Original filing (PDF)20250729101803NAL0002578113001

AMY L. PETERSON, P.C.

Name: AMY L. PETERSON, P.C. — AMY L. PETERSON PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMY L. PETERSON, P.C.

Form 5500-SF

FILING_RECEIVED

AMY L. PETERSON PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMY L. PETERSON, P.C..

Plan sponsor

Name

AMY L. PETERSON, P.C.

EIN

22-3504448all filings

Address

128 PASSAIC AVENUE · PASSAIC, NJ · 070554763

Phone

(973) 773-8123

Industry