2023 Form 5500 filing — Peterson Company Profit-Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626014911NAL0005446515001) for Peterson Company Profit-Sharing Plan, reported by Peterson Company under EIN 84-0381604 and plan number 002. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240626014911NAL0005446515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Company
- EIN
- 84-0381604
- Plan number
- 002
- Location
- Wheat Ridge, CO
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,249,977
- Net assets (EOY)
- $18,249,977
- Employer contributions
- $849,406
- Total income / additions
- $7,031,942
- Benefits paid
- $549,691
- Administrative expenses
- $80,615
- Total expenses
- $630,306
- Net increase / (decrease)
- $6,401,636
- Schedule source
- Schedule I