Plan5500

Petersen, Inc. Frozen Capital Accumulation Plan — Form 5500 plan (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, Petersen, Inc. Frozen Capital Accumulation Plan is a benefit plan reported by Petersen, Inc. under EIN 87-0354727 and plan number 003. The latest loaded filing year is 2023. The filing reports 610 participants and $11,241,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petersen, Inc.
EIN
87-0354727
Plan number
003
Plan type
2
Location
Ogden, UT
Latest filing year
2023
Participants
610
End-of-year plan assets
$11,241,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023610H, C20241228154110NAL0015334049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,241,183
Net assets (EOY)
$11,241,183
Net assets (BOY)
$17,027,365

Income & contributions

Total income / additions
$1,222,008

Expenses & distributions

Benefits paid
$6,883,796
Administrative expenses
$124,394
Total expenses
$7,008,190
Net increase / (decrease)
-$5,786,182

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greatbanc Trust CompanyTRUSTEE$53,600$02023
PrincipalRECORDKEEPER$47,237not reported in the loaded dataset2023
Jdglenn & AssociatesACCOUNTING$12,500not reported in the loaded dataset2023
PolsinelliLEGAL ADVISOR$8,920not reported in the loaded dataset2023

Related Form 5500 pages