2023 Form 5500 filing — Peterson Manufacturing Company Profit Sharing 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 20250630150956NAL0011318753001) for Peterson Manufacturing Company Profit Sharing Plan, reported by Peterson Manufacturing Company under EIN 44-0607507 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630150956NAL0011318753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Manufacturing Company
- EIN
- 44-0607507
- Plan number
- 001
- Location
- Grandview, MO
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,573,620
- Total liabilities (EOY)
- $351,938
- Net assets (EOY)
- $31,221,682
- Employer contributions
- $2,078,014
- Participant contributions
- $42,956
- Total income / additions
- $7,925,256
- Benefits paid
- $3,501,834
- Administrative expenses
- $162,482
- Total expenses
- $3,664,316
- Net increase / (decrease)
- $4,260,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umb Bank Na | NONE | $86,818 | not reported in the loaded dataset |
| Oneamerica Retirement Services, LLC | NONE | $75,664 | not reported in the loaded dataset |