How big is David M. Peterson PC's plan?

David M. Peterson PC's plan reported $6.6M in assets and 6 participants for 2025.

Original filing (PDF)20260326082937NAL0005720816001

David M. Peterson PC

Name: David M. Peterson PC — The David Peterson Retirement, Form 5500 (2025)
Creator: David M. Peterson PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The David Peterson Retirement Plan

401(k) retirement plan · David M. Peterson PC's The David Peterson Retirement Plan held $6.6M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

David M. Peterson signed David M. Peterson PC's 2025 Form 5500 as plan administrator.

David M. Peterson — 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

David M. Peterson PC's EIN is 13-3978911.

EIN 13-3978911

Plan number 002

Plan year 2025

ACK ID 20260326082937NAL0005720816001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David M. Peterson PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David M. Peterson PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M. PETERSON PC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score