2023 Form 5500 filing — George Petersen Insurance Agency, Inc. 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 20241010205943NAL0020884993001) for George Petersen Insurance Agency, Inc. 401(K) Plan, reported by George Petersen Insurance Agency, Inc. under EIN 94-2674185 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.6MReported net assets$28,629,243

Participants221

Provider compensation$21.9K2 Schedule C row(s)$21,884

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010205943NAL0020884993001
Plan sponsor: George Petersen Insurance Agency, Inc.
EIN: 94-2674185
Plan number: 002
Location: Santa Rosa, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28.6M total assets

Net assets$28.6MLiabilities$0

Money in vs. money out

Total income / additions$5.9M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$747K

Participant$1.1M

Full reported line items

Total assets (EOY): $28,629,243
Total liabilities (EOY): $0
Net assets (EOY): $28,629,243
Employer contributions: $746,953
Participant contributions: $1,064,432
Total income / additions: $5,872,923
Benefits paid: $1,378,052
Administrative expenses: $21,884
Total expenses: $1,399,936
Net increase / (decrease): $4,472,987

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$18.1K
RECORDKEEPER · Direct $18.1K · Indirect $0
2
Empower Advisory Group, LLC$3.7K
INVESTMENT MGMT · Direct $3.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010205943NAL0020884993001 cover?: It is the 2023 Form 5500 filing for George Petersen Insurance Agency, Inc. 401(K) Plan, reported by George Petersen Insurance Agency, Inc. (EIN 94-2674185).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).