Keith D Peterson & Company Inc
Plan context: KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN
EIN 72-0483624 • Shreveport, LA • 31 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$9,331,076
2024 Contributions
$175,616
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $9,331,076 | $175,616 | $10,330iApproximate average salary by contribution assumption: employee only about $258,259 at 4% or $172,173 at 6%; with 50% employer match about $172,173 at 4% or $114,782 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 17 | $9,331,076 | $175,616 | $10,330iApproximate average salary by contribution assumption: employee only about $258,259 at 4% or $172,173 at 6%; with 50% employer match about $172,173 at 4% or $114,782 at 6%; with 100% employer match about $129,129 at 4% or $86,086 at 6%. |
| 2023 | 1 | 18 | $8,627,659 | $161,774 | $8,987iApproximate average salary by contribution assumption: employee only about $224,686 at 4% or $149,791 at 6%; with 50% employer match about $149,791 at 4% or $99,860 at 6%; with 100% employer match about $112,343 at 4% or $74,895 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 18 | $8,627,659 | $161,774 | $8,987iApproximate average salary by contribution assumption: employee only about $224,686 at 4% or $149,791 at 6%; with 50% employer match about $149,791 at 4% or $99,860 at 6%; with 100% employer match about $112,343 at 4% or $74,895 at 6%. |
| 2022 | 1 | 17 | $7,316,415 | $171,631 | $10,096iApproximate average salary by contribution assumption: employee only about $252,399 at 4% or $168,266 at 6%; with 50% employer match about $168,266 at 4% or $112,177 at 6%; with 100% employer match about $126,199 at 4% or $84,133 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 17 | $7,316,415 | $171,631 | $10,096iApproximate average salary by contribution assumption: employee only about $252,399 at 4% or $168,266 at 6%; with 50% employer match about $168,266 at 4% or $112,177 at 6%; with 100% employer match about $126,199 at 4% or $84,133 at 6%. |
| 2021 | 1 | 18 | $8,987,291 | $200,635 | $11,146iApproximate average salary by contribution assumption: employee only about $278,660 at 4% or $185,773 at 6%; with 50% employer match about $185,773 at 4% or $123,849 at 6%; with 100% employer match about $139,330 at 4% or $92,887 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 18 | $8,987,291 | $200,635 | $11,146iApproximate average salary by contribution assumption: employee only about $278,660 at 4% or $185,773 at 6%; with 50% employer match about $185,773 at 4% or $123,849 at 6%; with 100% employer match about $139,330 at 4% or $92,887 at 6%. |
| 2020 | 1 | 19 | $7,559,808 | $176,999 | $9,316iApproximate average salary by contribution assumption: employee only about $232,893 at 4% or $155,262 at 6%; with 50% employer match about $155,262 at 4% or $103,508 at 6%; with 100% employer match about $116,447 at 4% or $77,631 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 19 | $7,559,808 | $176,999 | $9,316iApproximate average salary by contribution assumption: employee only about $232,893 at 4% or $155,262 at 6%; with 50% employer match about $155,262 at 4% or $103,508 at 6%; with 100% employer match about $116,447 at 4% or $77,631 at 6%. |
| 2019 | 1 | 19 | $6,424,483 | $323,604 | $17,032iApproximate average salary by contribution assumption: employee only about $425,795 at 4% or $283,863 at 6%; with 50% employer match about $283,863 at 4% or $189,242 at 6%; with 100% employer match about $212,897 at 4% or $141,932 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 19 | $6,424,483 | $323,604 | $17,032iApproximate average salary by contribution assumption: employee only about $425,795 at 4% or $283,863 at 6%; with 50% employer match about $283,863 at 4% or $189,242 at 6%; with 100% employer match about $212,897 at 4% or $141,932 at 6%. |
