Original filing (PDF)20240528112217NAL0005440899001

J.A. Peterson Inc.

Name: J.A. Peterson Inc. — J.A. Peterson Inc. 401(k) Plan, Form 5500 (2023)
Creator: J.A. Peterson Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.A. Peterson Inc. 401(k) Plan

401(k) retirement plan · J.A. Peterson Inc.'s J.A. Peterson Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

J.A. Peterson Inc.'s EIN is 56-2233891.

EIN 56-2233891

Plan number 001

Plan year 2023

ACK ID 20240528112217NAL0005440899001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

J.A. Peterson Inc.'s 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 J.A. PETERSON INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score