Pattison Pension Specialists, Inc.

New Mexico
Registered In
01/03/1996
Incorp. Date

Company Summary

Pattison Pension Specialists, Inc. at 3150 Carlisle NE STE 211, Albuquerque, Nm 87110 lists Sandra Pattison and Ron Pattison as associates.

Registered In
New Mexico
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit Corporation
Status
Active
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Ron Pattison Registered Agent
3150 CARLISLE NE STE 211, ALBUQUERQUE, NM 87110
Sandra Pattison Vice President
Ron Pattison Secretary
Ron Pattison Treasurer
Ronald Pattison Director
3150 CARLISLE NE STE 211, ALBUQUERQUE, NM 87110 View Map

Financial Information for Pattison Pension Specialists, Inc.

Form 5500

PATTISON PENSION SPECIALISTS, INC.

3150 Carlisle Blvd., Ne, Suite 211, Albuquerque, Nm 87110 (505) 889-4554 EIN:85-0437924 Plan Admin:Ronald Pattison
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,900,927 / $3,228,473 2022 PATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 9 / 9 $3,900,927 / $3,228,473
2022 Plan NamePPS CBP Plan #003 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,159,772 / $892,797 2022 PPS CBP - Plan #003 8 / 8 $1,159,772 / $892,797
2021 Plan NamePATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$3,848,087 / $3,900,927 2021 PATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 11 / 9 $3,848,087 / $3,900,927
2021 Plan NamePPS CBP Plan #003 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,042,861 / $1,159,772 2021 PPS CBP - Plan #003 9 / 8 $1,042,861 / $1,159,772
2020 Plan NamePATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,256,689 / $3,848,087 2020 PATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 10 / 10 $3,256,689 / $3,848,087
2020 Plan NamePPS CBP Plan #003 Participants BOY/EOY11 / 9 Assets BOY/EOY$882,507 / $1,042,861 2020 PPS CBP - Plan #003 11 / 9 $882,507 / $1,042,861
2019 Plan NamePATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$3,113,791 / $3,256,689 2019 PATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 11 / 9 $3,113,791 / $3,256,689
2019 Plan NamePPS CBP Plan #003 Participants BOY/EOY11 / 11 Assets BOY/EOY$732,449 / $882,507 2019 PPS CBP - Plan #003 11 / 11 $732,449 / $882,507
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PATTISON PENSION SPECIALISTS, INC.

3150 Carlisle Blvd NE STE 211, Albuquerque, Nm 87110 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$109,781 Forgiven$110,913 LenderPNC Bank, National Association Jobs10 04/28/2020 $109,781 $110,913 PNC Bank, National Association 10
PPP Loans based on Paycheck Protection Program.
Address Match:3150 Carlisle Ne Ste 211 Albuquerque, NM
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The following government agencies have contributed data:

New Mexico Secretary of State U.S. Department of Labor U.S. Small Business Administration
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