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 Holding Co. Incentive Retirement Plan is a benefit plan reported by Peterson Holding Company under EIN 94-2420293 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,240 participants and $260,061,322 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $260,061,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,061,322
- Net assets (BOY)
- $231,900,633
Income & contributions
- Employer contributions
- $3,057,480
- Participant contributions
- $11,204,245
- Total contributions
- $15,611,438
- Total income / additions
- $46,358,025
Expenses & distributions
- Benefits paid
- $18,069,570
- Administrative expenses
- $127,766
- Total expenses
- $18,197,336
- Net increase / (decrease)
- $28,160,689