Civic Intelligence

Vert Markets LLC

Plan context: Peterson Brothers Retirement Plan

EIN 82-0548255 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$45,731,217

2024 Contributions

$2,042,124

Historical Graphs

Total Assets Over Time

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

$45,731,217$22,865,609$0201720212024YearValue
$45,731,217Latest year 2024

Participants Over Time

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

137690201720212024YearValue
104Latest 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
20241104$45,731,217$2,042,124$19,636iApproximate average salary by contribution assumption: employee only about $490,895 at 4% or $327,263 at 6%; with 50% employer match about $327,263 at 4% or $218,176 at 6%; with 100% employer match about $245,448 at 4% or $163,632 at 6%.
Peterson Brothers Retirement Plan-104$45,731,217$2,042,124$19,636iApproximate average salary by contribution assumption: employee only about $490,895 at 4% or $327,263 at 6%; with 50% employer match about $327,263 at 4% or $218,176 at 6%; with 100% employer match about $245,448 at 4% or $163,632 at 6%.
20231137$41,600,634$2,591,917$18,919iApproximate average salary by contribution assumption: employee only about $472,978 at 4% or $315,318 at 6%; with 50% employer match about $315,318 at 4% or $210,212 at 6%; with 100% employer match about $236,489 at 4% or $157,659 at 6%.
Peterson Brothers Retirement Plan-137$41,600,634$2,591,917$18,919iApproximate average salary by contribution assumption: employee only about $472,978 at 4% or $315,318 at 6%; with 50% employer match about $315,318 at 4% or $210,212 at 6%; with 100% employer match about $236,489 at 4% or $157,659 at 6%.
20221116$34,849,842$1,955,834$16,861iApproximate average salary by contribution assumption: employee only about $421,516 at 4% or $281,011 at 6%; with 50% employer match about $281,011 at 4% or $187,340 at 6%; with 100% employer match about $210,758 at 4% or $140,505 at 6%.
Peterson Brothers Retirement Plan-116$34,849,842$1,955,834$16,861iApproximate average salary by contribution assumption: employee only about $421,516 at 4% or $281,011 at 6%; with 50% employer match about $281,011 at 4% or $187,340 at 6%; with 100% employer match about $210,758 at 4% or $140,505 at 6%.
20211105$40,594,032$1,777,707$16,931iApproximate average salary by contribution assumption: employee only about $423,264 at 4% or $282,176 at 6%; with 50% employer match about $282,176 at 4% or $188,117 at 6%; with 100% employer match about $211,632 at 4% or $141,088 at 6%.
Peterson Brothers Retirement Plan-105$40,594,032$1,777,707$16,931iApproximate average salary by contribution assumption: employee only about $423,264 at 4% or $282,176 at 6%; with 50% employer match about $282,176 at 4% or $188,117 at 6%; with 100% employer match about $211,632 at 4% or $141,088 at 6%.
2020193$35,208,939$1,549,039$16,656iApproximate average salary by contribution assumption: employee only about $416,408 at 4% or $277,606 at 6%; with 50% employer match about $277,606 at 4% or $185,070 at 6%; with 100% employer match about $208,204 at 4% or $138,803 at 6%.
Peterson Brothers Retirement Plan-93$35,208,939$1,549,039$16,656iApproximate average salary by contribution assumption: employee only about $416,408 at 4% or $277,606 at 6%; with 50% employer match about $277,606 at 4% or $185,070 at 6%; with 100% employer match about $208,204 at 4% or $138,803 at 6%.
2019190$30,047,132$1,454,779$16,164iApproximate average salary by contribution assumption: employee only about $404,105 at 4% or $269,404 at 6%; with 50% employer match about $269,404 at 4% or $179,602 at 6%; with 100% employer match about $202,053 at 4% or $134,702 at 6%.
Peterson Brothers Retirement Plan-90$30,047,132$1,454,779$16,164iApproximate average salary by contribution assumption: employee only about $404,105 at 4% or $269,404 at 6%; with 50% employer match about $269,404 at 4% or $179,602 at 6%; with 100% employer match about $202,053 at 4% or $134,702 at 6%.
2018192$23,635,951$1,433,897$15,586iApproximate average salary by contribution assumption: employee only about $389,646 at 4% or $259,764 at 6%; with 50% employer match about $259,764 at 4% or $173,176 at 6%; with 100% employer match about $194,823 at 4% or $129,882 at 6%.
Peterson Brothers Retirement Plan-92$23,635,951$1,433,897$15,586iApproximate average salary by contribution assumption: employee only about $389,646 at 4% or $259,764 at 6%; with 50% employer match about $259,764 at 4% or $173,176 at 6%; with 100% employer match about $194,823 at 4% or $129,882 at 6%.
2017191$24,891,305$1,143,122$12,562iApproximate average salary by contribution assumption: employee only about $314,045 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,682 at 6%.
Peterson Brothers Retirement Plan-91$24,891,305$1,143,122$12,562iApproximate average salary by contribution assumption: employee only about $314,045 at 4% or $209,363 at 6%; with 50% employer match about $209,363 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,682 at 6%.