Lloyd E. Peterson, Jr., P.A.
Plan context: Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust
EIN 59-2999441 • 5 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
3
2008 Assets
$234,309
2008 Contributions
$53,150
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust | - | 0 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $234,309 | $53,150 | $17,717iApproximate average salary by contribution assumption: employee only about $442,917 at 4% or $295,278 at 6%; with 50% employer match about $295,278 at 4% or $196,852 at 6%; with 100% employer match about $221,458 at 4% or $147,639 at 6%. |
| Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust | - | 3 | $234,309 | $53,150 | $17,717iApproximate average salary by contribution assumption: employee only about $442,917 at 4% or $295,278 at 6%; with 50% employer match about $295,278 at 4% or $196,852 at 6%; with 100% employer match about $221,458 at 4% or $147,639 at 6%. |
| 2005 | 1 | 2 | $180,047 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust | - | 2 | $180,047 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2004 | 1 | 2 | $0 | $0 | - |
| Lloyd E. Peterson, Jr., P.A. Retirement Plan and Trust | - | 2 | - | - | - |