Peterson Holding Co. Incentive Retirement Plan — Form 5500 plan (Peterson Holding 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 Holding Co. Incentive Retirement Plan is a benefit plan reported by Peterson Holding Company under EIN 94-2420293 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,240 participants and $260,061,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peterson Holding Company
EIN
94-2420293
Plan number
001
Plan type
2
Location
San Leandro, CA
Latest filing year
2023
Participants
2,240
End-of-year plan assets
$260,061,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,240H, C20241015170157NAL0030427009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$260,061,322
Total liabilities (EOY)
$0
Net assets (EOY)
$260,061,322
Net assets (BOY)
$231,900,633

Income & contributions

Employer contributions
$3,057,480
Participant contributions
$11,204,245
Total contributions
$15,611,438
Total income / additions
$46,358,025

Expenses & distributions

Benefits paid
$18,069,570
Administrative expenses
$127,766
Total expenses
$18,197,336
Net increase / (decrease)
$28,160,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$107,208not reported in the loaded dataset2023
Matrix Trust CompanyNONE$20,558$02023

Related Form 5500 pages