Logo

C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameC.R. PETERSON ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

C.R. PETERSON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:C.R. PETERSON ASSOCIATES, INC.
Employer identification number (EIN):042321969
NAIC Classification:425120
NAIC Description:Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES ZAFIRSON2024-09-30
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN

401k plan membership statisitcs for C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025: C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1312
Total number of particpants at end of year2025-06-1312
Number of Participants With Account Balances2025-06-1311
2024: C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-3011
Total number of particpants at end of year2024-09-3012
Number of Participants With Account Balances2024-09-3012

Financial Data on C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025 : C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1319707
Net assets as of the end of the plan year2025-06-132169855
Total assets as of the beginning of the plan year2025-06-131736374
Value of plan covered by a fidelity bond2025-06-13173638
Participant contributions to plan in this plan year2025-06-13107134
Other contributions to plan in this plan year2025-06-130
Other income to plan in this plan year2025-06-13251368
Plan net income in this plan year2025-06-13433481
Net assets as of the end of the plan year2025-06-132169855
Net assets as of the beginning of the plan year2025-06-131736374
Employer contributions to plan in this plan year2025-06-1394686
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1316462
2024 : C.R. PETERSON ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-3012767
Net assets as of the end of the plan year2024-09-301736374
Total assets as of the beginning of the plan year2024-09-301343168
Value of plan covered by a fidelity bond2024-09-30134317
Participant contributions to plan in this plan year2024-09-3080857
Other income to plan in this plan year2024-09-30239134
Plan net income in this plan year2024-09-30393206
Net assets as of the end of the plan year2024-09-301736374
Net assets as of the beginning of the plan year2024-09-301343168
Employer contributions to plan in this plan year2024-09-3085982
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-3012767

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup