How big is Peterson Enterprises, Inc.'s plan?

Peterson Enterprises, Inc.'s plan reported $686K in assets and 17 participants for 2024.

Original filing (PDF)20250911131015NAL0000795904001

Peterson Enterprises, Inc.

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

Form 5500-SF

FILING_RECEIVED

Valley Empire Collection 401(k) Plan

401(k) retirement plan · Peterson Enterprises, Inc.'s Valley Empire Collection 401(k) Plan held $686K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

People on this filing

TARA Cannon signed Peterson Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

TARA Cannon — 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, Inc.'s EIN is 91-1590827.

EIN 91-1590827

Plan number 001

Plan year 2024

ACK ID 20250911131015NAL0000795904001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score