2023 Form 5500 filing — Petersen Hastings Investment Management, Inc. 401(K) 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 20241007110910NAL0015077889001) for Petersen Hastings Investment Management, Inc. 401(K) Plan, reported by Petersen Hastings Investment Management, Inc. under EIN 91-1216229 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007110910NAL0015077889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petersen Hastings Investment Management, Inc.
- EIN
- 91-1216229
- Plan number
- 001
- Location
- Kennewick, WA
- Participants
- 38
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,875,160
- Net assets (EOY)
- $9,875,160
- Employer contributions
- $128,931
- Participant contributions
- $329,809
- Total income / additions
- $1,712,308
- Benefits paid
- $33,970
- Total expenses
- $46,245
- Net increase / (decrease)
- $1,666,063
- Schedule source
- Schedule I