Original filing (PDF)20251117161507NAL0001562593002

PETERSON BROTHERS CONSTRUCTION INC

Name: PETERSON BROTHERS CONSTRUCTION INC — PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: PETERSON BROTHERS CONSTRUCTION INC

Form 5500

FILING_RECEIVED

PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

294

Accounts w/ balance

511

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSON BROTHERS CONSTRUCTION INC.

Plan sponsor

Name

PETERSON BROTHERS CONSTRUCTION INC

EIN

33-0081771

Address

2929 E WHITE STAR AVE · ANAHEIM, CA · 92806

Phone

(714) 989-2934

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-17

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WRIGHT FORD YOUNG & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $18.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Peterson Brothers Construction, Inc.	—	95,000	$7.6M	$18.8M	99.9%

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