Civic Intelligence

PETERSEN FUNERAL SERVICE, INC.

Plan context: PETERSEN FUNERAL SERVICE, INC., INTEGRATED 401(K) PROFIT SHARING PLAN

EIN 35-2307902 • Indianola, IA • 11 filings • 4 plans

501 West Ashland AvenueIndianola, IA 50125
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,287,167

2025 Contributions

$59,600

Historical Graphs

Total Assets Over Time

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

$1,287,167$643,584$0201020162025YearValue
$1,287,167Latest year 2025

Participants Over Time

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

420201020162025YearValue
4Latest 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
202514$1,287,167$59,600$14,900iApproximate average salary by contribution assumption: employee only about $372,500 at 4% or $248,333 at 6%; with 50% employer match about $248,333 at 4% or $165,556 at 6%; with 100% employer match about $186,250 at 4% or $124,167 at 6%.
PETERSEN FUNERAL SERVICE, INC., INTEGRATED 401(K) PROFIT SHARING PLAN-4$1,287,167$59,600$14,900iApproximate average salary by contribution assumption: employee only about $372,500 at 4% or $248,333 at 6%; with 50% employer match about $248,333 at 4% or $165,556 at 6%; with 100% employer match about $186,250 at 4% or $124,167 at 6%.
202013$667,250$63,530$21,177iApproximate average salary by contribution assumption: employee only about $529,417 at 4% or $352,944 at 6%; with 50% employer match about $352,944 at 4% or $235,296 at 6%; with 100% employer match about $264,708 at 4% or $176,472 at 6%.
PETERSEN FUNERAL SERVICE, INC., INTEGRATED 401(K) PROFIT SHARING PLAN-3$667,250$63,530$21,177iApproximate average salary by contribution assumption: employee only about $529,417 at 4% or $352,944 at 6%; with 50% employer match about $352,944 at 4% or $235,296 at 6%; with 100% employer match about $264,708 at 4% or $176,472 at 6%.
201913$526,396$58,033$19,344iApproximate average salary by contribution assumption: employee only about $483,608 at 4% or $322,406 at 6%; with 50% employer match about $322,406 at 4% or $214,937 at 6%; with 100% employer match about $241,804 at 4% or $161,203 at 6%.
PETERSEN FUNERAL SERVICE, INC., INTEGRATED 401(K) PROFIT SHARING PLAN-3$526,396$58,033$19,344iApproximate average salary by contribution assumption: employee only about $483,608 at 4% or $322,406 at 6%; with 50% employer match about $322,406 at 4% or $214,937 at 6%; with 100% employer match about $241,804 at 4% or $161,203 at 6%.
201813$393,153$43,080$14,360iApproximate average salary by contribution assumption: employee only about $359,000 at 4% or $239,333 at 6%; with 50% employer match about $239,333 at 4% or $159,556 at 6%; with 100% employer match about $179,500 at 4% or $119,667 at 6%.
PETERSEN FUNERAL SERVICE, INC., INTEGRATED 401K PROFIT SHARING PLAN-3$393,153$43,080$14,360iApproximate average salary by contribution assumption: employee only about $359,000 at 4% or $239,333 at 6%; with 50% employer match about $239,333 at 4% or $159,556 at 6%; with 100% employer match about $179,500 at 4% or $119,667 at 6%.
201713$369,566$70,039$23,346iApproximate average salary by contribution assumption: employee only about $583,658 at 4% or $389,106 at 6%; with 50% employer match about $389,106 at 4% or $259,404 at 6%; with 100% employer match about $291,829 at 4% or $194,553 at 6%.
PETERSEN FS, INC., I-401(K) PSP-3$369,566$70,039$23,346iApproximate average salary by contribution assumption: employee only about $583,658 at 4% or $389,106 at 6%; with 50% employer match about $389,106 at 4% or $259,404 at 6%; with 100% employer match about $291,829 at 4% or $194,553 at 6%.
201613$260,757$65,475$21,825iApproximate average salary by contribution assumption: employee only about $545,625 at 4% or $363,750 at 6%; with 50% employer match about $363,750 at 4% or $242,500 at 6%; with 100% employer match about $272,813 at 4% or $181,875 at 6%.
PETERSEN FS, INC., I-401K PSP-3$260,757$65,475$21,825iApproximate average salary by contribution assumption: employee only about $545,625 at 4% or $363,750 at 6%; with 50% employer match about $363,750 at 4% or $242,500 at 6%; with 100% employer match about $272,813 at 4% or $181,875 at 6%.
201513$184,426$57,990$19,330iApproximate average salary by contribution assumption: employee only about $483,250 at 4% or $322,167 at 6%; with 50% employer match about $322,167 at 4% or $214,778 at 6%; with 100% employer match about $241,625 at 4% or $161,083 at 6%.
PETERSEN FS, INC., I-401K PSP-3$184,426$57,990$19,330iApproximate average salary by contribution assumption: employee only about $483,250 at 4% or $322,167 at 6%; with 50% employer match about $322,167 at 4% or $214,778 at 6%; with 100% employer match about $241,625 at 4% or $161,083 at 6%.
201413$127,330$37,552$12,517iApproximate average salary by contribution assumption: employee only about $312,933 at 4% or $208,622 at 6%; with 50% employer match about $208,622 at 4% or $139,081 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%.
PETERSEN FS, INC., I-401K PSP-3$127,330$37,552$12,517iApproximate average salary by contribution assumption: employee only about $312,933 at 4% or $208,622 at 6%; with 50% employer match about $208,622 at 4% or $139,081 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%.
201212$53,365$35,441$17,721iApproximate average salary by contribution assumption: employee only about $443,013 at 4% or $295,342 at 6%; with 50% employer match about $295,342 at 4% or $196,894 at 6%; with 100% employer match about $221,506 at 4% or $147,671 at 6%.
PETERSEN FS, INC., I-401K PSP-2$53,365$35,441$17,721iApproximate average salary by contribution assumption: employee only about $443,013 at 4% or $295,342 at 6%; with 50% employer match about $295,342 at 4% or $196,894 at 6%; with 100% employer match about $221,506 at 4% or $147,671 at 6%.
201113$20,565$0-
PETERSEN FS, INC., I-401K PSP-3$20,565--
201013$20,565$20,565$6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%.
PETERSEN FS, INC., I-401K PSP-3$20,565$20,565$6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%.