Plan5500

Peterson Spring Corporation Consolidated Uaw Retirement Income Plan — Form 5500 plan (Peterson American Corporation)

Plain-English plan 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, Peterson Spring Corporation Consolidated Uaw Retirement Income Plan is a benefit plan reported by Peterson American Corporation under EIN 34-0909874 and plan number 011. The latest loaded filing year is 2023. The filing reports 105 participants and $2,631,854 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,631,854
Participants105Covered participants reported
Assets / participant$25.1KComputed: assets ÷ participants$25,065 (computed)
Provider compensation$26.2K3 Schedule C provider row(s)$26,199
Plan sponsor
Peterson American Corporation
EIN
34-0909874
Plan number
011
Plan type
2
Location
Southfield, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    105 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$2,631,854
Total liabilities (EOY)
$0
Net assets (EOY)
$2,631,854
Net assets (BOY)
$2,655,362

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$208,213

Expenses & distributions

Benefits paid
$146,614
Administrative expenses
$85,107
Total expenses
$231,721
Net increase / (decrease)
-$23,508
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Conrad Siegel$19.4K
    NONE · Direct $19.4K
  2. 2
    Sei Investments Company$6.8K
    NONE · Direct $6.8K
  3. 3
    Uhy, Llp$0
    NONE

What to inspect next

Frequently asked questions

Who sponsors the Peterson Spring Corporation Consolidated Uaw Retirement Income Plan?
Peterson Spring Corporation Consolidated Uaw Retirement Income Plan is reported as sponsored by Peterson American Corporation (EIN 34-0909874, plan number 011) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Peterson Spring Corporation Consolidated Uaw Retirement Income Plan?
The latest Form 5500 filing year loaded for Peterson Spring Corporation Consolidated Uaw Retirement Income Plan is 2023.
How many participants does Peterson Spring Corporation Consolidated Uaw Retirement Income Plan report?
Peterson Spring Corporation Consolidated Uaw Retirement Income Plan reports 105 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Peterson Spring Corporation Consolidated Uaw Retirement Income Plan?
Peterson Spring Corporation Consolidated Uaw Retirement Income Plan reports $2,631,854 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages