How big is Peter Alford's plan?

Peter Alford's plan reported $175K in assets and 1 participants for 2022.

Original filing (PDF)20230915160208NAL0015476851001

Peter Alford

Name: Peter Alford — Peter Alford Retirement Plan, Form 5500 (2022)
Creator: Peter Alford
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Alford Retirement Plan

401(k) retirement plan · Peter Alford's Peter Alford Retirement Plan held $175K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan identifiers

Peter Alford's EIN is 95-4220277.

EIN 95-4220277

Plan number 001

Plan year 2022

ACK ID 20230915160208NAL0015476851001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Peter Alford from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Peter Alford's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (95th percentile).

Plan sponsor

Name

PETER ALFORD

EIN

all filings

Address

PO BOX 1989-517 · BIG BEAR LAKE, CA · 92315

Phone

(310) 278-6634

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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