Peterson Co. Retirement Savings Plan — Form 5500 plan (The 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 Co. Retirement Savings Plan is a benefit plan reported by The Peterson Company under EIN 91-0935816 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $14,450,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Peterson Company
- EIN
- 91-0935816
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, WA
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $14,450,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015080250NAL0015966723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,450,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,450,135
- Net assets (BOY)
- $12,935,360
Income & contributions
- Employer contributions
- $208,871
- Participant contributions
- $1,068,048
- Total contributions
- $1,277,783
- Total income / additions
- $3,434,473
Expenses & distributions
- Benefits paid
- $1,911,547
- Administrative expenses
- $8,151
- Total expenses
- $1,919,698
- Net increase / (decrease)
- $1,514,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $8,151 | $0 | 2023 |