Original filing (PDF)20231013155522NAL0022304419001

PETROS ESTATE & RETIREMENT PLANNING, LLC

Name: PETROS ESTATE & RETIREMENT PLANNING, LLC — PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PETROS ESTATE & RETIREMENT PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

PETROS ESTATE & RETIREMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

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 PETROS ESTATE & RETIREMENT PLANNING, LLC.

Plan sponsor

Name

PETROS ESTATE & RETIREMENT PLANNING, LLC

EIN

27-3385903

Address

4655 SALISBURY ROAD · SUITE 100 · JACKSONVILLE, FL · 32256

Phone

(904) 824-5656

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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