Plan5500

George Petersen Insurance Agency, 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, George Petersen Insurance Agency, Inc. (EIN 94-2674185) is a plan sponsor located in Santa Rosa, 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
94-2674185
Location
Santa Rosa, CA
Loaded plans
1
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 George Petersen Insurance Agency, Inc.

  • 1 loaded plans hold $28.6M in reported assets.
  • The largest, George Petersen Insurance Agency, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 221 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.6MSummed across loaded plans$28,629,243
Total reported assets$28.6M$28,629,243
Total reported participants221
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.6M total assets
Net assets$28.6MLiabilities$0
Contributions & income
Employer contributions$747K
Participant contributions$1.1M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%George Petersen Insurance Agency, Inc. 401(K) Plan
Participants per plan221Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    George Petersen Insurance Agency, Inc. 401(K) Plan$28.6M
    Plan #002 · 221 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 George Petersen Insurance Agency, Inc.. Open one for its full reported snapshot.

  1. 2023
    George Petersen Insurance Agency, Inc. 401(K) Plan221 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does George Petersen Insurance Agency, Inc. report on Form 5500?
George Petersen Insurance Agency, Inc. (EIN 94-2674185) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for George Petersen Insurance Agency, Inc.?
The Employer Identification Number (EIN) reported for George Petersen Insurance Agency, Inc. is 94-2674185.
What is the latest Form 5500 filing year for George Petersen Insurance Agency, Inc.?
The latest loaded Form 5500 filing year for George Petersen Insurance Agency, Inc. is 2023.

Related Form 5500 pages