Civic Intelligence

Petersen Partners Inc.

Plan context: Petersen Partners Inc. 401(K) Retirement Plan

EIN 20-0550972 • Rio Verde, AZ • 12 filings • 2 plans

17904 E Veit Springs DriveRio Verde, AZ 85263
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,426,145

2025 Contributions

$158,520

Historical Graphs

Total Assets Over Time

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

$1,426,145$713,073$0201520202024YearValue
$1,426,145Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest year 2024

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
202510$0$0-
Petersen Partners Inc. 401(K) Retirement Plan-0$0--
202414$1,426,145$158,520$39,630iApproximate average salary by contribution assumption: employee only about $990,750 at 4% or $660,500 at 6%; with 50% employer match about $660,500 at 4% or $440,333 at 6%; with 100% employer match about $495,375 at 4% or $330,250 at 6%.
Petersen Partners Inc. 401(K) Retirement Plan-4$1,426,145$158,520$39,630iApproximate average salary by contribution assumption: employee only about $990,750 at 4% or $660,500 at 6%; with 50% employer match about $660,500 at 4% or $440,333 at 6%; with 100% employer match about $495,375 at 4% or $330,250 at 6%.
202313$1,185,891$152,675$50,892iApproximate average salary by contribution assumption: employee only about $1,272,292 at 4% or $848,194 at 6%; with 50% employer match about $848,194 at 4% or $565,463 at 6%; with 100% employer match about $636,146 at 4% or $424,097 at 6%.
Petersen Partners Inc. 401(K) Retirement Plan-3$1,185,891$152,675$50,892iApproximate average salary by contribution assumption: employee only about $1,272,292 at 4% or $848,194 at 6%; with 50% employer match about $848,194 at 4% or $565,463 at 6%; with 100% employer match about $636,146 at 4% or $424,097 at 6%.
202212$937,694$70,647$35,324iApproximate average salary by contribution assumption: employee only about $883,088 at 4% or $588,725 at 6%; with 50% employer match about $588,725 at 4% or $392,483 at 6%; with 100% employer match about $441,544 at 4% or $294,363 at 6%.
Petersen Partners Inc. 401(K) Retirement Plan-2$937,694$70,647$35,324iApproximate average salary by contribution assumption: employee only about $883,088 at 4% or $588,725 at 6%; with 50% employer match about $588,725 at 4% or $392,483 at 6%; with 100% employer match about $441,544 at 4% or $294,363 at 6%.
202122$1,046,019$70,985$35,493iApproximate average salary by contribution assumption: employee only about $887,313 at 4% or $591,542 at 6%; with 50% employer match about $591,542 at 4% or $394,361 at 6%; with 100% employer match about $443,656 at 4% or $295,771 at 6%.
Petersen Partners Inc. 401(K) Retirement Plan-2$1,046,019$3,800$1,900iApproximate average salary by contribution assumption: employee only about $47,500 at 4% or $31,667 at 6%; with 50% employer match about $31,667 at 4% or $21,111 at 6%; with 100% employer match about $23,750 at 4% or $15,833 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-0$0$67,185-
202014$1,078,034$158,892$39,723iApproximate average salary by contribution assumption: employee only about $993,075 at 4% or $662,050 at 6%; with 50% employer match about $662,050 at 4% or $441,367 at 6%; with 100% employer match about $496,538 at 4% or $331,025 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-4$1,078,034$158,892$39,723iApproximate average salary by contribution assumption: employee only about $993,075 at 4% or $662,050 at 6%; with 50% employer match about $662,050 at 4% or $441,367 at 6%; with 100% employer match about $496,538 at 4% or $331,025 at 6%.
201914$813,897$154,263$38,566iApproximate average salary by contribution assumption: employee only about $964,144 at 4% or $642,763 at 6%; with 50% employer match about $642,763 at 4% or $428,508 at 6%; with 100% employer match about $482,072 at 4% or $321,381 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-4$813,897$154,263$38,566iApproximate average salary by contribution assumption: employee only about $964,144 at 4% or $642,763 at 6%; with 50% employer match about $642,763 at 4% or $428,508 at 6%; with 100% employer match about $482,072 at 4% or $321,381 at 6%.
201814$575,047$154,290$38,573iApproximate average salary by contribution assumption: employee only about $964,313 at 4% or $642,875 at 6%; with 50% employer match about $642,875 at 4% or $428,583 at 6%; with 100% employer match about $482,156 at 4% or $321,438 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-4$575,047$154,290$38,573iApproximate average salary by contribution assumption: employee only about $964,313 at 4% or $642,875 at 6%; with 50% employer match about $642,875 at 4% or $428,583 at 6%; with 100% employer match about $482,156 at 4% or $321,438 at 6%.
201714$483,121$135,577$33,894iApproximate average salary by contribution assumption: employee only about $847,356 at 4% or $564,904 at 6%; with 50% employer match about $564,904 at 4% or $376,603 at 6%; with 100% employer match about $423,678 at 4% or $282,452 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-4$483,121$135,577$33,894iApproximate average salary by contribution assumption: employee only about $847,356 at 4% or $564,904 at 6%; with 50% employer match about $564,904 at 4% or $376,603 at 6%; with 100% employer match about $423,678 at 4% or $282,452 at 6%.
201613$313,158$131,292$43,764iApproximate average salary by contribution assumption: employee only about $1,094,100 at 4% or $729,400 at 6%; with 50% employer match about $729,400 at 4% or $486,267 at 6%; with 100% employer match about $547,050 at 4% or $364,700 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-3$313,158$131,292$43,764iApproximate average salary by contribution assumption: employee only about $1,094,100 at 4% or $729,400 at 6%; with 50% employer match about $729,400 at 4% or $486,267 at 6%; with 100% employer match about $547,050 at 4% or $364,700 at 6%.
201513$166,013$99,034$33,011iApproximate average salary by contribution assumption: employee only about $825,283 at 4% or $550,189 at 6%; with 50% employer match about $550,189 at 4% or $366,793 at 6%; with 100% employer match about $412,642 at 4% or $275,094 at 6%.
Petersen Partners Inc. 401K Profit Sharing Plan-3$166,013$99,034$33,011iApproximate average salary by contribution assumption: employee only about $825,283 at 4% or $550,189 at 6%; with 50% employer match about $550,189 at 4% or $366,793 at 6%; with 100% employer match about $412,642 at 4% or $275,094 at 6%.