Peterson Company Profit-Sharing Plan — Form 5500 plan (Peterson Company)
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 Company Profit-Sharing Plan is a benefit plan reported by Peterson Company under EIN 84-0381604 and plan number 002. The latest loaded filing year is 2023. The filing reports 33 participants and $18,249,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson Company
- EIN
- 84-0381604
- Plan number
- 002
- Plan type
- 2
- Location
- Wheat Ridge, CO
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $18,249,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240626014911NAL0005446515001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,249,977
- Net assets (EOY)
- $18,249,977
- Net assets (BOY)
- $11,848,341
Income & contributions
- Employer contributions
- $849,406
- Total income / additions
- $7,031,942
Expenses & distributions
- Benefits paid
- $549,691
- Administrative expenses
- $80,615
- Total expenses
- $630,306
- Net increase / (decrease)
- $6,401,636
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.