Original filing (PDF)20250408134441NAL0035801202001

L.D. PETERS & SONS, INC. PROFIT SHARING TRUST

Name: L.D. PETERS & SONS, INC. PROFIT SHARING TRUST — L.D. PETERS & SONS, INC PROFIT SHARING TRUST, Form 5500 (2023)
Creator: L.D. PETERS & SONS, INC. PROFIT SHARING TRUST

Form 5500-SF

FILING_RECEIVED

L.D. PETERS & SONS, INC PROFIT SHARING TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L.D. PETERS & SONS, INC. PROFIT SHARING TRUST.

Plan sponsor

Name

L.D. PETERS & SONS, INC. PROFIT SHARING TRUST

EIN

13-1985498

Address

680 E MAIN ST SUITE A UNIT#1333 · STAMFORD, CT · 06901

Phone

(914) 576-5100

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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