Civic Intelligence

Petersen Legacy Advisors Inc.

Plan context: Petersen Legacy Advisors Inc. 401(K) Profit Sharing Plan

EIN 84-3792301 • 4 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$42,173

2022 Contributions

$51,777

Historical Graphs

Total Assets Over Time

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

$87,954$43,977$0201920202021YearValue
$42,173Latest year 2021

Participants Over Time

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

210201920202021YearValue
2Latest year 2021

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
202210$0$0-
Petersen Legacy Advisors Inc. 401(K) Profit Sharing Plan-0---
202112$42,173$0-
Petersen Legacy Advisors Inc. 401(K) Profit Sharing Plan-2$42,173--
202012$87,954$51,777$25,889iApproximate average salary by contribution assumption: employee only about $647,213 at 4% or $431,475 at 6%; with 50% employer match about $431,475 at 4% or $287,650 at 6%; with 100% employer match about $323,606 at 4% or $215,738 at 6%.
Petersen Legacy Advisors Inc. 401(K) Profit Sharing Plan-2$87,954$51,777$25,889iApproximate average salary by contribution assumption: employee only about $647,213 at 4% or $431,475 at 6%; with 50% employer match about $431,475 at 4% or $287,650 at 6%; with 100% employer match about $323,606 at 4% or $215,738 at 6%.
201912$76,580$76,577$38,289iApproximate average salary by contribution assumption: employee only about $957,213 at 4% or $638,142 at 6%; with 50% employer match about $638,142 at 4% or $425,428 at 6%; with 100% employer match about $478,606 at 4% or $319,071 at 6%.
Petersen Legacy Advisors Inc. 401(K) Profit Sharing Plan-2$76,580$76,577$38,289iApproximate average salary by contribution assumption: employee only about $957,213 at 4% or $638,142 at 6%; with 50% employer match about $638,142 at 4% or $425,428 at 6%; with 100% employer match about $478,606 at 4% or $319,071 at 6%.