2023 Form 5500 filing — Peterson Properties, Inc. 401(K) 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 20240729123242NAL0018763057001) for Peterson Properties, Inc. 401(K) Profit Sharing Plan, reported by Peterson Properties, Inc. under EIN 48-0919120 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729123242NAL0018763057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Properties, Inc.
- EIN
- 48-0919120
- Plan number
- 001
- Location
- Merriam, KS
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,308,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,308,619
- Employer contributions
- $60,589
- Participant contributions
- $304,142
- Total income / additions
- $1,197,756
- Benefits paid
- $514,176
- Administrative expenses
- $19,943
- Total expenses
- $534,119
- Net increase / (decrease)
- $663,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,431 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,991 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,521 | not reported in the loaded dataset |