Plan5500

Peterson Brothers Construction Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peterson Brothers Construction Inc (EIN 33-0081771) is a plan sponsor located in Anaheim, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0081771
Location
Anaheim, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Peterson Brothers Construction Inc

  • 2 loaded plans hold $16.9M in reported assets.
  • The largest, Peterson Brothers Construction, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 695 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.9MSummed across loaded plans$16,919,027
Total reported assets$16.9M$16,919,027
Total reported participants695
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$16.9M total assets
Net assets$16.9MLiabilities—
Contributions & income
Employer contributions$1.1M
Participant contributionsNot reported
Total income / additions$936.6K
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)-$198K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Peterson Brothers Construction, Inc. Employee Stock Ownership Plan
Participants per plan348Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Peterson Brothers Construction, Inc. Employee Stock Ownership Plan$16.9M
    Plan #001 · 543 participants · 2023
  2. 2
    Peterson Brothers Construction Inc. Healthcarenot reported in the loaded dataset
    Plan #501 · 152 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Peterson Brothers Construction Inc. Open one for its full reported snapshot.

  1. 2023
    Peterson Brothers Construction Inc. Healthcare152 participants · 2No schedules
    View filing →
  2. 2023
    Peterson Brothers Construction, Inc. Employee Stock Ownership Plan543 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Peterson Brothers Construction Inc report on Form 5500?
Peterson Brothers Construction Inc (EIN 33-0081771) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Peterson Brothers Construction Inc?
The Employer Identification Number (EIN) reported for Peterson Brothers Construction Inc is 33-0081771.
What is the latest Form 5500 filing year for Peterson Brothers Construction Inc?
The latest loaded Form 5500 filing year for Peterson Brothers Construction Inc is 2023.

Related Form 5500 pages