Petersen Hastings Investment Management, Inc. 401(K) Plan — Form 5500 plan (Petersen Hastings Investment Management, 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 Hastings Investment Management, Inc. 401(K) Plan is a benefit plan reported by Petersen Hastings Investment Management, Inc. under EIN 91-1216229 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $9,875,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petersen Hastings Investment Management, Inc.
- EIN
- 91-1216229
- Plan number
- 001
- Plan type
- 2
- Location
- Kennewick, WA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $9,875,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20241007110910NAL0015077889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,875,160
- Net assets (EOY)
- $9,875,160
- Net assets (BOY)
- $8,209,097
Income & contributions
- Employer contributions
- $128,931
- Participant contributions
- $329,809
- Total income / additions
- $1,712,308
Expenses & distributions
- Benefits paid
- $33,970
- Total expenses
- $46,245
- Net increase / (decrease)
- $1,666,063
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.