Civic Intelligence

Peters Advisors LLC

Plan context: Peters Advisors 401(K)

EIN 27-0192518 • Morristown, NJ • 9 filings • 1 plans

60 Washington StreetSuite #101Morristown, NJ 07960
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$963,444

2023 Contributions

$100,865

Historical Graphs

Total Assets Over Time

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

$1,010,702$505,351$0201320192023YearValue
$963,444Latest year 2023

Participants Over Time

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

21110201320192023YearValue
16Latest year 2023

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
2023116$963,444$100,865$6,304iApproximate average salary by contribution assumption: employee only about $157,602 at 4% or $105,068 at 6%; with 50% employer match about $105,068 at 4% or $70,045 at 6%; with 100% employer match about $78,801 at 4% or $52,534 at 6%.
Peters Advisors 401(K)-16$963,444$100,865$6,304iApproximate average salary by contribution assumption: employee only about $157,602 at 4% or $105,068 at 6%; with 50% employer match about $105,068 at 4% or $70,045 at 6%; with 100% employer match about $78,801 at 4% or $52,534 at 6%.
2022117$826,008$132,190$7,776iApproximate average salary by contribution assumption: employee only about $194,397 at 4% or $129,598 at 6%; with 50% employer match about $129,598 at 4% or $86,399 at 6%; with 100% employer match about $97,199 at 4% or $64,799 at 6%.
Peters Advisors 401(K)-17$826,008$132,190$7,776iApproximate average salary by contribution assumption: employee only about $194,397 at 4% or $129,598 at 6%; with 50% employer match about $129,598 at 4% or $86,399 at 6%; with 100% employer match about $97,199 at 4% or $64,799 at 6%.
2021117$1,010,702$165,885$9,758iApproximate average salary by contribution assumption: employee only about $243,949 at 4% or $162,632 at 6%; with 50% employer match about $162,632 at 4% or $108,422 at 6%; with 100% employer match about $121,974 at 4% or $81,316 at 6%.
Peters Advisors 401(K)-17$1,010,702$165,885$9,758iApproximate average salary by contribution assumption: employee only about $243,949 at 4% or $162,632 at 6%; with 50% employer match about $162,632 at 4% or $108,422 at 6%; with 100% employer match about $121,974 at 4% or $81,316 at 6%.
2020119$744,301$171,534$9,028iApproximate average salary by contribution assumption: employee only about $225,703 at 4% or $150,468 at 6%; with 50% employer match about $150,468 at 4% or $100,312 at 6%; with 100% employer match about $112,851 at 4% or $75,234 at 6%.
Peters Advisors 401(K)-19$744,301$171,534$9,028iApproximate average salary by contribution assumption: employee only about $225,703 at 4% or $150,468 at 6%; with 50% employer match about $150,468 at 4% or $100,312 at 6%; with 100% employer match about $112,851 at 4% or $75,234 at 6%.
2019121$969,084$129,030$6,144iApproximate average salary by contribution assumption: employee only about $153,607 at 4% or $102,405 at 6%; with 50% employer match about $102,405 at 4% or $68,270 at 6%; with 100% employer match about $76,804 at 4% or $51,202 at 6%.
Peters Advisors 401(K)-21$969,084$129,030$6,144iApproximate average salary by contribution assumption: employee only about $153,607 at 4% or $102,405 at 6%; with 50% employer match about $102,405 at 4% or $68,270 at 6%; with 100% employer match about $76,804 at 4% or $51,202 at 6%.
2016111$336,752$69,902$6,355iApproximate average salary by contribution assumption: employee only about $158,868 at 4% or $105,912 at 6%; with 50% employer match about $105,912 at 4% or $70,608 at 6%; with 100% employer match about $79,434 at 4% or $52,956 at 6%.
Peters Advisors 401(K)-11$336,752$69,902$6,355iApproximate average salary by contribution assumption: employee only about $158,868 at 4% or $105,912 at 6%; with 50% employer match about $105,912 at 4% or $70,608 at 6%; with 100% employer match about $79,434 at 4% or $52,956 at 6%.
2015110$260,149$97,028$9,703iApproximate average salary by contribution assumption: employee only about $242,570 at 4% or $161,713 at 6%; with 50% employer match about $161,713 at 4% or $107,809 at 6%; with 100% employer match about $121,285 at 4% or $80,857 at 6%.
Peters Advisors 401(K)-10$260,149$97,028$9,703iApproximate average salary by contribution assumption: employee only about $242,570 at 4% or $161,713 at 6%; with 50% employer match about $161,713 at 4% or $107,809 at 6%; with 100% employer match about $121,285 at 4% or $80,857 at 6%.
201419$170,375$86,947$9,661iApproximate average salary by contribution assumption: employee only about $241,519 at 4% or $161,013 at 6%; with 50% employer match about $161,013 at 4% or $107,342 at 6%; with 100% employer match about $120,760 at 4% or $80,506 at 6%.
Peters Advisors 401(K)-9$170,375$86,947$9,661iApproximate average salary by contribution assumption: employee only about $241,519 at 4% or $161,013 at 6%; with 50% employer match about $161,013 at 4% or $107,342 at 6%; with 100% employer match about $120,760 at 4% or $80,506 at 6%.
201317$85,623$84,746$12,107iApproximate average salary by contribution assumption: employee only about $302,664 at 4% or $201,776 at 6%; with 50% employer match about $201,776 at 4% or $134,517 at 6%; with 100% employer match about $151,332 at 4% or $100,888 at 6%.
Peters Advisors 401(K)-7$85,623$84,746$12,107iApproximate average salary by contribution assumption: employee only about $302,664 at 4% or $201,776 at 6%; with 50% employer match about $201,776 at 4% or $134,517 at 6%; with 100% employer match about $151,332 at 4% or $100,888 at 6%.