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PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 401k Plan overview

Plan NamePETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN
Plan identification number 001

PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETERSON TOOL AND SUPPLY CO. has sponsored the creation of one or more 401k plans.

Company Name:PETERSON TOOL AND SUPPLY CO.
Employer identification number (EIN):453217183
NAIC Classification:441300
NAIC Description: Automotive Parts, Accessories, and Tire Stores

Additional information about PETERSON TOOL AND SUPPLY CO.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2011-09-07
Company Identification Number: 2046623
Legal Registered Office Address: 5445 BELLE MEADE DRIVE
-
BATAVIA
United States of America (USA)
45103

More information about PETERSON TOOL AND SUPPLY CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MATTHEW P. PETERSON
0012016-01-01MATTHEW P. PETERSON
0012015-01-01MATTHEW P. PETERSON
0012013-01-01MATTHEW P. PETERSON
0012012-01-01MATTHEW P. PETERSON
0012011-09-12MATTHEW P. PETERSON

Plan Statistics for PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN

401k plan membership statisitcs for PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN

Measure Date Value
2021: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-121
Total number of active participants reported on line 7a of the Form 55002011-09-121
Number of retired or separated participants receiving benefits2011-09-120
Number of other retired or separated participants entitled to future benefits2011-09-120
Total of all active and inactive participants2011-09-121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-120
Total participants2011-09-121
Number of participants with account balances2011-09-121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-120

Financial Data on PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN

Measure Date Value
2021 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-1,921
Expenses. Total of all expenses incurred2021-12-31$3,506
Benefits paid (including direct rollovers)2021-12-31$3,506
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$5,427
Value of fidelity bond covering the plan2021-12-31$10,000
Other income received2021-12-31$-1,921
Net income (gross income less expenses)2021-12-31$-5,427
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,427
Assets. Value of employer securities2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-1,000
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$5,427
Total plan assets at beginning of year2020-12-31$6,427
Value of fidelity bond covering the plan2020-12-31$200,000
Other income received2020-12-31$-1,000
Net income (gross income less expenses)2020-12-31$-1,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,427
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,427
Assets. Value of employer securities2020-12-31$1,922
2019 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-796
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$6,427
Total plan assets at beginning of year2019-12-31$7,223
Value of fidelity bond covering the plan2019-12-31$200,000
Other income received2019-12-31$-796
Net income (gross income less expenses)2019-12-31$-796
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,427
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,223
Assets. Value of employer securities2019-12-31$2,922
2018 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-1,317
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$7,223
Total plan assets at beginning of year2018-12-31$8,540
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,317
Net income (gross income less expenses)2018-12-31$-1,317
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,223
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,540
Assets. Value of employer securities2018-12-31$3,718
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-664
Total plan assets at end of year2017-12-31$8,540
Total plan assets at beginning of year2017-12-31$9,204
Value of fidelity bond covering the plan2017-12-31$200,000
Other income received2017-12-31$-664
Net income (gross income less expenses)2017-12-31$-664
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,540
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,204
Assets. Value of employer securities2017-12-31$5,036
2016 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-66,299
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$9,204
Total plan assets at beginning of year2016-12-31$75,503
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-66,299
Net income (gross income less expenses)2016-12-31$-66,299
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,204
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$75,503
Assets. Value of employer securities2016-12-31$5,700
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-22,999
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$75,503
Total plan assets at beginning of year2015-12-31$98,502
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,999
Net income (gross income less expenses)2015-12-31$-22,999
Net plan assets at end of year (total assets less liabilities)2015-12-31$75,503
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$98,502
Assets. Value of employer securities2015-12-31$72,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2013 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$-16,802
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$86,921
Total plan assets at beginning of year2013-12-31$103,723
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-16,802
Net income (gross income less expenses)2013-12-31$-16,802
Net plan assets at end of year (total assets less liabilities)2013-12-31$86,921
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$103,723
Assets. Value of employer securities2013-12-31$83,415
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$2
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$103,723
Total plan assets at beginning of year2012-12-31$103,721
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2
Net income (gross income less expenses)2012-12-31$2
Net plan assets at end of year (total assets less liabilities)2012-12-31$103,723
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$103,721
Assets. Value of employer securities2012-12-31$100,218
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$103,721
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$103,721
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$103,717
Other income received2011-12-31$4
Net income (gross income less expenses)2011-12-31$103,721
Net plan assets at end of year (total assets less liabilities)2011-12-31$103,721
Assets. Value of employer securities2011-12-31$100,217
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN

2021: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSON TOOL AND SUPPLY CO. RETIREMENT PLAN 2011 form 5500 responses
2011-09-12Type of plan entitySingle employer plan
2011-09-12First time form 5500 has been submittedYes
2011-09-12This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-12Plan funding arrangement – TrustYes
2011-09-12Plan benefit arrangement - TrustYes

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