Civic Intelligence

Les M Peterson, Ttee

Plan context: Peterson Mechanical Inc. Profit Sharing Plan and Trust

EIN 94-1381307 • Sonoma, CA • 31 filings • 5 plans

P.O. Box 450Sonoma, CA 95476
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$9,482,748

2024 Contributions

$584,338

Historical Graphs

Total Assets Over Time

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

$9,482,748$4,741,374$0199920152024YearValue
$9,482,748Latest year 2024

Participants Over Time

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

53270200020122024YearValue
53Latest 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
2024153$9,482,748$584,338$11,025iApproximate average salary by contribution assumption: employee only about $275,631 at 4% or $183,754 at 6%; with 50% employer match about $183,754 at 4% or $122,503 at 6%; with 100% employer match about $137,816 at 4% or $91,877 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-53$9,482,748$584,338$11,025iApproximate average salary by contribution assumption: employee only about $275,631 at 4% or $183,754 at 6%; with 50% employer match about $183,754 at 4% or $122,503 at 6%; with 100% employer match about $137,816 at 4% or $91,877 at 6%.
2023144$9,276,671$768,442$17,465iApproximate average salary by contribution assumption: employee only about $436,615 at 4% or $291,077 at 6%; with 50% employer match about $291,077 at 4% or $194,051 at 6%; with 100% employer match about $218,307 at 4% or $145,538 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-44$9,276,671$768,442$17,465iApproximate average salary by contribution assumption: employee only about $436,615 at 4% or $291,077 at 6%; with 50% employer match about $291,077 at 4% or $194,051 at 6%; with 100% employer match about $218,307 at 4% or $145,538 at 6%.
2022144$8,899,240$1,705,804$38,768iApproximate average salary by contribution assumption: employee only about $969,207 at 4% or $646,138 at 6%; with 50% employer match about $646,138 at 4% or $430,759 at 6%; with 100% employer match about $484,603 at 4% or $323,069 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-44$8,899,240$1,705,804$38,768iApproximate average salary by contribution assumption: employee only about $969,207 at 4% or $646,138 at 6%; with 50% employer match about $646,138 at 4% or $430,759 at 6%; with 100% employer match about $484,603 at 4% or $323,069 at 6%.
2021150$7,592,563$757,046$15,141iApproximate average salary by contribution assumption: employee only about $378,523 at 4% or $252,349 at 6%; with 50% employer match about $252,349 at 4% or $168,232 at 6%; with 100% employer match about $189,262 at 4% or $126,174 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-50$7,592,563$757,046$15,141iApproximate average salary by contribution assumption: employee only about $378,523 at 4% or $252,349 at 6%; with 50% employer match about $252,349 at 4% or $168,232 at 6%; with 100% employer match about $189,262 at 4% or $126,174 at 6%.
2020141$8,192,961$686,608$16,747iApproximate average salary by contribution assumption: employee only about $418,663 at 4% or $279,109 at 6%; with 50% employer match about $279,109 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,554 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-41$8,192,961$686,608$16,747iApproximate average salary by contribution assumption: employee only about $418,663 at 4% or $279,109 at 6%; with 50% employer match about $279,109 at 4% or $186,073 at 6%; with 100% employer match about $209,332 at 4% or $139,554 at 6%.
2019141$6,583,815$872,994$21,293iApproximate average salary by contribution assumption: employee only about $532,313 at 4% or $354,876 at 6%; with 50% employer match about $354,876 at 4% or $236,584 at 6%; with 100% employer match about $266,157 at 4% or $177,438 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-41$6,583,815$872,994$21,293iApproximate average salary by contribution assumption: employee only about $532,313 at 4% or $354,876 at 6%; with 50% employer match about $354,876 at 4% or $236,584 at 6%; with 100% employer match about $266,157 at 4% or $177,438 at 6%.
