Original filing (PDF)20250729153654NAL0006312338001

DON PETERSON LAW, LLC

Name: DON PETERSON LAW, LLC — DON PETERSON LAW, LLC 401K, Form 5500 (2024)
Creator: DON PETERSON LAW, LLC

Form 5500-SF

FILING_RECEIVED

DON PETERSON LAW, LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DON PETERSON LAW, LLC.

Plan sponsor

Name

DON PETERSON LAW, LLC

EIN

45-3571753

Address

10955 LOWELL AVE STE 710 · OVERLAND PARK, KS · 662102337

Phone

(913) 322-0322

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Law Offices plans

CASSIDY CONNOR PITCHFORD LLC

CASSIDY CONNOR AND PITCHFORD LLC 401K PROFIT SHARING PLAN

$1.6M · 12 participants

LAKE EFFECT HUMAN RESOURCES & LAW LLC

LAKE EFFECT HR & LAW RETIREMENT SAVINGS PLAN

$1.6M · 7 participants

CARDINAL ENTERPRISES, INC.

CARDINAL ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST

$1.6M · 3 participants

ROBERT E. WEISS, INC.

WEISS, INC. ROBERT E. 401(K) AND PROFIT SHARING PLAN

$1.6M · 5 participants

ARONS & ARONS, LLC

ARONS & ARONS, LLC 401(K) PLAN