Paul Petersen Inc. Retirement Plan — Form 5500 plan (Paul Petersen 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, Paul Petersen Inc. Retirement Plan is a benefit plan reported by Paul Petersen Inc. under EIN 47-2179494 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $242,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul Petersen Inc.
- EIN
- 47-2179494
- Plan number
- 001
- Plan type
- 2
- Location
- Surprise, AZ
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $242,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241101112359NAL0003491441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $242,531
- Net assets (EOY)
- $242,531
- Net assets (BOY)
- $207,186
Income & contributions
- Total income / additions
- $35,345
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $35,345
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.