| 2018 | 1 | 18 | $6,952,912 | $54,239 | $3,013iApproximate average salary by contribution assumption: employee only about $75,332 at 4% or $50,221 at 6%; with 50% employer match about $50,221 at 4% or $33,481 at 6%; with 100% employer match about $37,666 at 4% or $25,111 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 18 | $6,952,912 | $54,239 | $3,013iApproximate average salary by contribution assumption: employee only about $75,332 at 4% or $50,221 at 6%; with 50% employer match about $50,221 at 4% or $33,481 at 6%; with 100% employer match about $37,666 at 4% or $25,111 at 6%. |
| 2017 | 1 | 21 | $7,596,583 | $172,151 | $8,198iApproximate average salary by contribution assumption: employee only about $204,942 at 4% or $136,628 at 6%; with 50% employer match about $136,628 at 4% or $91,085 at 6%; with 100% employer match about $102,471 at 4% or $68,314 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 21 | $7,596,583 | $172,151 | $8,198iApproximate average salary by contribution assumption: employee only about $204,942 at 4% or $136,628 at 6%; with 50% employer match about $136,628 at 4% or $91,085 at 6%; with 100% employer match about $102,471 at 4% or $68,314 at 6%. |
| 2016 | 1 | 20 | $6,764,004 | $167,009 | $8,350iApproximate average salary by contribution assumption: employee only about $208,761 at 4% or $139,174 at 6%; with 50% employer match about $139,174 at 4% or $92,783 at 6%; with 100% employer match about $104,381 at 4% or $69,587 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 20 | $6,764,004 | $167,009 | $8,350iApproximate average salary by contribution assumption: employee only about $208,761 at 4% or $139,174 at 6%; with 50% employer match about $139,174 at 4% or $92,783 at 6%; with 100% employer match about $104,381 at 4% or $69,587 at 6%. |
| 2015 | 1 | 19 | $6,077,284 | -$7,517 | - |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 19 | $6,077,284 | -$7,517 | - |
| 2014 | 1 | 22 | $6,386,042 | $141,157 | $6,416iApproximate average salary by contribution assumption: employee only about $160,406 at 4% or $106,937 at 6%; with 50% employer match about $106,937 at 4% or $71,291 at 6%; with 100% employer match about $80,203 at 4% or $53,469 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 22 | $6,386,042 | $141,157 | $6,416iApproximate average salary by contribution assumption: employee only about $160,406 at 4% or $106,937 at 6%; with 50% employer match about $106,937 at 4% or $71,291 at 6%; with 100% employer match about $80,203 at 4% or $53,469 at 6%. |
| 2013 | 1 | 23 | $6,634,326 | $163,134 | $7,093iApproximate average salary by contribution assumption: employee only about $177,320 at 4% or $118,213 at 6%; with 50% employer match about $118,213 at 4% or $78,809 at 6%; with 100% employer match about $88,660 at 4% or $59,107 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 23 | $6,634,326 | $163,134 | $7,093iApproximate average salary by contribution assumption: employee only about $177,320 at 4% or $118,213 at 6%; with 50% employer match about $118,213 at 4% or $78,809 at 6%; with 100% employer match about $88,660 at 4% or $59,107 at 6%. |
| 2012 | 1 | 29 | $6,391,783 | $200,325 | $6,908iApproximate average salary by contribution assumption: employee only about $172,694 at 4% or $115,129 at 6%; with 50% employer match about $115,129 at 4% or $76,753 at 6%; with 100% employer match about $86,347 at 4% or $57,565 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 29 | $6,391,783 | $200,325 | $6,908iApproximate average salary by contribution assumption: employee only about $172,694 at 4% or $115,129 at 6%; with 50% employer match about $115,129 at 4% or $76,753 at 6%; with 100% employer match about $86,347 at 4% or $57,565 at 6%. |
