Plan5500

Peterson Enterprises Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Enterprises Inc (EIN 20-8670746) is a plan sponsor located in Saint Louis, MO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8670746
Location
Saint Louis, MO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Peterson Enterprises Inc

  • 3 loaded plans hold $6.8M in reported assets.
  • The largest, Peterson Enterprises, Inc. 401k Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 371 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,824,723
Total reported assets$6.8M$6,824,723
Total reported participants371
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributions$61.8K
Participant contributions$369.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$816.8K
Total expenses$823K
Net increase / (decrease)$532.8K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Peterson Enterprises, Inc. 401k Savings Plan And Trust
Participants per plan124Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Peterson Enterprises, Inc. 401k Savings Plan And Trust$6.8M
    Plan #001 · 141 participants · 2023
  2. 2
    Peterson Enterprises Inc Health Insurance Plannot reported in the loaded dataset
    Plan #505 · 115 participants · 2023
  3. 3
    Peterson Enterprises Inc Life Ad&D & Ltd Plannot reported in the loaded dataset
    Plan #506 · 115 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Peterson Enterprises Inc. Open one for its full reported snapshot.

  1. 2023
    Peterson Enterprises Inc Health Insurance Plan115 participants · 2No schedules
    View filing →
  2. 2023
    Peterson Enterprises Inc Life Ad&D & Ltd Plan115 participants · 2No schedules
    View filing →
  3. 2023
    Peterson Enterprises, Inc. 401k Savings Plan And Trust141 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Peterson Enterprises Inc report on Form 5500?
Peterson Enterprises Inc (EIN 20-8670746) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Peterson Enterprises Inc?
The Employer Identification Number (EIN) reported for Peterson Enterprises Inc is 20-8670746.
What is the latest Form 5500 filing year for Peterson Enterprises Inc?
The latest loaded Form 5500 filing year for Peterson Enterprises Inc is 2023.

Related Form 5500 pages