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PETERMAN LUMBER INC. — PETERMAN LUMBER INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717235438NAL0001072513001
PETERMAN LUMBER INC.
Form 5500-SF
FILING_RECEIVED
PETERMAN LUMBER INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
74
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETERMAN LUMBER INC.
.
Find decision makers
Plan sponsor
Name
PETERMAN LUMBER INC.
EIN
95-3383921
Address
10330 ELM AVENUE · FONTANA, CA · 92337
Phone
(909) 357-7730
Industry
Wholesale Trade
see 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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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EASTSIDE STAPLE & NAIL, INC.
EASTSIDE STAPLE & NAIL, INC. 401K PLAN
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B&F FASTENER SUPPLY INC
B&F FASTENER SUPPLY 401(K) PLAN
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WILLINGHAM & SONS
THE WILLINGHAM & SONS INC. 401(K) PLAN
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.7M · 34 participants
SPACETONE ACOUSTICS, INC.
SPACETONE ACOUSTICS, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 7 participants
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