Original filing (PDF)20251124082224NAL0003433794001

PETERSEN INDUSTRIES, INC.

Name: PETERSEN INDUSTRIES, INC. — PETERSEN INDUSTRIES RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PETERSEN INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

PETERSEN INDUSTRIES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.3 moNo auditor on file

Active participants

158

Accounts w/ balance

157

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSEN INDUSTRIES, INC..

Plan sponsor

Name

PETERSEN INDUSTRIES, INC.

EIN

59-2979951

Address

4000 STATE ROAD 60 W · LAKE WALES, FL · 338598201

Phone

(863) 676-1493

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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 Manufacturing plans

GREGG STRASBURGER, INC.

GSI 401(K) PLAN

$2.1M · 58 participants

IOWA TRENCHLESS AND MVP

IOWA TRENCHLESS AND MVP 401(K) PLAN

$2.0M · 40 participants

ADVANCED ARCHITECTURAL PRODUCT

ADVANCED ARCHITECTURAL PRODUCT 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 72 participants

WINTER EQUIPMENT COMPANY, INC.

WINTER EQUIPMENT COMPANY 401(K) PLAN

$2.0M · 44 participants

AMEREQUIP CORPORATION

AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN