2023 Form 5500 filing — Peterson Holding Co. Incentive Retirement 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 20241015170157NAL0030427009001) for Peterson Holding Co. Incentive Retirement Plan, reported by Peterson Holding Company under EIN 94-2420293 and plan number 001. It reports 2,240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170157NAL0030427009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Holding Company
- EIN
- 94-2420293
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 2,240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,061,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,061,322
- Employer contributions
- $3,057,480
- Participant contributions
- $11,204,245
- Total income / additions
- $46,358,025
- Benefits paid
- $18,069,570
- Administrative expenses
- $127,766
- Total expenses
- $18,197,336
- Net increase / (decrease)
- $28,160,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $107,208 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $20,558 | $0 |