Petersen Precision Engineering, LLC 401(K) Savings Plan — Form 5500 plan (Petersen Precision Engineering, 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, Petersen Precision Engineering, LLC 401(K) Savings Plan is a benefit plan reported by Petersen Precision Engineering, LLC under EIN 94-1623325 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $10,444,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petersen Precision Engineering, LLC
- EIN
- 94-1623325
- Plan number
- 001
- Plan type
- 2
- Location
- Redwood City, CA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $10,444,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241014155252NAL0026635281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,444,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,444,900
- Net assets (BOY)
- $8,918,709
Income & contributions
- Employer contributions
- $147,385
- Participant contributions
- $724,692
- Total contributions
- $872,077
- Total income / additions
- $2,475,503
Expenses & distributions
- Benefits paid
- $936,493
- Administrative expenses
- $7,378
- Total expenses
- $949,312
- Net increase / (decrease)
- $1,526,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $21,414 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,606 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,772 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Petersen Precision Engineering, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redwood City, CA
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation