J.M. Patton Associates

Form 5500

J.M. PATTON ASSOCIATES, INC.

1520 Locust Street, Suite 400, Philadelphia, Pa 19102 (215) 985-5818 EIN:23-2792281 Plan Admin:Martha Wilson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJ.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$692,234 / $843,865	2023	J.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	7 / 7	$692,234 / $843,865
2022	Plan NameJ.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,268,303 / $692,234	2022	J.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	7 / 6	$1,268,303 / $692,234
2021	Plan NameJ.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,197,923 / $1,268,303	2021	J.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	6 / 7	$1,197,923 / $1,268,303
2020	Plan NameJ.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,303,982 / $1,197,923	2020	J.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$1,303,982 / $1,197,923
2019	Plan NameJ.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,204,254 / $1,303,982	2019	J.M. PATTON ASSOCIATES 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$1,204,254 / $1,303,982