PETERSON PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 403 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 226442 |
| Net assets as of the end of the plan year | 2025-07-28 | 7734537 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 6030379 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 591494 |
| Value of participant loans at end of plan year | 2025-07-28 | 81952 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 159077 |
| Other income to plan in this plan year | 2025-07-28 | 854796 |
| Plan net income in this plan year | 2025-07-28 | 1704561 |
| Net assets as of the end of the plan year | 2025-07-28 | 7734537 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 6029976 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 40649 |
| Employer contributions to plan in this plan year | 2025-07-28 | 325636 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 19162 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 403 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 450181 |
| Net assets as of the end of the plan year | 2024-08-20 | 6030379 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 4720274 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 576475 |
| Value of participant loans at end of plan year | 2024-08-20 | 45059 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 901220 |
| Plan net income in this plan year | 2024-08-20 | 1309702 |
| Net assets as of the end of the plan year | 2024-08-20 | 6029976 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 4720274 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 70270 |
| Employer contributions to plan in this plan year | 2024-08-20 | 282188 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 20114 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 600 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 104192 |
| Net assets as of the end of the plan year | 2022-07-26 | 4853633 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 3539102 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 428655 |
| Value of participant loans at end of plan year | 2022-07-26 | 60769 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 163314 |
| Other income to plan in this plan year | 2022-07-26 | 589430 |
| Plan net income in this plan year | 2022-07-26 | 1313931 |
| Net assets as of the end of the plan year | 2022-07-26 | 4853033 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 3539102 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 36491 |
| Employer contributions to plan in this plan year | 2022-07-26 | 236724 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 21704 |
