Original filing (PDF)20230502174450NAL0037331986001

GERALD A. PETER & ASSOCIATES INC.

Name: GERALD A. PETER & ASSOCIATES INC. — GERALD A PETER & ASSOCIATES INC. 401(K) PLAN, Form 5500 (2022)
Creator: GERALD A. PETER & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

GERALD A PETER & ASSOCIATES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GERALD A. PETER & ASSOCIATES INC..

Plan sponsor

Name

GERALD A. PETER & ASSOCIATES INC.

EIN

31-1110612

Address

4665 CORNELL ROAD SUITE 335 · CINCINNATI, OH · 452412474

Phone

(513) 891-6648

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2023-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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