· 2022–2024 · DOL EFAST2

PETELIN MANAGEMENT SERVICES — PETELIN MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240917190529NAL0004656464001

PETELIN MANAGEMENT SERVICES

Form 5500-SF

FILING_RECEIVED

PETELIN MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

40

Accounts w/ balance

39

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETELIN MANAGEMENT SERVICES.

Plan sponsor

Name

PETELIN MANAGEMENT SERVICES

EIN

88-2523770

Address

14269 N 87TH STREET · SUITE 203 · SCOTTSDALE, AZ · 85260

Phone

(480) 483-8882

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-17

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

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