How big is Peterson Wealth Management, LLC's plan?

Peterson Wealth Management, LLC's plan reported $542K in assets and 7 participants for 2024.

Original filing (PDF)20250917180036NAL0000790195001

Peterson Wealth Management, LLC

Name: Peterson Wealth Management, LLC — Peterson Wealth, Form 5500 (2024)
Creator: Peterson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Peterson Wealth Management, LLC's Peterson Wealth Management, LLC 401(k) Plan held $542K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

D. Scott Peterson signed Peterson Wealth Management, LLC's 2024 Form 5500 as plan administrator.

D. Scott 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

Peterson Wealth Management, LLC's EIN is 20-1860575.

EIN 20-1860575

Plan number 001

Plan year 2024

ACK ID 20250917180036NAL0000790195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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