How big is Peterson Financial Group's plan?

Peterson Financial Group's plan reported $1.9M in assets and 11 participants for 2024.

Original filing (PDF)20250522100830NAL0002554529001

Peterson Financial Group

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

Form 5500-SF

FILING_RECEIVED

Peterson Financial Group 401(k) Plan

401(k) retirement plan · Peterson Financial Group's Peterson Financial Group 401(k) Plan held $1.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Eric A. Peterson signed Peterson Financial Group's 2024 Form 5500 as plan administrator.

Eric A. 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 Financial Group's EIN is 26-3511975.

EIN 26-3511975

Plan number 001

Plan year 2024

ACK ID 20250522100830NAL0002554529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Financial Group's plan includes profit-sharing, a default investment (QDIA), 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 FINANCIAL GROUP.

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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