| 2011 | 1 | 33 | $5,617,081 | $216,662 | $6,566iApproximate average salary by contribution assumption: employee only about $164,138 at 4% or $109,425 at 6%; with 50% employer match about $109,425 at 4% or $72,950 at 6%; with 100% employer match about $82,069 at 4% or $54,713 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 33 | $5,617,081 | $216,662 | $6,566iApproximate average salary by contribution assumption: employee only about $164,138 at 4% or $109,425 at 6%; with 50% employer match about $109,425 at 4% or $72,950 at 6%; with 100% employer match about $82,069 at 4% or $54,713 at 6%. |
| 2010 | 1 | 36 | $5,767,270 | $240,800 | $6,689iApproximate average salary by contribution assumption: employee only about $167,222 at 4% or $111,481 at 6%; with 50% employer match about $111,481 at 4% or $74,321 at 6%; with 100% employer match about $83,611 at 4% or $55,741 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 36 | $5,767,270 | $240,800 | $6,689iApproximate average salary by contribution assumption: employee only about $167,222 at 4% or $111,481 at 6%; with 50% employer match about $111,481 at 4% or $74,321 at 6%; with 100% employer match about $83,611 at 4% or $55,741 at 6%. |
| 2009 | 1 | 38 | $4,885,835 | $243,177 | $6,399iApproximate average salary by contribution assumption: employee only about $159,985 at 4% or $106,657 at 6%; with 50% employer match about $106,657 at 4% or $71,104 at 6%; with 100% employer match about $79,992 at 4% or $53,328 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | - | 38 | $4,885,835 | $243,177 | $6,399iApproximate average salary by contribution assumption: employee only about $159,985 at 4% or $106,657 at 6%; with 50% employer match about $106,657 at 4% or $71,104 at 6%; with 100% employer match about $79,992 at 4% or $53,328 at 6%. |
| 2008 | 1 | 40 | $3,844,827 | $273,116 | $6,828iApproximate average salary by contribution assumption: employee only about $170,698 at 4% or $113,798 at 6%; with 50% employer match about $113,798 at 4% or $75,866 at 6%; with 100% employer match about $85,349 at 4% or $56,899 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 40 | $3,844,827 | $273,116 | $6,828iApproximate average salary by contribution assumption: employee only about $170,698 at 4% or $113,798 at 6%; with 50% employer match about $113,798 at 4% or $75,866 at 6%; with 100% employer match about $85,349 at 4% or $56,899 at 6%. |
| 2007 | 1 | 37 | $5,234,897 | $275,968 | $7,459iApproximate average salary by contribution assumption: employee only about $186,465 at 4% or $124,310 at 6%; with 50% employer match about $124,310 at 4% or $82,873 at 6%; with 100% employer match about $93,232 at 4% or $62,155 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 37 | $5,234,897 | $275,968 | $7,459iApproximate average salary by contribution assumption: employee only about $186,465 at 4% or $124,310 at 6%; with 50% employer match about $124,310 at 4% or $82,873 at 6%; with 100% employer match about $93,232 at 4% or $62,155 at 6%. |
| 2006 | 1 | 35 | $4,526,926 | $262,487 | $7,500iApproximate average salary by contribution assumption: employee only about $187,491 at 4% or $124,994 at 6%; with 50% employer match about $124,994 at 4% or $83,329 at 6%; with 100% employer match about $93,745 at 4% or $62,497 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 35 | $4,526,926 | $262,487 | $7,500iApproximate average salary by contribution assumption: employee only about $187,491 at 4% or $124,994 at 6%; with 50% employer match about $124,994 at 4% or $83,329 at 6%; with 100% employer match about $93,745 at 4% or $62,497 at 6%. |
