Civic Intelligence

Paul Petersen Inc.

Plan context: Paul Petersen Inc. Retirement Plan

EIN 47-2179494 • 11 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$277,047

2024 Contributions

$100

Historical Graphs

Total Assets Over Time

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

$277,047$138,524$0201420192024YearValue
$277,047Latest year 2024

Participants Over Time

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

110201420192024YearValue
1Latest 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
202411$277,047$0-
Paul Petersen Inc. Retirement Plan-1$277,047--
202311$242,531$0-
Paul Petersen Inc. Retirement Plan-1$242,531--
202211$207,186$0-
Paul Petersen Inc. Retirement Plan-1$207,186--
202111$202,746$0-
Paul Petersen Inc. Retirement Plan-1$202,746--
202011$158,171$0-
Paul Petersen Inc. Retirement Plan-1$158,171--
201911$144,039$0-
Paul Petersen Inc. Retirement Plan-1$144,039--
201811$194,349$0-
Paul Petersen Inc. Retirement Plan-1$194,349--
201711$178,770$100$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Paul Petersen Inc. Retirement Plan-1$178,770$100$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
201611$115,476$0-
Paul Petersen Inc. Retirement Plan-1$115,476--
201511$87,228$118,035$118,035iApproximate average salary by contribution assumption: employee only about $2,950,875 at 4% or $1,967,250 at 6%; with 50% employer match about $1,967,250 at 4% or $1,311,500 at 6%; with 100% employer match about $1,475,438 at 4% or $983,625 at 6%.
Paul Petersen Inc. Retirement Plan-1$87,228$118,035$118,035iApproximate average salary by contribution assumption: employee only about $2,950,875 at 4% or $1,967,250 at 6%; with 50% employer match about $1,967,250 at 4% or $1,311,500 at 6%; with 100% employer match about $1,475,438 at 4% or $983,625 at 6%.
201411$28,552$136,210$136,210iApproximate average salary by contribution assumption: employee only about $3,405,250 at 4% or $2,270,167 at 6%; with 50% employer match about $2,270,167 at 4% or $1,513,444 at 6%; with 100% employer match about $1,702,625 at 4% or $1,135,083 at 6%.
Paul Petersen Inc. Retirement Plan-1$28,552$136,210$136,210iApproximate average salary by contribution assumption: employee only about $3,405,250 at 4% or $2,270,167 at 6%; with 50% employer match about $2,270,167 at 4% or $1,513,444 at 6%; with 100% employer match about $1,702,625 at 4% or $1,135,083 at 6%.