Original filing (PDF)20250612141540NAL0027467168001

PETERS & WASILEFSKI, P.C.

Name: PETERS & WASILEFSKI, P.C. — PETERS & WASILEFSKI, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: PETERS & WASILEFSKI, P.C.

Form 5500-SF

FILING_RECEIVED

PETERS & WASILEFSKI, P.C. RETIREMENT PLAN

401(k) 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 PETERS & WASILEFSKI, P.C..

Plan sponsor

Name

PETERS & WASILEFSKI, P.C.

EIN

23-2133674

Address

1035 MUMMA ROAD, ST. 103 · LEMOYNE, PA · 17043

Phone

(717) 238-7555

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PETERS & WASILEFSKI, P.C.

EIN

23-2133674

City

LEMOYNE, PA

Phone

(717) 238-7555

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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