2023 Form 5500 filing — Peterson Manufacturing Companies Inc. Retirement 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 20240822093953NAL0002972131001) for Peterson Manufacturing Companies Inc. Retirement Plan, reported by Peterson Manufacturing Companies Inc. under EIN 88-4187394 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,058,921
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240822093953NAL0002972131001
Plan sponsor
Peterson Manufacturing Companies Inc.
EIN
88-4187394
Plan number
001
Location
Albert Lea, MN
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions-$298.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,058,921
Net assets (EOY)
$1,058,921
Total income / additions
-$298,575
Total expenses
$0
Net increase / (decrease)
-$298,575

Related Form 5500 pages