Civic Intelligence

Patterson V. Joe PC.

Plan context: PATTERSON V. JOE, P.C. PROFIT SHARING PLAN

EIN 86-0812506 • Flagstaff, AZ • 23 filings • 2 plans

3655 Avocet AvenueFlagstaff, AZ 86004
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$372,090

2024 Contributions

$15,961

Historical Graphs

Total Assets Over Time

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

$1,360,404$680,202$0201320192024YearValue
$372,090Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$372,090$0-
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$372,090--
202323$331,777$0-
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$331,777--
Patterson V. Joe PC. Defined Benefit Plan-0$0$0-
202223$1,050,063$15,961$5,320iApproximate average salary by contribution assumption: employee only about $133,008 at 4% or $88,672 at 6%; with 50% employer match about $88,672 at 4% or $59,115 at 6%; with 100% employer match about $66,504 at 4% or $44,336 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$768,001$15,016$5,005iApproximate average salary by contribution assumption: employee only about $125,133 at 4% or $83,422 at 6%; with 50% employer match about $83,422 at 4% or $55,615 at 6%; with 100% employer match about $62,567 at 4% or $41,711 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$282,062$945$315iApproximate average salary by contribution assumption: employee only about $7,875 at 4% or $5,250 at 6%; with 50% employer match about $5,250 at 4% or $3,500 at 6%; with 100% employer match about $3,938 at 4% or $2,625 at 6%.
202123$1,360,404$1,098$366iApproximate average salary by contribution assumption: employee only about $9,150 at 4% or $6,100 at 6%; with 50% employer match about $6,100 at 4% or $4,067 at 6%; with 100% employer match about $4,575 at 4% or $3,050 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$979,463$0-
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$380,941$1,098$366iApproximate average salary by contribution assumption: employee only about $9,150 at 4% or $6,100 at 6%; with 50% employer match about $6,100 at 4% or $4,067 at 6%; with 100% employer match about $4,575 at 4% or $3,050 at 6%.
202023$1,236,124$18,820$6,273iApproximate average salary by contribution assumption: employee only about $156,833 at 4% or $104,556 at 6%; with 50% employer match about $104,556 at 4% or $69,704 at 6%; with 100% employer match about $78,417 at 4% or $52,278 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$880,103$17,870$5,957iApproximate average salary by contribution assumption: employee only about $148,917 at 4% or $99,278 at 6%; with 50% employer match about $99,278 at 4% or $66,185 at 6%; with 100% employer match about $74,458 at 4% or $49,639 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$356,021$950$317iApproximate average salary by contribution assumption: employee only about $7,917 at 4% or $5,278 at 6%; with 50% employer match about $5,278 at 4% or $3,519 at 6%; with 100% employer match about $3,958 at 4% or $2,639 at 6%.
201923$1,130,184$0-
Patterson V. Joe PC. Defined Benefit Plan-3$797,843$0-
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$332,341--
201823$1,083,555$81,462$27,154iApproximate average salary by contribution assumption: employee only about $678,850 at 4% or $452,567 at 6%; with 50% employer match about $452,567 at 4% or $301,711 at 6%; with 100% employer match about $339,425 at 4% or $226,283 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$792,544$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$291,011$1,462$487iApproximate average salary by contribution assumption: employee only about $12,183 at 4% or $8,122 at 6%; with 50% employer match about $8,122 at 4% or $5,415 at 6%; with 100% employer match about $6,092 at 4% or $4,061 at 6%.
201723$1,043,907$168,421$56,140iApproximate average salary by contribution assumption: employee only about $1,403,508 at 4% or $935,672 at 6%; with 50% employer match about $935,672 at 4% or $623,781 at 6%; with 100% employer match about $701,754 at 4% or $467,836 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$741,831$167,325$55,775iApproximate average salary by contribution assumption: employee only about $1,394,375 at 4% or $929,583 at 6%; with 50% employer match about $929,583 at 4% or $619,722 at 6%; with 100% employer match about $697,188 at 4% or $464,792 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$302,076$1,096$365iApproximate average salary by contribution assumption: employee only about $9,133 at 4% or $6,089 at 6%; with 50% employer match about $6,089 at 4% or $4,059 at 6%; with 100% employer match about $4,567 at 4% or $3,044 at 6%.
201623$822,452$130,439$43,480iApproximate average salary by contribution assumption: employee only about $1,086,992 at 4% or $724,661 at 6%; with 50% employer match about $724,661 at 4% or $483,107 at 6%; with 100% employer match about $543,496 at 4% or $362,331 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$547,396$129,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$275,056$1,439$480iApproximate average salary by contribution assumption: employee only about $11,992 at 4% or $7,994 at 6%; with 50% employer match about $7,994 at 4% or $5,330 at 6%; with 100% employer match about $5,996 at 4% or $3,997 at 6%.
201523$631,793$137,246$45,749iApproximate average salary by contribution assumption: employee only about $1,143,717 at 4% or $762,478 at 6%; with 50% employer match about $762,478 at 4% or $508,319 at 6%; with 100% employer match about $571,858 at 4% or $381,239 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$390,617$135,001$45,000iApproximate average salary by contribution assumption: employee only about $1,125,008 at 4% or $750,006 at 6%; with 50% employer match about $750,006 at 4% or $500,004 at 6%; with 100% employer match about $562,504 at 4% or $375,003 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$241,176$2,245$748iApproximate average salary by contribution assumption: employee only about $18,708 at 4% or $12,472 at 6%; with 50% employer match about $12,472 at 4% or $8,315 at 6%; with 100% employer match about $9,354 at 4% or $6,236 at 6%.
201423$528,507$152,487$50,829iApproximate average salary by contribution assumption: employee only about $1,270,725 at 4% or $847,150 at 6%; with 50% employer match about $847,150 at 4% or $564,767 at 6%; with 100% employer match about $635,363 at 4% or $423,575 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$270,362$150,002$50,001iApproximate average salary by contribution assumption: employee only about $1,250,017 at 4% or $833,344 at 6%; with 50% employer match about $833,344 at 4% or $555,563 at 6%; with 100% employer match about $625,008 at 4% or $416,672 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$258,145$2,485$828iApproximate average salary by contribution assumption: employee only about $20,708 at 4% or $13,806 at 6%; with 50% employer match about $13,806 at 4% or $9,204 at 6%; with 100% employer match about $10,354 at 4% or $6,903 at 6%.
201323$353,567$335,193$111,731iApproximate average salary by contribution assumption: employee only about $2,793,275 at 4% or $1,862,183 at 6%; with 50% employer match about $1,862,183 at 4% or $1,241,456 at 6%; with 100% employer match about $1,396,638 at 4% or $931,092 at 6%.
PATTERSON V. JOE, P.C. PROFIT SHARING PLAN-3$238,367$222,175$74,058iApproximate average salary by contribution assumption: employee only about $1,851,458 at 4% or $1,234,306 at 6%; with 50% employer match about $1,234,306 at 4% or $822,870 at 6%; with 100% employer match about $925,729 at 4% or $617,153 at 6%.
Patterson V. Joe PC. Defined Benefit Plan-3$115,200$113,018$37,673iApproximate average salary by contribution assumption: employee only about $941,817 at 4% or $627,878 at 6%; with 50% employer match about $627,878 at 4% or $418,585 at 6%; with 100% employer match about $470,908 at 4% or $313,939 at 6%.