Peters And Associates, Inc. 401(K) Plan — Form 5500 plan (Peters And Associates, 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, Peters And Associates, Inc. 401(K) Plan is a benefit plan reported by Peters And Associates, Inc. under EIN 81-2896863 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $69,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peters And Associates, Inc.
- EIN
- 81-2896863
- Plan number
- 001
- Plan type
- 2
- Location
- Orange Park, FL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $69,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240811155331NAL0018957810001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $69,814
- Net assets (EOY)
- $69,814
- Net assets (BOY)
- $46,379
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $23,435
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $23,435
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.