Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Pattillo Management, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pattillo Management, Inc. · Georgia · Real Estate

What the 2023 filing shows

Pattillo Management, Inc. 401(k) Plan holds N/A for 28 participants.

N/A
total plan assets (2024 EOY)
28
covered participants
Total Assets (2023)
N/A
Participants
28
State
Industry
Real Estate

What the Filing Says About Pattillo Management, Inc. 401(k) Plan

Pattillo Management, Inc. 401(k) Plan is a Profit Sharing retirement plan sponsored by Pattillo Management, Inc., headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 28 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 830439986, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeProfit Sharing
Employer EIN830439986
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pattillo Management, Inc.)

Year Plans Participants Total Assets
2022 1 26 N/A
2023 1 27 N/A
2024 1 28 N/A

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Frequently Asked Questions

How much money is in the Pattillo Management, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Pattillo Management, Inc. 401(k) Plan holds N/A in total assets with 28 participants. It is sponsored by Pattillo Management, Inc..
What type of plan is Pattillo Management, Inc. 401(k) Plan?
Pattillo Management, Inc. 401(k) Plan is a Profit Sharing plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 830439986.
Who sponsors the Pattillo Management, Inc. 401(k) Plan?
Pattillo Management, Inc. 401(k) Plan is sponsored by Pattillo Management, Inc., located in Georgia. The sponsor's EIN is 830439986 and the plan operates in the Real Estate industry.
How did Pattillo Management, Inc. 401(k) Plan perform in 2024?
Pattillo Management, Inc. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Pattillo Management, Inc. 401(k) Plan?
Official Form 5500 filings for Pattillo Management, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 830439986 or plan name at efast.dol.gov.
How does Pattillo Management, Inc. 401(k) Plan compare to other plans?
You can compare Pattillo Management, Inc. 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 830439986.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.