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WILLIAM J PETER — WILLIAM J PETER RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240612090049NAL0029053841001
WILLIAM J PETER
Form 5500-SF
FILING_RECEIVED
WILLIAM J PETER RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM J PETER
.
Find decision makers
Plan sponsor
Name
WILLIAM J PETER
EIN
35-1472384
Address
11946 OLD STATE ROAD 37 · TELL CITY, IN · 475868798
Phone
(812) 836-2179
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-12
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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