How big is Peterson Enterprises LLC's plan?

Peterson Enterprises LLC's plan reported $163K in assets and 3 participants for 2024.

Original filing (PDF)20250716123818NAL0003200001001

Peterson Enterprises LLC

Name: Peterson Enterprises LLC — Peterson Enterprises LLC, Form 5500 (2024)
Creator: Peterson Enterprises LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Enterprises LLC DBA Geoffreys Malibu 401(k) Plan

401(k) retirement plan · Peterson Enterprises LLC's Peterson Enterprises LLC DBA Geoffreys Malibu 401(k) Plan held $163K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Shelia GWIN signed Peterson Enterprises LLC's 2024 Form 5500 as plan administrator.

Shelia GWIN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peterson Enterprises LLC's EIN is 56-2315708.

EIN 56-2315708

Plan number 001

Plan year 2024

ACK ID 20250716123818NAL0003200001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Enterprises LLC'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 PETERSON ENTERPRISES LLC.

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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