Peterson Properties, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Peterson Properties, Inc.)
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 Properties, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Peterson Properties, Inc. under EIN 48-0919120 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $5,308,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson Properties, Inc.
- EIN
- 48-0919120
- Plan number
- 001
- Plan type
- 2
- Location
- Merriam, KS
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $5,308,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240729123242NAL0018763057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,308,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,308,619
- Net assets (BOY)
- $4,644,982
Income & contributions
- Employer contributions
- $60,589
- Participant contributions
- $304,142
- Total contributions
- $365,008
- Total income / additions
- $1,197,756
Expenses & distributions
- Benefits paid
- $514,176
- Administrative expenses
- $19,943
- Total expenses
- $534,119
- Net increase / (decrease)
- $663,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,431 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,991 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,521 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peterson Properties, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Merriam, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation