401k Plan data: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN plan

PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETERSON & ASSOCIATES PS PROFIT SHARING PLAN
Plan identification number	001

PETERSON & ASSOCIATES PS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

PETERSON & ASSOCIATES, P. S. has sponsored the creation of one or more 401k plans.

Company Name: PETERSON & ASSOCIATES, P. S.

Employer identification number (EIN): 910861190

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & ASSOCIATES PS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARCI WHITE STUMPF 2024-07-17
001 2021-11-01
001 2021-11-01 SCOTT E SALSBERY
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01 PATRICIA W EBY
001 2015-11-01 PATRICIA W EBY
001 2014-11-01 PATRICIA W EBY
001 2013-11-01 PATRICIA W EBY
001 2012-11-01 PATRICIA W EBY
001 2011-11-01 PATRICIA W EBY
001 2010-11-01 PATRICIA W EBY
001 2009-11-01 PATRICIA W EBY PATRICIA W EBY 2010-11-23
001 2009-11-01 PATRICIA W EBY PATRICIA W EBY 2010-11-23
001 2009-11-01 PATRICIA W EBY PATRICIA W EBY 2010-11-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARCI WHITE STUMPF	2024-07-17
001	2021-11-01
001	2021-11-01	SCOTT E SALSBERY
001	2020-11-01
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01	PATRICIA W EBY
001	2015-11-01	PATRICIA W EBY
001	2014-11-01	PATRICIA W EBY
001	2013-11-01	PATRICIA W EBY
001	2012-11-01	PATRICIA W EBY
001	2011-11-01	PATRICIA W EBY
001	2010-11-01	PATRICIA W EBY
001	2009-11-01	PATRICIA W EBY		PATRICIA W EBY	2010-11-23
001	2009-11-01	PATRICIA W EBY		PATRICIA W EBY	2010-11-23
001	2009-11-01	PATRICIA W EBY		PATRICIA W EBY	2010-11-18

