Peterson Insurance Services, LLC 401(K) Plan — Form 5500 plan (Peterson Insurance Services, LLC)
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 Insurance Services, LLC 401(K) Plan is a benefit plan reported by Peterson Insurance Services, LLC under EIN 87-4517600 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $153,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peterson Insurance Services, LLC
- EIN
- 87-4517600
- Plan number
- 001
- Plan type
- 2
- Location
- Havertown, PA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $153,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240515120644NAL0083227218001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $153,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,793
- Net assets (BOY)
- $159,303
Income & contributions
- Employer contributions
- $20,295
- Participant contributions
- $7,025
- Total income / additions
- $53,118
Expenses & distributions
- Benefits paid
- $57,840
- Administrative expenses
- $788
- Total expenses
- $58,628
- Net increase / (decrease)
- -$5,510
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.