Original filing (PDF)20250929112254NAL0004993043001

PETROLEUM EQUIPMENT, INC

Name: PETROLEUM EQUIPMENT, INC — PETROLEUM EQUIPMENT, INC PROFIT-SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PETROLEUM EQUIPMENT, INC

Form 5500-SF

FILING_RECEIVED

PETROLEUM EQUIPMENT, INC PROFIT-SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 PETROLEUM EQUIPMENT, INC.

Plan sponsor

Name

PETROLEUM EQUIPMENT, INC

EIN

39-0861602

Address

3515 NORTH 127TH STREET · BROOKFIELD, WI · 53005

Phone

(414) 466-3000

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-29

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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