2023 Form 5500 filing — Peterson Spring Corporation Consolidated Uaw Retirement Income 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 20241011160250NAL0039396704001) for Peterson Spring Corporation Consolidated Uaw Retirement Income Plan, reported by Peterson American Corporation under EIN 34-0909874 and plan number 011. It reports 105 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)$2.6MReported net assets$2,631,854
Participants105
Provider compensation$26.2K3 Schedule C row(s)$26,199
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011160250NAL0039396704001
Plan sponsor
Peterson American Corporation
EIN
34-0909874
Plan number
011
Location
Southfield, MI
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$208.2K
Total expenses$231.7K
Benefits paid / distributions$146.6K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$2,631,854
Total liabilities (EOY)
$0
Net assets (EOY)
$2,631,854
Employer contributions
$0
Participant contributions
$0
Total income / additions
$208,213
Benefits paid
$146,614
Administrative expenses
$85,107
Total expenses
$231,721
Net increase / (decrease)
-$23,508
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $19.4K
  2. 2
    NONE · Direct $6.8K
  3. 3
    NONE

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011160250NAL0039396704001 cover?
It is the 2023 Form 5500 filing for Peterson Spring Corporation Consolidated Uaw Retirement Income Plan, reported by Peterson American Corporation (EIN 34-0909874).
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).

Related Form 5500 pages