How big is David J. Peterson's plan?

David J. Peterson's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260423092043NAL0007195888001

David J. Peterson

Name: David J. Peterson — David J. Peterson Profit Sharing, Form 5500 (2025)
Creator: David J. Peterson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David J. Peterson Profit Sharing Plan

Defined-contribution retirement plan · David J. Peterson's David J. Peterson Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David J.Peterson signed David J. Peterson's 2025 Form 5500 as plan administrator.

David J.Peterson — 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

David J. Peterson's EIN is 62-1175005.

EIN 62-1175005

Plan number 001

Plan year 2025

ACK ID 20260423092043NAL0007195888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David J. Peterson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David J. Peterson's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID J. PETERSON.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DAVID J. PETERSON

EIN

all filings

Address

3093 FOREST HILL IRENE, SUITE · GERMANTOWN, TN · 38138

Phone

(901) 683-7472

Industry

Finance & Insurance

Plan administrator