· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETERSON AND MATZ, INC. — PETERSON AND MATZ, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260219082809NAL0009576035001
PETERSON AND MATZ, INC.
Form 5500-SF
FILING_RECEIVED
PETERSON AND MATZ, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
PETERSON AND MATZ, INC.
.
Find decision makers
Plan sponsor
Name
PETERSON AND MATZ, INC.
EIN
38-1903141
Address
133 W. MAIN ST. · STE. 231 · NORTHVILLE, MI · 48168
Phone
(248) 476-3204
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-12-01
Tax period
2025-11-30
Filed
2026-02-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
GLOBAL EXCEL MANAGEMENT (USA), INC.
GLOBAL EXCEL MANAGEMENT (USA), INC. 401(K) PLAN
$4.3M · 71 participants
BEVTEK, INC.
BEVTEK, INC. 401(K) PLAN
$4.3M · 70 participants
FINXERA, INC.
FINXERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.3M · 27 participants
RJN INVESTIGATIONS, INC.
RJN INVESTIGATIONS, INC. 401(K) PROFIT SHARING PLAN
$4.4M · 51 participants
DUSES DOWERY, INC.
DUSE'S DOWERY, INC. PROFIT SHARING PLAN
$4.4M · 2 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JA MOODY LLC
JA MOODY LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 29 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
