Peterson Manufacturing Company And Affiliates 401(K) Plan — Form 5500 plan (Peterson Manufacturing Company)
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 Manufacturing Company And Affiliates 401(K) Plan is a benefit plan reported by Peterson Manufacturing Company under EIN 44-0607507 and plan number 010. The latest loaded filing year is 2023. The filing reports 644 participants and $4,381,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson Manufacturing Company
- EIN
- 44-0607507
- Plan number
- 010
- Plan type
- 2
- Location
- Grandview, MO
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $4,381,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20240731120038NAL0036455584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,381,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,381,144
- Net assets (BOY)
- $3,422,704
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $922,768
- Total contributions
- $947,858
- Total income / additions
- $1,454,811
Expenses & distributions
- Benefits paid
- $401,308
- Administrative expenses
- $53,038
- Total expenses
- $496,371
- Net increase / (decrease)
- $958,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,163 | $0 | 2023 |
| Farmer & Betts, Inc | CONTRACT ADMINISTRATOR | $4,875 | $1,378 | 2023 |