Original filing (PDF)20240409121040NAL0030566320001

MICHAEL G. PETERS, P.A.

Name: MICHAEL G. PETERS, P.A. — MICHAEL G. PETERS, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MICHAEL G. PETERS, P.A.

Form 5500-SF

FILING_RECEIVED

MICHAEL G. PETERS, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 MICHAEL G. PETERS, P.A..

Plan sponsor

Name

MICHAEL G. PETERS, P.A.

EIN

52-1661996

Address

3450 ELLICOTT CENTER DR., UNIT 101 · ELLICOTT CITY, MD · 21043

Phone

(410) 461-1091

Industry

CPA Offices· Professional & Technical Servicessee 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

2024-04-09

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SIEPERT & CO., LLP

SIEPERT & CO., LLP 401(K) PLAN

$2.7M · 21 participants

SHERMAN & ROSS, CPA'S

SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

$2.7M · 2 participants

GRANT BENNETT ASSOCIATES, APC

GRANT BENNETT ASSOCIATES, APC 401(K) PROFIT SHARING PLAN

$2.7M · 10 participants

CANTOR, NOVAK, BEAVER & PIKE, PC

CANTOR, NOVAK, BEAVER & PIKE, PC 401(K) P/S PLAN

$2.7M · 19 participants

CHADWICK, STEINKIRCHNER, DAVIS & CO., PC

CHADWICK STEINKIRCHNER DAVIS & CO. PC PROFIT SHARING AND 401(K) PLAN