Original filing (PDF)20251013193418NAL0002641456001

PETRO ENTERPRISES, INC.

Name: PETRO ENTERPRISES, INC. — PETRO ENTERPRISES, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: PETRO ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

PETRO ENTERPRISES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETRO ENTERPRISES, INC..

Plan sponsor

Name

PETRO ENTERPRISES, INC.

EIN

95-4671361

Address

13310 OSBORNE STREET · ARLETA, CA · 913314726

Phone

(818) 437-0446

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

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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