2023 Form 5500 filing — Petersen, Inc. Frozen Capital Accumulation 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 20241228154110NAL0015334049001) for Petersen, Inc. Frozen Capital Accumulation Plan, reported by Petersen, Inc. under EIN 87-0354727 and plan number 003. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241228154110NAL0015334049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petersen, Inc.
- EIN
- 87-0354727
- Plan number
- 003
- Location
- Ogden, UT
- Participants
- 610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,241,183
- Net assets (EOY)
- $11,241,183
- Total income / additions
- $1,222,008
- Benefits paid
- $6,883,796
- Administrative expenses
- $124,394
- Total expenses
- $7,008,190
- Net increase / (decrease)
- -$5,786,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Company | TRUSTEE | $53,600 | $0 |
| Principal | RECORDKEEPER | $47,237 | not reported in the loaded dataset |
| Jdglenn & Associates | ACCOUNTING | $12,500 | not reported in the loaded dataset |
| Polsinelli | LEGAL ADVISOR | $8,920 | not reported in the loaded dataset |