Peterson Insurance Services LLC
Plan context: Peterson Insurance Services LLC 401(K) Plan
EIN 87-4517600 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$133,018
2024 Contributions
$16,493
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 | 9 | $133,018 | $16,493 | $1,833iApproximate average salary by contribution assumption: employee only about $45,814 at 4% or $30,543 at 6%; with 50% employer match about $30,543 at 4% or $20,362 at 6%; with 100% employer match about $22,907 at 4% or $15,271 at 6%. |
| Peterson Insurance Services LLC 401(K) Plan | - | 9 | $133,018 | $16,493 | $1,833iApproximate average salary by contribution assumption: employee only about $45,814 at 4% or $30,543 at 6%; with 50% employer match about $30,543 at 4% or $20,362 at 6%; with 100% employer match about $22,907 at 4% or $15,271 at 6%. |
| 2023 | 1 | 4 | $153,793 | $27,320 | $6,830iApproximate average salary by contribution assumption: employee only about $170,750 at 4% or $113,833 at 6%; with 50% employer match about $113,833 at 4% or $75,889 at 6%; with 100% employer match about $85,375 at 4% or $56,917 at 6%. |
| Peterson Insurance Services LLC 401(K) Plan | - | 4 | $153,793 | $27,320 | $6,830iApproximate average salary by contribution assumption: employee only about $170,750 at 4% or $113,833 at 6%; with 50% employer match about $113,833 at 4% or $75,889 at 6%; with 100% employer match about $85,375 at 4% or $56,917 at 6%. |
| 2022 | 1 | 7 | $159,303 | $4,394 | $628iApproximate average salary by contribution assumption: employee only about $15,693 at 4% or $10,462 at 6%; with 50% employer match about $10,462 at 4% or $6,975 at 6%; with 100% employer match about $7,846 at 4% or $5,231 at 6%. |
| Peterson Insurance Services LLC 401(K) Plan | - | 7 | $159,303 | $4,394 | $628iApproximate average salary by contribution assumption: employee only about $15,693 at 4% or $10,462 at 6%; with 50% employer match about $10,462 at 4% or $6,975 at 6%; with 100% employer match about $7,846 at 4% or $5,231 at 6%. |