2023 Form 5500 filing — The Peterson Companies 401(K) Employee Incentive 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 20240924113158NAL0007398035001) for The Peterson Companies 401(K) Employee Incentive Plan, reported by The Peterson Companies under EIN 54-1160244 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924113158NAL0007398035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Peterson Companies
- EIN
- 54-1160244
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,380,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,380,114
- Employer contributions
- $800,195
- Participant contributions
- $2,292,418
- Total income / additions
- $11,300,986
- Benefits paid
- $2,616,569
- Administrative expenses
- $118,663
- Total expenses
- $2,735,232
- Net increase / (decrease)
- $8,565,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $71,681 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,444 | $0 |
| Metz & Associates Pllc | NONE | $8,750 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $945 | $298 |