Civic Intelligence

Peterson & Ross

Plan context: Peterson & Ross Retirement Plan & Trust

EIN 36-2134323 • 27 filings • 9 plans

Current Snapshot

Latest Year

2003

2003 Participants

123

2003 Assets

$15,663,522

2003 Contributions

$23,935

Historical Graphs

Total Assets Over Time

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

$39,697,347$19,848,674$0199920012003YearValue
$15,663,522Latest year 2003

Participants Over Time

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

2081040199920012002YearValue
123Latest year 2002

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
200360$15,663,522$23,935-
Peterson & Ross Retirement Plan & Trust-0$15,663,522--
Peterson & Ross Partners Profit Sharing Plan & Trust-0---
Peterson & Ross 401K Investment Plan & Trust-0-$5,120-
GROUP INSURANCE PLAN-0---
LONG TERM DISABILITY-0---
Peterson Ross 401K Savings Plan Trust-0-$18,815-
20027123$25,763,145$1,093,102$8,887iApproximate average salary by contribution assumption: employee only about $222,175 at 4% or $148,117 at 6%; with 50% employer match about $148,117 at 4% or $98,745 at 6%; with 100% employer match about $111,088 at 4% or $74,058 at 6%.
Peterson & Ross Retirement Plan & Trust-52$15,154,233--
Peterson Ross 401K Savings Plan Trust-92$5,419,659$684,638$7,442iApproximate average salary by contribution assumption: employee only about $186,043 at 4% or $124,029 at 6%; with 50% employer match about $124,029 at 4% or $82,686 at 6%; with 100% employer match about $93,021 at 4% or $62,014 at 6%.
Peterson & Ross Partners Profit Sharing Plan & Trust-33$4,655,232$242,015$7,334iApproximate average salary by contribution assumption: employee only about $183,345 at 4% or $122,230 at 6%; with 50% employer match about $122,230 at 4% or $81,487 at 6%; with 100% employer match about $91,672 at 4% or $61,115 at 6%.
Peterson & Ross 401K Investment Plan & Trust-25$534,021$166,449$6,658iApproximate average salary by contribution assumption: employee only about $166,449 at 4% or $110,966 at 6%; with 50% employer match about $110,966 at 4% or $73,977 at 6%; with 100% employer match about $83,225 at 4% or $55,483 at 6%.
LONG TERM DISABILITY-123---
GROUP INSURANCE PLAN-123---
PETERSON & ROSS PREMIUM ONLY PLAN-75---
20015170$24,588,141$478,580$2,815iApproximate average salary by contribution assumption: employee only about $70,379 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
Peterson & Ross Retirement Plan & Trust-57$18,556,660--
Peterson Ross 401K Savings Plan Trust-170$6,031,481$478,580$2,815iApproximate average salary by contribution assumption: employee only about $70,379 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
Peterson & Ross Partners Profit Sharing Plan & Trust-38---
LONG TERM DISABILITY-132---
GROUP INSURANCE PLAN-130---
20005208$28,795,554$924,685$4,446iApproximate average salary by contribution assumption: employee only about $111,140 at 4% or $74,093 at 6%; with 50% employer match about $74,093 at 4% or $49,396 at 6%; with 100% employer match about $55,570 at 4% or $37,047 at 6%.
Peterson & Ross Retirement Plan & Trust-66$21,309,015$139,429$2,113iApproximate average salary by contribution assumption: employee only about $52,814 at 4% or $35,209 at 6%; with 50% employer match about $35,209 at 4% or $23,473 at 6%; with 100% employer match about $26,407 at 4% or $17,605 at 6%.
Peterson Ross 401K Savings Plan Trust-208$6,777,320$567,097$2,726iApproximate average salary by contribution assumption: employee only about $68,161 at 4% or $45,440 at 6%; with 50% employer match about $45,440 at 4% or $30,294 at 6%; with 100% employer match about $34,080 at 4% or $22,720 at 6%.
Peterson & Ross 401K Investment Plan & Trust-40$709,219$218,159$5,454iApproximate average salary by contribution assumption: employee only about $136,349 at 4% or $90,900 at 6%; with 50% employer match about $90,900 at 4% or $60,600 at 6%; with 100% employer match about $68,175 at 4% or $45,450 at 6%.
Peterson & Ross Partners Profit Sharing Plan & Trust-31---
LONG TERM DISABILITY-160---
19994151$39,697,347$920,669$6,097iApproximate average salary by contribution assumption: employee only about $152,429 at 4% or $101,619 at 6%; with 50% employer match about $101,619 at 4% or $67,746 at 6%; with 100% employer match about $76,214 at 4% or $50,810 at 6%.
Peterson & Ross Retirement Plan & Trust-71$23,539,739--
Peterson & Ross Partners Profit Sharing Plan & Trust-50$8,418,053--
Peterson Ross 401K Savings Plan Trust-151$7,103,812$643,134$4,259iApproximate average salary by contribution assumption: employee only about $106,479 at 4% or $70,986 at 6%; with 50% employer match about $70,986 at 4% or $47,324 at 6%; with 100% employer match about $53,240 at 4% or $35,493 at 6%.
Peterson & Ross 401K Investment Plan & Trust-41$635,743$277,535$6,769iApproximate average salary by contribution assumption: employee only about $169,229 at 4% or $112,819 at 6%; with 50% employer match about $112,819 at 4% or $75,213 at 6%; with 100% employer match about $84,614 at 4% or $56,410 at 6%.
Peterson & Ross | EIN 36-2134323 | 2003 Form 5500 Company Profile