2018142$5,712,170$656,092$15,621iApproximate average salary by contribution assumption: employee only about $390,531 at 4% or $260,354 at 6%; with 50% employer match about $260,354 at 4% or $173,569 at 6%; with 100% employer match about $195,265 at 4% or $130,177 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-42$5,712,170$656,092$15,621iApproximate average salary by contribution assumption: employee only about $390,531 at 4% or $260,354 at 6%; with 50% employer match about $260,354 at 4% or $173,569 at 6%; with 100% employer match about $195,265 at 4% or $130,177 at 6%.
2017141$5,755,317$730,611$17,820iApproximate average salary by contribution assumption: employee only about $445,495 at 4% or $296,996 at 6%; with 50% employer match about $296,996 at 4% or $197,998 at 6%; with 100% employer match about $222,747 at 4% or $148,498 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-41$5,755,317$730,611$17,820iApproximate average salary by contribution assumption: employee only about $445,495 at 4% or $296,996 at 6%; with 50% employer match about $296,996 at 4% or $197,998 at 6%; with 100% employer match about $222,747 at 4% or $148,498 at 6%.
2016138$5,432,688$463,303$12,192iApproximate average salary by contribution assumption: employee only about $304,805 at 4% or $203,203 at 6%; with 50% employer match about $203,203 at 4% or $135,469 at 6%; with 100% employer match about $152,402 at 4% or $101,602 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-38$5,432,688$463,303$12,192iApproximate average salary by contribution assumption: employee only about $304,805 at 4% or $203,203 at 6%; with 50% employer match about $203,203 at 4% or $135,469 at 6%; with 100% employer match about $152,402 at 4% or $101,602 at 6%.
2015130$4,971,252$299,217$9,974iApproximate average salary by contribution assumption: employee only about $249,348 at 4% or $166,232 at 6%; with 50% employer match about $166,232 at 4% or $110,821 at 6%; with 100% employer match about $124,674 at 4% or $83,116 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-30$4,971,252$299,217$9,974iApproximate average salary by contribution assumption: employee only about $249,348 at 4% or $166,232 at 6%; with 50% employer match about $166,232 at 4% or $110,821 at 6%; with 100% employer match about $124,674 at 4% or $83,116 at 6%.
2014129$4,626,644$435,050$15,002iApproximate average salary by contribution assumption: employee only about $375,043 at 4% or $250,029 at 6%; with 50% employer match about $250,029 at 4% or $166,686 at 6%; with 100% employer match about $187,522 at 4% or $125,014 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-29$4,626,644$435,050$15,002iApproximate average salary by contribution assumption: employee only about $375,043 at 4% or $250,029 at 6%; with 50% employer match about $250,029 at 4% or $166,686 at 6%; with 100% employer match about $187,522 at 4% or $125,014 at 6%.
2013126$4,335,237$394,553$15,175iApproximate average salary by contribution assumption: employee only about $379,378 at 4% or $252,919 at 6%; with 50% employer match about $252,919 at 4% or $168,612 at 6%; with 100% employer match about $189,689 at 4% or $126,459 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-26$4,335,237$394,553$15,175iApproximate average salary by contribution assumption: employee only about $379,378 at 4% or $252,919 at 6%; with 50% employer match about $252,919 at 4% or $168,612 at 6%; with 100% employer match about $189,689 at 4% or $126,459 at 6%.
2012126$4,398,120$483,513$18,597iApproximate average salary by contribution assumption: employee only about $464,916 at 4% or $309,944 at 6%; with 50% employer match about $309,944 at 4% or $206,629 at 6%; with 100% employer match about $232,458 at 4% or $154,972 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-26$4,398,120$483,513$18,597iApproximate average salary by contribution assumption: employee only about $464,916 at 4% or $309,944 at 6%; with 50% employer match about $309,944 at 4% or $206,629 at 6%; with 100% employer match about $232,458 at 4% or $154,972 at 6%.
2011125$3,547,361$284,248$11,370iApproximate average salary by contribution assumption: employee only about $284,248 at 4% or $189,499 at 6%; with 50% employer match about $189,499 at 4% or $126,332 at 6%; with 100% employer match about $142,124 at 4% or $94,749 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-25$3,547,361$284,248$11,370iApproximate average salary by contribution assumption: employee only about $284,248 at 4% or $189,499 at 6%; with 50% employer match about $189,499 at 4% or $126,332 at 6%; with 100% employer match about $142,124 at 4% or $94,749 at 6%.
