2023 Form 5500 filing — Peterson Insurance Services, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515120644NAL0083227218001) for Peterson Insurance Services, LLC 401(K) Plan, reported by Peterson Insurance Services, LLC under EIN 87-4517600 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240515120644NAL0083227218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Insurance Services, LLC
- EIN
- 87-4517600
- Plan number
- 001
- Location
- Havertown, PA
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,793
- Employer contributions
- $20,295
- Participant contributions
- $7,025
- Total income / additions
- $53,118
- Benefits paid
- $57,840
- Administrative expenses
- $788
- Total expenses
- $58,628
- Net increase / (decrease)
- -$5,510
- Schedule source
- Schedule I