2023 Form 5500 filing — The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393

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 20241106141751NAL0019628402001) for The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393, reported by The Petersen Companies under EIN 38-2677962 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,301,289
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241106141751NAL0019628402001
Plan sponsor
The Petersen Companies
EIN
38-2677962
Plan number
002
Location
Wixom, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities
Money in vs. money out
Total income / additions$295.4K
Total expenses$58.7K
Benefits paid / distributions$40K
Full reported line items
Total assets (EOY)
$2,301,289
Net assets (EOY)
$2,301,289
Total income / additions
$295,406
Benefits paid
$40,000
Administrative expenses
$18,683
Total expenses
$58,683
Net increase / (decrease)
$236,723

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241106141751NAL0019628402001 cover?
It is the 2023 Form 5500 filing for The Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393, reported by The Petersen Companies (EIN 38-2677962).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages