Plan5500

Peterson Properties, Inc. Employee Benefits Plan — Form 5500 plan (Peterson Properties, 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 Properties, Inc. Employee Benefits Plan is a benefit plan reported by Peterson Properties, Inc. under EIN 48-0919120 and plan number 501. The latest loaded filing year is 2023. The filing reports 240 participants and $25,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peterson Properties, Inc.
EIN
48-0919120
Plan number
501
Plan type
2
Location
Shawnee Mission, KS
Latest filing year
2023
Participants
240
End-of-year plan assets
$25,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240903093857NAL0010488707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,277
Total liabilities (EOY)
$0
Net assets (EOY)
$25,277
Net assets (BOY)
$3,264

Income & contributions

Employer contributions
$607,946
Participant contributions
$496,858
Total contributions
$1,226,718
Total income / additions
$1,226,718

Expenses & distributions

Benefits paid
$1,105,508
Administrative expenses
$99,197
Total expenses
$1,204,705
Net increase / (decrease)
$22,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.CLAIMS PROCESSING$95,846$02023
Bukaty CompaniesBROKER$35,100$02023

Related Form 5500 pages