Peterson Properties, 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 Properties, Inc. (EIN 48-0919120) is a plan sponsor located in Merriam, KS with 1 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
48-0919120
Location
Merriam, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,333,896
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,333,896

Contributions & income

Employer contributions
$668,535
Participant contributions
$801,000
Total income / additions
$2,424,474

Expenses & distributions

Benefits paid / distributions
$1,619,684
Total expenses
$1,738,824
Net increase / (decrease)
$685,650

Coverage

Total reported participants
515
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Peterson Properties, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Peterson Properties, Inc. 401(K) Profit Sharing Plan001275$5,308,6192023
Peterson Properties, Inc. Employee Benefits Plan501240$25,2772023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Peterson Properties, Inc.
YearPlanParticipantsSchedulesFiling
2023Peterson Properties, Inc. 401(K) Profit Sharing Plan275H, C20240729123242NAL0018763057001
2023Peterson Properties, Inc. Employee Benefits Plan240H, C20240903093857NAL0010488707001

Related Form 5500 pages