2023 Form 5500 filing — Petersen, 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 20241212154600NAL0007922067001) for Petersen, Inc. 401(K) Plan, reported by Petersen, Inc. under EIN 87-0354727 and plan number 002. It reports 626 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)$0Reported net assets

Participants626

Provider compensation$208.1K3 Schedule C row(s)$208,116

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241212154600NAL0007922067001
Plan sponsor: Petersen, Inc.
EIN: 87-0354727
Plan number: 002
Location: Ogden, UT
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.

Money in vs. money out

Total income / additions$4.6M

Total expenses$7.2M

Benefits paid / distributions$7M

Contributions

Employer$1.1M

Participant$2.4M

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,092,381
Participant contributions: $2,408,184
Total income / additions: $4,642,284
Benefits paid: $7,018,862
Administrative expenses: $203,150
Total expenses: $7,241,700
Net increase / (decrease): -$2,599,416

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$108.9K
CONTRACT ADMINISTRATOR · Direct $108.9K · Indirect $0
2
Merrill Lynch Pierce Fenner & Smith$55.1K
INVESTMENT CONSULTANT · Direct $50.3K · Indirect $4.8K
3
Alignment Financial Group$44.1K
CONSULTANT · Direct $43.9K · Indirect $141

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241212154600NAL0007922067001 cover?: It is the 2023 Form 5500 filing for Petersen, Inc. 401(K) Plan, reported by Petersen, Inc. (EIN 87-0354727).
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).