Original filing (PDF)20241009110846NAL0036812914001

Petech, Peterson Technology, LLC DBA Peterson Technologies

Name: Petech, Peterson Technology, LLC DBA Peterson Technologies — Form 5500 Plan 002 (2023)
Creator: Petech, Peterson Technology, LLC DBA Peterson Technologies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Technology, LLC Cash Balance Plan

Defined-benefit pension plan · Petech, Peterson Technology, LLC DBA Peterson Technologies' Peterson Technology, LLC Cash Balance Plan held $3.3M in plan assets for 48 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Petech, Peterson Technology, LLC DBA Peterson Technologies' EIN is 52-2305710.

EIN 52-2305710

Plan number 002

Plan year 2023

ACK ID 20241009110846NAL0036812914001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Petech, Peterson Technology, LLC DBA Peterson Technologies from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Petech, Peterson Technology, LLC DBA Peterson Technologies' plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off