| Plan Name | PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN L. PETERSON PLUMBING AND HEATING, INC. |
| Employer identification number (EIN): | 161345760 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about JOHN L. PETERSON PLUMBING AND HEATING, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1989-02-21 |
| Company Identification Number: | 1327825 |
| Legal Registered Office Address: |
7209 HEINRICH ROAD Erie HAMBURG United States of America (USA) 14075 |
More information about JOHN L. PETERSON PLUMBING AND HEATING, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JENNIFER DAVIE | 2024-07-01 | JENNIFER DAVIE | 2024-07-01 |
| 001 | 2022-01-01 | JENNIFER DAVIE | 2023-09-06 | JENNIFER DAVIE | 2023-09-06 |
| 001 | 2021-01-01 | JENNIFER DAVIE | 2022-09-22 | JENNIFER DAVIE | 2022-09-22 |
| 001 | 2020-01-01 | JENNIFER DAVIE | 2021-10-12 | JENNIFER DAVIE | 2021-10-12 |
| 001 | 2019-01-01 | JENNIFER DAVIE | 2020-06-17 | JENNIFER DAVIE | 2020-06-17 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2025 401k financial data | ||
| Net assets as of the end of the plan year | 2025-09-09 | 470254 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 354445 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 1000000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 66200 |
| Other income to plan in this plan year | 2025-09-09 | 40960 |
| Plan net income in this plan year | 2025-09-09 | 115809 |
| Net assets as of the end of the plan year | 2025-09-09 | 470254 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 354445 |
| Employer contributions to plan in this plan year | 2025-09-09 | 8649 |
| 2024 : PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-07-01 | 354445 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 234518 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 65120 |
| Other income to plan in this plan year | 2024-07-01 | 44940 |
| Plan net income in this plan year | 2024-07-01 | 119927 |
| Net assets as of the end of the plan year | 2024-07-01 | 354445 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 234518 |
| Employer contributions to plan in this plan year | 2024-07-01 | 9867 |