Sponsor portfolio
PAT PATTERSON INSURANCE AGENCY, INC.
EIN 58-2083047Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
Participants
6
2305 INGLESIDE AVENUE - MACON, GA 312042033478-743-2741
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PAT PATTERSON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHA
ProfitSharing
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
PAT PATTERSON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PAT PATTERSON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHA | ProfitSharing | $1.2M | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | PAT PATTERSON INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHA | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans