Civic Intelligence

David M Peterson PC

Plan context: The Peterson PC Retirement Plan Pro Fit Sharing

EIN 13-3978911 • New York, NY • 38 filings • 11 plans

65 BroadwayNew York, NY 10006
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$8,398,858

2025 Contributions

$219,419

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,398,858$4,199,429$0199920142025YearValue
$8,398,858Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740199920122025YearValue
7Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202527$8,398,858$219,419$31,346iApproximate average salary by contribution assumption: employee only about $783,639 at 4% or $522,426 at 6%; with 50% employer match about $522,426 at 4% or $348,284 at 6%; with 100% employer match about $391,820 at 4% or $261,213 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-6$6,603,196$96,419$16,070iApproximate average salary by contribution assumption: employee only about $401,746 at 4% or $267,831 at 6%; with 50% employer match about $267,831 at 4% or $178,554 at 6%; with 100% employer match about $200,873 at 4% or $133,915 at 6%.
DAVID M. PETERSON PC CASH BALANCE PLAN-7$1,795,662$123,000$17,571iApproximate average salary by contribution assumption: employee only about $439,286 at 4% or $292,857 at 6%; with 50% employer match about $292,857 at 4% or $195,238 at 6%; with 100% employer match about $219,643 at 4% or $146,429 at 6%.
202425$7,133,420$280,848$56,170iApproximate average salary by contribution assumption: employee only about $1,404,240 at 4% or $936,160 at 6%; with 50% employer match about $936,160 at 4% or $624,107 at 6%; with 100% employer match about $702,120 at 4% or $468,080 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-4$5,560,019$81,848$20,462iApproximate average salary by contribution assumption: employee only about $511,550 at 4% or $341,033 at 6%; with 50% employer match about $341,033 at 4% or $227,356 at 6%; with 100% employer match about $255,775 at 4% or $170,517 at 6%.
DAVID M. PETERSON PC CASH BALANCE PLAN-5$1,573,401$199,000$39,800iApproximate average salary by contribution assumption: employee only about $995,000 at 4% or $663,333 at 6%; with 50% employer match about $663,333 at 4% or $442,222 at 6%; with 100% employer match about $497,500 at 4% or $331,667 at 6%.
202326$5,220,406$587,512$97,919iApproximate average salary by contribution assumption: employee only about $2,447,967 at 4% or $1,631,978 at 6%; with 50% employer match about $1,631,978 at 4% or $1,087,985 at 6%; with 100% employer match about $1,223,983 at 4% or $815,989 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-5$4,202,178$87,512$17,502iApproximate average salary by contribution assumption: employee only about $437,560 at 4% or $291,707 at 6%; with 50% employer match about $291,707 at 4% or $194,471 at 6%; with 100% employer match about $218,780 at 4% or $145,853 at 6%.
DAVID M. PETERSON PC CASH BALANCE PLAN-6$1,018,228$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
202226$3,114,695$296,962$49,494iApproximate average salary by contribution assumption: employee only about $1,237,342 at 4% or $824,894 at 6%; with 50% employer match about $824,894 at 4% or $549,930 at 6%; with 100% employer match about $618,671 at 4% or $412,447 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-6$2,768,692$84,962$14,160iApproximate average salary by contribution assumption: employee only about $354,008 at 4% or $236,006 at 6%; with 50% employer match about $236,006 at 4% or $157,337 at 6%; with 100% employer match about $177,004 at 4% or $118,003 at 6%.
DAVID M. PETERSON PC CASH BALANCE PLAN-6$346,003$212,000$35,333iApproximate average salary by contribution assumption: employee only about $883,333 at 4% or $588,889 at 6%; with 50% employer match about $588,889 at 4% or $392,593 at 6%; with 100% employer match about $441,667 at 4% or $294,444 at 6%.
202126$3,833,883$247,400$41,233iApproximate average salary by contribution assumption: employee only about $1,030,833 at 4% or $687,222 at 6%; with 50% employer match about $687,222 at 4% or $458,148 at 6%; with 100% employer match about $515,417 at 4% or $343,611 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-6$3,623,883$37,400$6,233iApproximate average salary by contribution assumption: employee only about $155,833 at 4% or $103,889 at 6%; with 50% employer match about $103,889 at 4% or $69,259 at 6%; with 100% employer match about $77,917 at 4% or $51,944 at 6%.
DAVID M. PETERSON PC CASH BALANCE PLAN-6$210,000$210,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
202011$2,761,612$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-1$2,761,612$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201911$1,680,488$736,221$736,221iApproximate average salary by contribution assumption: employee only about $18,405,525 at 4% or $12,270,350 at 6%; with 50% employer match about $12,270,350 at 4% or $8,180,233 at 6%; with 100% employer match about $9,202,763 at 4% or $6,135,175 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-1$1,680,488$736,221$736,221iApproximate average salary by contribution assumption: employee only about $18,405,525 at 4% or $12,270,350 at 6%; with 50% employer match about $12,270,350 at 4% or $8,180,233 at 6%; with 100% employer match about $9,202,763 at 4% or $6,135,175 at 6%.
201812$944,267$0-
The Peterson PC Retirement Plan Pro Fit Sharing-2$944,267$0-
201714$1,039,655$0-
The Peterson PC Retirement Plan Pro Fit Sharing-4$1,039,655$0-
201617$865,576$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-7$865,576$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
201516$847,987$70,750$11,792iApproximate average salary by contribution assumption: employee only about $294,792 at 4% or $196,528 at 6%; with 50% employer match about $196,528 at 4% or $131,019 at 6%; with 100% employer match about $147,396 at 4% or $98,264 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-6$847,987$70,750$11,792iApproximate average salary by contribution assumption: employee only about $294,792 at 4% or $196,528 at 6%; with 50% employer match about $196,528 at 4% or $131,019 at 6%; with 100% employer match about $147,396 at 4% or $98,264 at 6%.
201414$717,563$0-
The Peterson PC Retirement Plan Pro Fit Sharing-4$717,563$0-
201214$543,096$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-4$543,096$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201116$538,310$58,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-6$538,310$58,000$9,667iApproximate average salary by contribution assumption: employee only about $241,667 at 4% or $161,111 at 6%; with 50% employer match about $161,111 at 4% or $107,407 at 6%; with 100% employer match about $120,833 at 4% or $80,556 at 6%.
201015$529,262$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-5$529,262$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200915$435,001$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-5$435,001$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200722$562,906$35,126$17,563iApproximate average salary by contribution assumption: employee only about $439,075 at 4% or $292,717 at 6%; with 50% employer match about $292,717 at 4% or $195,144 at 6%; with 100% employer match about $219,538 at 4% or $146,358 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-2$562,906$19,702$9,851iApproximate average salary by contribution assumption: employee only about $246,275 at 4% or $164,183 at 6%; with 50% employer match about $164,183 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
THE PETERSON PC RETIREMENT PLAN-PENSION-0-$15,424-
200623$489,844$56,824$18,941iApproximate average salary by contribution assumption: employee only about $473,533 at 4% or $315,689 at 6%; with 50% employer match about $315,689 at 4% or $210,459 at 6%; with 100% employer match about $236,767 at 4% or $157,844 at 6%.
THE PETERSON PC RETIREMENT PLAN-PENSION-3$277,713$28,000$9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$212,131$28,824$9,608iApproximate average salary by contribution assumption: employee only about $240,200 at 4% or $160,133 at 6%; with 50% employer match about $160,133 at 4% or $106,756 at 6%; with 100% employer match about $120,100 at 4% or $80,067 at 6%.
200523$385,509$51,929$17,310iApproximate average salary by contribution assumption: employee only about $432,742 at 4% or $288,494 at 6%; with 50% employer match about $288,494 at 4% or $192,330 at 6%; with 100% employer match about $216,371 at 4% or $144,247 at 6%.
THE PETERSON PC RETIREMENT PLAN-PENSION-3$222,157$25,688$8,563iApproximate average salary by contribution assumption: employee only about $214,067 at 4% or $142,711 at 6%; with 50% employer match about $142,711 at 4% or $95,141 at 6%; with 100% employer match about $107,033 at 4% or $71,356 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$163,352$26,241$8,747iApproximate average salary by contribution assumption: employee only about $218,675 at 4% or $145,783 at 6%; with 50% employer match about $145,783 at 4% or $97,189 at 6%; with 100% employer match about $109,338 at 4% or $72,892 at 6%.
200423$407,562$48,896$16,299iApproximate average salary by contribution assumption: employee only about $407,467 at 4% or $271,644 at 6%; with 50% employer match about $271,644 at 4% or $181,096 at 6%; with 100% employer match about $203,733 at 4% or $135,822 at 6%.
THE PETERSON PC RETIREMENT PLAN-PENSION-3$239,675$21,615$7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,083 at 6%; with 50% employer match about $120,083 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$167,887$27,281$9,094iApproximate average salary by contribution assumption: employee only about $227,342 at 4% or $151,561 at 6%; with 50% employer match about $151,561 at 4% or $101,041 at 6%; with 100% employer match about $113,671 at 4% or $75,781 at 6%.
200322$317,243$59,028$29,514iApproximate average salary by contribution assumption: employee only about $737,850 at 4% or $491,900 at 6%; with 50% employer match about $491,900 at 4% or $327,933 at 6%; with 100% employer match about $368,925 at 4% or $245,950 at 6%.
THE PETERSON PC RETIREMENT PLAN - PENSION-2$192,875$27,875$13,938iApproximate average salary by contribution assumption: employee only about $348,438 at 4% or $232,292 at 6%; with 50% employer match about $232,292 at 4% or $154,861 at 6%; with 100% employer match about $174,219 at 4% or $116,146 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-2$124,368$31,153$15,577iApproximate average salary by contribution assumption: employee only about $389,413 at 4% or $259,608 at 6%; with 50% employer match about $259,608 at 4% or $173,072 at 6%; with 100% employer match about $194,706 at 4% or $129,804 at 6%.
200223$200,530$52,725$17,575iApproximate average salary by contribution assumption: employee only about $439,375 at 4% or $292,917 at 6%; with 50% employer match about $292,917 at 4% or $195,278 at 6%; with 100% employer match about $219,688 at 4% or $146,458 at 6%.
THE PETERSON PC RETIREMENT PLAN PEN SION-3$128,082$34,313$11,438iApproximate average salary by contribution assumption: employee only about $285,942 at 4% or $190,628 at 6%; with 50% employer match about $190,628 at 4% or $127,085 at 6%; with 100% employer match about $142,971 at 4% or $95,314 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$72,448$18,412$6,137iApproximate average salary by contribution assumption: employee only about $153,433 at 4% or $102,289 at 6%; with 50% employer match about $102,289 at 4% or $68,193 at 6%; with 100% employer match about $76,717 at 4% or $51,144 at 6%.
200123$0$0-
THE PETERSON PC RETIREMENT PLANPENSION-3---
The Peterson PC Retirement Plan Pro Fit Sharing-3---
200023$142,371$45,912$15,304iApproximate average salary by contribution assumption: employee only about $382,600 at 4% or $255,067 at 6%; with 50% employer match about $255,067 at 4% or $170,044 at 6%; with 100% employer match about $191,300 at 4% or $127,533 at 6%.
THE PETERSON PC RETIREMENT PLAN PEN SION-3$90,467$33,611$11,204iApproximate average salary by contribution assumption: employee only about $280,092 at 4% or $186,728 at 6%; with 50% employer match about $186,728 at 4% or $124,485 at 6%; with 100% employer match about $140,046 at 4% or $93,364 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$51,904$12,301$4,100iApproximate average salary by contribution assumption: employee only about $102,508 at 4% or $68,339 at 6%; with 50% employer match about $68,339 at 4% or $45,559 at 6%; with 100% employer match about $51,254 at 4% or $34,169 at 6%.
199913$37,941$15,478$5,159iApproximate average salary by contribution assumption: employee only about $128,983 at 4% or $85,989 at 6%; with 50% employer match about $85,989 at 4% or $57,326 at 6%; with 100% employer match about $64,492 at 4% or $42,994 at 6%.
The Peterson PC Retirement Plan Pro Fit Sharing-3$37,941$15,478$5,159iApproximate average salary by contribution assumption: employee only about $128,983 at 4% or $85,989 at 6%; with 50% employer match about $85,989 at 4% or $57,326 at 6%; with 100% employer match about $64,492 at 4% or $42,994 at 6%.