Original filing (PDF)20250818135540NAL0000672499001

PETERSON WEALTH SERVICES

Name: PETERSON WEALTH SERVICES — PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PETERSON WEALTH SERVICES

Form 5500-SF

FILING_RECEIVED

PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 PETERSON WEALTH SERVICES.

Plan sponsor

Name

PETERSON WEALTH SERVICES

EIN

27-0532838

Address

1523 EAST SKYLINE DRIVE · SUITE C · SOUTH OGDEN, UT · 84405

Phone

(801) 475-4002

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

2J · 401(k) feature

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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