2010121$3,056,109$197,560$9,408iApproximate average salary by contribution assumption: employee only about $235,190 at 4% or $156,794 at 6%; with 50% employer match about $156,794 at 4% or $104,529 at 6%; with 100% employer match about $117,595 at 4% or $78,397 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-21$3,056,109$197,560$9,408iApproximate average salary by contribution assumption: employee only about $235,190 at 4% or $156,794 at 6%; with 50% employer match about $156,794 at 4% or $104,529 at 6%; with 100% employer match about $117,595 at 4% or $78,397 at 6%.
2009121$2,868,415$223,310$10,634iApproximate average salary by contribution assumption: employee only about $265,845 at 4% or $177,230 at 6%; with 50% employer match about $177,230 at 4% or $118,153 at 6%; with 100% employer match about $132,923 at 4% or $88,615 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-21$2,868,415$223,310$10,634iApproximate average salary by contribution assumption: employee only about $265,845 at 4% or $177,230 at 6%; with 50% employer match about $177,230 at 4% or $118,153 at 6%; with 100% employer match about $132,923 at 4% or $88,615 at 6%.
2008119$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-19---
2007124$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-24---
2006122$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-22---
2005119$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-19---
2004119$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-19---
2003215$0$0-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-15---
Peterson Mechanical Inc. Money Purchase Plan and Trust-0---
200228$1,599,475$197,885$24,736iApproximate average salary by contribution assumption: employee only about $618,391 at 4% or $412,260 at 6%; with 50% employer match about $412,260 at 4% or $274,840 at 6%; with 100% employer match about $309,195 at 4% or $206,130 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-8$815,704$118,731$14,841iApproximate average salary by contribution assumption: employee only about $371,034 at 4% or $247,356 at 6%; with 50% employer match about $247,356 at 4% or $164,904 at 6%; with 100% employer match about $185,517 at 4% or $123,678 at 6%.
Peterson Mechanical Inc. Money Purchase Plan and Trust-8$783,771$79,154$9,894iApproximate average salary by contribution assumption: employee only about $247,356 at 4% or $164,904 at 6%; with 50% employer match about $164,904 at 4% or $109,936 at 6%; with 100% employer match about $123,678 at 4% or $82,452 at 6%.
2001210$1,823,173$250,301$25,030iApproximate average salary by contribution assumption: employee only about $625,753 at 4% or $417,168 at 6%; with 50% employer match about $417,168 at 4% or $278,112 at 6%; with 100% employer match about $312,876 at 4% or $208,584 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-10$984,512$150,181$15,018iApproximate average salary by contribution assumption: employee only about $375,453 at 4% or $250,302 at 6%; with 50% employer match about $250,302 at 4% or $166,868 at 6%; with 100% employer match about $187,726 at 4% or $125,151 at 6%.
Peterson Mechanical Inc. Money Purchase Plan and Trust-10$838,661$100,120$10,012iApproximate average salary by contribution assumption: employee only about $250,300 at 4% or $166,867 at 6%; with 50% employer match about $166,867 at 4% or $111,244 at 6%; with 100% employer match about $125,150 at 4% or $83,433 at 6%.
2000210$1,215,189$37,413$3,741iApproximate average salary by contribution assumption: employee only about $93,533 at 4% or $62,355 at 6%; with 50% employer match about $62,355 at 4% or $41,570 at 6%; with 100% employer match about $46,766 at 4% or $31,178 at 6%.
Peterson Mechanical Inc. Profit Sharing Plan and Trust-10$1,215,189$37,413$3,741iApproximate average salary by contribution assumption: employee only about $93,533 at 4% or $62,355 at 6%; with 50% employer match about $62,355 at 4% or $41,570 at 6%; with 100% employer match about $46,766 at 4% or $31,178 at 6%.
Peterson Mechanical Inc. Money Purchase Plan and Trust-10---
199920$1,967,311$128,532-
Peterson Mechanical Inc. Profit Sharing Plan and Trust-0$1,077,813$77,119-
Peterson Mechanical Inc. Money Purchase Plan and Trust-0$889,498$51,413-