Peterson Genetics, Inc. Profit Sharing Plan — Form 5500 plan (Peterson Genetics, Inc.)
Plain-English plan 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, Peterson Genetics, Inc. Profit Sharing Plan is a benefit plan reported by Peterson Genetics, Inc. under EIN 42-1066918 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $13,771,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson Genetics, Inc.
- EIN
- 42-1066918
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $13,771,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20241001142855NAL0007287057001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,771,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,771,317
- Net assets (BOY)
- $12,320,487
Income & contributions
- Employer contributions
- $719,958
- Participant contributions
- $0
- Total income / additions
- $2,676,986
Expenses & distributions
- Benefits paid
- $1,226,031
- Administrative expenses
- $125
- Total expenses
- $1,226,156
- Net increase / (decrease)
- $1,450,830
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.