How big is Bourassa & Petersen PA's plan?

Bourassa & Petersen PA's plan reported $122K in assets and 3 participants for 2024.

Original filing (PDF)20251017151130NAL0007653937001

Bourassa & Petersen PA

Name: Bourassa & Petersen PA — Bourassa & Petersen PA PS, Form 5500 (2024)
Creator: Bourassa & Petersen PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bourassa & Petersen PA PS Plan

Defined-contribution retirement plan · Bourassa & Petersen PA's Bourassa & Petersen PA PS Plan held $122K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

People on this filing

Daniel Petersen signed Bourassa & Petersen PA's 2024 Form 5500 as plan administrator.

Daniel Petersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bourassa & Petersen PA's EIN is 01-0438604.

EIN 01-0438604

Plan number 001

Plan year 2024

ACK ID 20251017151130NAL0007653937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bourassa & Petersen PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bourassa & Petersen PA's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOURASSA & PETERSEN PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score