How big is Peterson & Collins' plan?

Peterson & Collins' plan reported $4.5M in assets and 26 participants for 2023.

Original filing (PDF)20250715144555NAL0001703251001

Peterson & Collins

Name: Peterson & Collins — Peterson & Collins Profit, Form 5500 (2023)
Creator: Peterson & Collins
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson & Collins Profit Sharing Plan

401(k) retirement plan · Peterson & Collins' Peterson & Collins Profit Sharing Plan held $4.5M in plan assets for 26 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Peterson & Collins' EIN is 52-1381941.

EIN 52-1381941

Plan number 001

Plan year 2023

ACK ID 20250715144555NAL0001703251001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Peterson & Collins from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Peterson & Collins' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSON & COLLINS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score