Financial Data on PETERSON & ASSOCIATES PS PROFIT SHARING PLAN

Measure	Date	Value
2025 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-17	365960
Net assets as of the end of the plan year	2025-07-17	2378023
Total assets as of the beginning of the plan year	2025-07-17	2117019
Value of plan covered by a fidelity bond	2025-07-17	212000
Participant contributions to plan in this plan year	2025-07-17	152152
Other income to plan in this plan year	2025-07-17	378968
Plan net income in this plan year	2025-07-17	261004
Net assets as of the end of the plan year	2025-07-17	2378023
Net assets as of the beginning of the plan year	2025-07-17	2117019
Employer contributions to plan in this plan year	2025-07-17	95844
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-17	9334
2024 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-17	132
Total expenses incurred by plan in this plan year	2024-07-17	10123
Net assets as of the end of the plan year	2024-07-17	2117019
Total assets as of the beginning of the plan year	2024-07-17	1602907
Value of plan covered by a fidelity bond	2024-07-17	161000
Participant contributions to plan in this plan year	2024-07-17	112190
Other income to plan in this plan year	2024-07-17	352880
Plan net income in this plan year	2024-07-17	513980
Net assets as of the end of the plan year	2024-07-17	2117019
Net assets as of the beginning of the plan year	2024-07-17	1602907
Employer contributions to plan in this plan year	2024-07-17	59033
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-17	6987
2022 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$-500,705
Expenses. Total of all expenses incurred	2022-10-31	$1,856,870
Benefits paid (including direct rollovers)	2022-10-31	$1,832,247
Total plan assets at end of year	2022-10-31	$1,566,530
Total plan assets at beginning of year	2022-10-31	$3,924,105
Expenses. Other expenses not covered elsewhere	2022-10-31	$24,623
Other income received	2022-10-31	$-562,463
Net income (gross income less expenses)	2022-10-31	$-2,357,575
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$1,566,530
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$3,924,105
Total contributions received or receivable from employer(s)	2022-10-31	$61,758
2021 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$858,823
Expenses. Total of all expenses incurred	2021-10-31	$303,106
Benefits paid (including direct rollovers)	2021-10-31	$278,249
Total plan assets at end of year	2021-10-31	$3,924,105
Total plan assets at beginning of year	2021-10-31	$3,368,388
Expenses. Other expenses not covered elsewhere	2021-10-31	$24,857
Other income received	2021-10-31	$761,878
Net income (gross income less expenses)	2021-10-31	$555,717
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$3,924,105
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$3,368,388
Total contributions received or receivable from employer(s)	2021-10-31	$96,945
2020 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$317,593
Expenses. Total of all expenses incurred	2020-10-31	$22,552
Total plan assets at end of year	2020-10-31	$3,368,388
Total plan assets at beginning of year	2020-10-31	$3,073,347
Expenses. Other expenses not covered elsewhere	2020-10-31	$22,552
Other income received	2020-10-31	$194,115
Net income (gross income less expenses)	2020-10-31	$295,041
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$3,368,388
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$3,073,347
Total contributions received or receivable from employer(s)	2020-10-31	$123,478
2019 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$417,791
Expenses. Total of all expenses incurred	2019-10-31	$45,385
Benefits paid (including direct rollovers)	2019-10-31	$25,000
Total plan assets at end of year	2019-10-31	$3,073,347
Total plan assets at beginning of year	2019-10-31	$2,700,941
Other income received	2019-10-31	$303,173
Net income (gross income less expenses)	2019-10-31	$372,406
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$3,073,347
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$2,700,941
Total contributions received or receivable from employer(s)	2019-10-31	$114,618
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$20,385
2017 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$434,673
Expenses. Total of all expenses incurred	2017-10-31	$246,903
Benefits paid (including direct rollovers)	2017-10-31	$227,868
Total plan assets at end of year	2017-10-31	$2,599,074
Total plan assets at beginning of year	2017-10-31	$2,411,304
Expenses. Other expenses not covered elsewhere	2017-10-31	$19,035
Other income received	2017-10-31	$330,153
Net income (gross income less expenses)	2017-10-31	$187,770
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$2,599,074
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$2,411,304
Total contributions received or receivable from employer(s)	2017-10-31	$104,520
2016 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$170,153
Expenses. Total of all expenses incurred	2016-10-31	$11,365
Total plan assets at end of year	2016-10-31	$2,411,304
Total plan assets at beginning of year	2016-10-31	$2,252,516
Expenses. Other expenses not covered elsewhere	2016-10-31	$11,365
Other income received	2016-10-31	$68,345
Net income (gross income less expenses)	2016-10-31	$158,788
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$2,411,304
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$2,252,516
Total contributions received or receivable from employer(s)	2016-10-31	$101,808
2015 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$125,245
Total plan assets at end of year	2015-10-31	$2,252,516
Total plan assets at beginning of year	2015-10-31	$2,127,271
Other income received	2015-10-31	$28,704
Net income (gross income less expenses)	2015-10-31	$125,245
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$2,252,516
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$2,127,271
Total contributions received or receivable from employer(s)	2015-10-31	$96,541
2014 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$280,160
Total plan assets at end of year	2014-10-31	$2,127,271
Total plan assets at beginning of year	2014-10-31	$1,847,111
Other income received	2014-10-31	$190,889
Net income (gross income less expenses)	2014-10-31	$280,160
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$2,127,271
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,847,111
Total contributions received or receivable from employer(s)	2014-10-31	$89,271
2013 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$623,514
Expenses. Total of all expenses incurred	2013-10-31	$294,920
Benefits paid (including direct rollovers)	2013-10-31	$289,627
Total plan assets at end of year	2013-10-31	$1,847,111
Total plan assets at beginning of year	2013-10-31	$1,518,517
Expenses. Other expenses not covered elsewhere	2013-10-31	$5,293
Other income received	2013-10-31	$543,787
Net income (gross income less expenses)	2013-10-31	$328,594
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$1,847,111
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$1,518,517
Total contributions received or receivable from employer(s)	2013-10-31	$79,727
2012 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$226,582
Total plan assets at end of year	2012-10-31	$1,745,099
Total plan assets at beginning of year	2012-10-31	$1,518,517
Other income received	2012-10-31	$155,797
Net income (gross income less expenses)	2012-10-31	$226,582
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$1,745,099
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,518,517
Total contributions received or receivable from employer(s)	2012-10-31	$70,785
2011 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$139,742
Expenses. Total of all expenses incurred	2011-10-31	$74,971
Benefits paid (including direct rollovers)	2011-10-31	$74,971
Total plan assets at end of year	2011-10-31	$1,518,517
Total plan assets at beginning of year	2011-10-31	$1,453,746
Other income received	2011-10-31	$67,620
Net income (gross income less expenses)	2011-10-31	$64,771
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,518,517
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,453,746
Total contributions received or receivable from employer(s)	2011-10-31	$72,122
2010 : PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for PETERSON & ASSOCIATES PS PROFIT SHARING PLAN

2021: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: PETERSON & ASSOCIATES PS PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	This submission is the final filing	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETERSON & ASSOCIATES, P. S.
Employer identification number (EIN):	910861190
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants