The Peterson Companies 401(K) Employee Incentive Plan — Form 5500 plan (The Peterson Companies)
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, The Peterson Companies 401(K) Employee Incentive Plan is a benefit plan reported by The Peterson Companies under EIN 54-1160244 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $56,380,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peterson Companies
- EIN
- 54-1160244
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $56,380,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20240924113158NAL0007398035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,380,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,380,114
- Net assets (BOY)
- $47,814,360
Income & contributions
- Employer contributions
- $800,195
- Participant contributions
- $2,292,418
- Total contributions
- $3,576,339
- Total income / additions
- $11,300,986
Expenses & distributions
- Benefits paid
- $2,616,569
- Administrative expenses
- $118,663
- Total expenses
- $2,735,232
- Net increase / (decrease)
- $8,565,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $71,681 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,444 | $0 | 2023 |
| Metz & Associates Pllc | NONE | $8,750 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $945 | $298 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Peterson Companies
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Metz & Associates Pllc — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation