DAVID J. PETERSON PROFIT SHARING PLAN 401k Plan overview

DAVID J. PETERSON PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID J. PETERSON
Employer identification number (EIN):	621175005
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	DAVID J. PETERSON	2023-06-28
001	2021-01-01	DAVID J. PETERSON	2022-09-06	DAVID J PETERSON	2022-09-06
001	2020-01-01	DAVID J. PETERSON	2021-05-26	DAVID J PETERSON	2021-05-26
001	2019-01-01	DAVID J. PETERSON	2020-05-27	DAVID J. PETERSON	2020-05-27
001	2018-01-01	DAVID J. PETERSON	2019-05-20	DAVID J PETERSON	2019-05-20
001	2017-01-01	DAVID J. PETERSON	2018-07-18	DAVID J. PETERSON	2018-07-18
001	2016-01-01	DAVID J. PETERSON	2017-05-22	DAVID J. PETERSON	2017-05-22
001	2015-01-01	DAVID J. PETERSON	2016-04-26	DAVID J. PETERSON	2016-04-26
001	2014-01-01	DAVID J. PETERSON	2015-06-26
001	2013-01-01	DAVID PETERSON	2014-05-19	DAVID PETERSON	2014-05-19
001	2012-01-01	DAVID PETERSON	2013-06-14	DAVID PETERSON	2013-06-14
001	2011-01-01	DAVID PETERSON	2012-05-22	DAVID PETERSON	2012-05-22
001	2010-01-01	DAVID PETERSON	2011-07-08	DAVID PETERSON	2011-07-08

Plan Statistics for DAVID J. PETERSON PROFIT SHARING PLAN

Measure	Date	Value
2025: DAVID J. PETERSON PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-25	5
Total number of particpants at end of year	2025-04-25	3
Number of Participants With Account Balances	2025-04-25	3
2024: DAVID J. PETERSON PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-11	5
Total number of particpants at end of year	2024-04-11	5
Number of Participants With Account Balances	2024-04-11	5
2022: DAVID J. PETERSON PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-06	5
Total number of particpants at end of year	2022-09-06	4
Number of Participants With Account Balances	2022-09-06	4

Financial Data on DAVID J. PETERSON PROFIT SHARING PLAN

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