84,669 | $101,950 | $20,390iApproximate average salary by contribution assumption: employee only about $509,750 at 4% or $339,833 at 6%; with 50% employer match about $339,833 at 4% or $226,556 at 6%; with 100% employer match about $254,875 at 4% or $169,917 at 6%. |
| PATTON WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 5 | $81,194 | $79,504 | $15,901iApproximate average salary by contribution assumption: employee only about $397,520 at 4% or $265,013 at 6%; with 50% employer match about $265,013 at 4% or $176,676 at 6%; with 100% employer match about $198,760 at 4% or $132,507 at 6%. |
| DRSP HOLDINGS SOCA BENEFIT PLAN | - | 3 | $3,475 | $22,446 | $7,482iApproximate average salary by contribution assumption: employee only about $187,050 at 4% or $124,700 at 6%; with 50% employer match about $124,700 at 4% or $83,133 at 6%; with 100% employer match about $93,525 at 4% or $62,350 at 6%. |
| 2018 | 1 | 2 | $2,919 | $20,648 | $10,324iApproximate average salary by contribution assumption: employee only about $258,100 at 4% or $172,067 at 6%; with 50% employer match about $172,067 at 4% or $114,711 at 6%; with 100% employer match about $129,050 at 4% or $86,033 at 6%. |
| DRSP HOLDINGS DBA PATTON WEALTH MANAGEMENT SOCA BENEFIT PLAN | - | 2 | $2,919 | $20,648 | $10,324iApproximate average salary by contribution assumption: employee only about $258,100 at 4% or $172,067 at 6%; with 50% employer match about $172,067 at 4% or $114,711 at 6%; with 100% employer match about $129,050 at 4% or $86,033 at 6%. |