How big is Peterman Lumber Inc.'s plan?

Peterman Lumber Inc.'s plan reported $3.7M in assets and 112 participants for 2024.

Original filing (PDF)20250717235438NAL0001072513001

Peterman Lumber Inc.

Name: Peterman Lumber Inc. — Peterman Lumber Inc. 401(k), Form 5500 (2024)
Creator: Peterman Lumber Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterman Lumber Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Peterman Lumber Inc.'s Peterman Lumber Inc. 401(k) Profit Sharing Plan held $3.7M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

JOSH Stone AFS signed Peterman Lumber Inc.'s 2024 Form 5500 as plan administrator.

JOSH Stone AFS — 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

Peterman Lumber Inc.'s EIN is 95-3383921.

EIN 95-3383921

Plan number 001

Plan year 2024

ACK ID 20250717235438NAL0001072513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterman Lumber Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERMAN LUMBER INC..

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score