| 2005 | 1 | 36 | $3,712,982 | $293,478 | $8,152iApproximate average salary by contribution assumption: employee only about $203,804 at 4% or $135,869 at 6%; with 50% employer match about $135,869 at 4% or $90,580 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 36 | $3,712,982 | $293,478 | $8,152iApproximate average salary by contribution assumption: employee only about $203,804 at 4% or $135,869 at 6%; with 50% employer match about $135,869 at 4% or $90,580 at 6%; with 100% employer match about $101,902 at 4% or $67,935 at 6%. |
| 2004 | 2 | 36 | $3,277,960 | $224,979 | $6,249iApproximate average salary by contribution assumption: employee only about $156,235 at 4% or $104,157 at 6%; with 50% employer match about $104,157 at 4% or $69,438 at 6%; with 100% employer match about $78,118 at 4% or $52,078 at 6%. |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 36 | $3,277,960 | $224,979 | $6,249iApproximate average salary by contribution assumption: employee only about $156,235 at 4% or $104,157 at 6%; with 50% employer match about $104,157 at 4% or $69,438 at 6%; with 100% employer match about $78,118 at 4% or $52,078 at 6%. |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 2 | 36 | $2,736,268 | $190,042 | $5,279iApproximate average salary by contribution assumption: employee only about $131,974 at 4% or $87,982 at 6%; with 50% employer match about $87,982 at 4% or $58,655 at 6%; with 100% employer match about $65,987 at 4% or $43,991 at 6%. |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 18 | $2,131,690 | - | - |
| KEITH D. PETERSON COMPANY, INC. 4 01 K RETIREMENT PLAN | - | 36 | $604,578 | $190,042 | $5,279iApproximate average salary by contribution assumption: employee only about $131,974 at 4% or $87,982 at 6%; with 50% employer match about $87,982 at 4% or $58,655 at 6%; with 100% employer match about $65,987 at 4% or $43,991 at 6%. |
| 2002 | 2 | 19 | $2,193,140 | $179,444 | $9,444iApproximate average salary by contribution assumption: employee only about $236,111 at 4% or $157,407 at 6%; with 50% employer match about $157,407 at 4% or $104,938 at 6%; with 100% employer match about $118,055 at 4% or $78,704 at 6%. |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 19 | $1,854,637 | - | - |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 5 | $338,503 | $179,444 | $35,889iApproximate average salary by contribution assumption: employee only about $897,220 at 4% or $598,147 at 6%; with 50% employer match about $598,147 at 4% or $398,764 at 6%; with 100% employer match about $448,610 at 4% or $299,073 at 6%. |
| 2001 | 2 | 33 | $2,287,603 | $184,913 | $5,603iApproximate average salary by contribution assumption: employee only about $140,086 at 4% or $93,390 at 6%; with 50% employer match about $93,390 at 4% or $62,260 at 6%; with 100% employer match about $70,043 at 4% or $46,695 at 6%. |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 19 | $2,022,051 | - | - |
| KEITH D. PETERSON & COMPANY, INC. 401K RETIREMENT PLAN | - | 33 | $265,552 | $184,913 | $5,603iApproximate average salary by contribution assumption: employee only about $140,086 at 4% or $93,390 at 6%; with 50% employer match about $93,390 at 4% or $62,260 at 6%; with 100% employer match about $70,043 at 4% or $46,695 at 6%. |
| 2000 | 2 | 31 | $2,266,580 | $89,136 | $2,875iApproximate average salary by contribution assumption: employee only about $71,884 at 4% or $47,923 at 6%; with 50% employer match about $47,923 at 4% or $31,948 at 6%; with 100% employer match about $35,942 at 4% or $23,961 at 6%. |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 30 | $2,180,033 | - | - |
| KEITH D. PETERSON & COMPANY, INC. 4 01K RETIREMENT PLAN | - | 31 | $86,547 | $89,136 | $2,875iApproximate average salary by contribution assumption: employee only about $71,884 at 4% or $47,923 at 6%; with 50% employer match about $47,923 at 4% or $31,948 at 6%; with 100% employer match about $35,942 at 4% or $23,961 at 6%. |
| 1999 | 1 | 30 | $2,218,783 | $0 | - |
| Keith D Peterson & Company Inc Profit Sharing Plan | - | 30 | $2,218,783 | - | - |