Petersen International Underwriters
Plan context: Petersen International Underwriters 401(K) Profit Sharing Plan
EIN 95-3493616 • Valencia, CA • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$43,045,675
2024 Contributions
$2,269,353
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 | 2 | 60 | $43,045,675 | $2,269,353 | $37,823iApproximate average salary by contribution assumption: employee only about $945,564 at 4% or $630,376 at 6%; with 50% employer match about $630,376 at 4% or $420,251 at 6%; with 100% employer match about $472,782 at 4% or $315,188 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 60 | $24,574,446 | $1,269,353 | $21,156iApproximate average salary by contribution assumption: employee only about $528,897 at 4% or $352,598 at 6%; with 50% employer match about $352,598 at 4% or $235,065 at 6%; with 100% employer match about $264,449 at 4% or $176,299 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 60 | $18,471,229 | $1,000,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2023 | 2 | 66 | $35,618,726 | $2,255,410 | $34,173iApproximate average salary by contribution assumption: employee only about $854,322 at 4% or $569,548 at 6%; with 50% employer match about $569,548 at 4% or $379,699 at 6%; with 100% employer match about $427,161 at 4% or $284,774 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 66 | $19,775,494 | $1,255,410 | $19,021iApproximate average salary by contribution assumption: employee only about $475,534 at 4% or $317,023 at 6%; with 50% employer match about $317,023 at 4% or $211,348 at 6%; with 100% employer match about $237,767 at 4% or $158,511 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 58 | $15,843,232 | $1,000,000 | $17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%. |
| 2022 | 2 | 63 | $27,851,818 | $2,065,264 | $32,782iApproximate average salary by contribution assumption: employee only about $819,549 at 4% or $546,366 at 6%; with 50% employer match about $546,366 at 4% or $364,244 at 6%; with 100% employer match about $409,775 at 4% or $273,183 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 63 | $14,991,496 | $1,065,264 | $16,909iApproximate average salary by contribution assumption: employee only about $422,724 at 4% or $281,816 at 6%; with 50% employer match about $281,816 at 4% or $187,877 at 6%; with 100% employer match about $211,362 at 4% or $140,908 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 56 | $12,860,322 | $1,000,000 | $17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%. |
| 2021 | 2 | 62 | $33,270,598 | $2,091,842 | $33,739iApproximate average salary by contribution assumption: employee only about $843,485 at 4% or $562,323 at 6%; with 50% employer match about $562,323 at 4% or $374,882 at 6%; with 100% employer match about $421,742 at 4% or $281,162 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 62 | $18,511,483 | $1,091,842 | $17,610iApproximate average salary by contribution assumption: employee only about $440,259 at 4% or $293,506 at 6%; with 50% employer match about $293,506 at 4% or $195,671 at 6%; with 100% employer match about $220,129 at 4% or $146,753 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 61 | $14,759,115 | $1,000,000 | $16,393iApproximate average salary by contribution assumption: employee only about $409,836 at 4% or $273,224 at 6%; with 50% employer match about $273,224 at 4% or $182,149 at 6%; with 100% employer match about $204,918 at 4% or $136,612 at 6%. |
| 2020 | 2 | 70 | $28,984,771 | $2,543,740 | $36,339iApproximate average salary by contribution assumption: employee only about $908,479 at 4% or $605,652 at 6%; with 50% employer match about $605,652 at 4% or $403,768 at 6%; with 100% employer match about $454,239 at 4% or $302,826 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 70 | $16,077,750 | $1,543,740 | $22,053iApproximate average salary by contribution assumption: employee only about $551,336 at 4% or $367,557 at 6%; with 50% employer match about $367,557 at 4% or $245,038 at 6%; with 100% employer match about $275,668 at 4% or $183,779 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 62 | $12,907,021 | $1,000,000 | $16,129iApproximate average salary by contribution assumption: employee only about $403,226 at 4% or $268,817 at 6%; with 50% employer match about $268,817 at 4% or $179,211 at 6%; with 100% employer match about $201,613 at 4% or $134,409 at 6%. |
| 2019 | 2 | 71 | $24,346,351 | $2,787,909 | $39,266iApproximate average salary by contribution assumption: employee only about $981,658 at 4% or $654,439 at 6%; with 50% employer match about $654,439 at 4% or $436,292 at 6%; with 100% employer match about $490,829 at 4% or $327,219 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 71 | $13,410,838 | $1,787,909 | $25,182iApproximate average salary by contribution assumption: employee only about $629,545 at 4% or $419,697 at 6%; with 50% employer match about $419,697 at 4% or $279,798 at 6%; with 100% employer match about $314,773 at 4% or $209,848 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 58 | $10,935,513 | $1,000,000 | $17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%. |
| 2018 | 2 | 66 | $19,719,561 | $2,192,019 | $33,212iApproximate average salary by contribution assumption: employee only about $830,310 at 4% or $553,540 at 6%; with 50% employer match about $553,540 at 4% or $369,027 at 6%; with 100% employer match about $415,155 at 4% or $276,770 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 66 | $10,660,051 | $1,192,019 | $18,061iApproximate average salary by contribution assumption: employee only about $451,522 at 4% or $301,015 at 6%; with 50% employer match about $301,015 at 4% or $200,677 at 6%; with 100% employer match about $225,761 at 4% or $150,507 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 52 | $9,059,510 | $1,000,000 | $19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%. |
| 2017 | 2 | 63 | $18,877,259 | $2,195,658 | $34,852iApproximate average salary by contribution assumption: employee only about $871,293 at 4% or $580,862 at 6%; with 50% employer match about $580,862 at 4% or $387,241 at 6%; with 100% employer match about $435,646 at 4% or $290,431 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 63 | $10,062,322 | $1,472,539 | $23,374iApproximate average salary by contribution assumption: employee only about $584,341 at 4% or $389,561 at 6%; with 50% employer match about $389,561 at 4% or $259,707 at 6%; with 100% employer match about $292,170 at 4% or $194,780 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 45 | $8,814,937 | $723,119 | $16,069iApproximate average salary by contribution assumption: employee only about $401,733 at 4% or $267,822 at 6%; with 50% employer match about $267,822 at 4% or $178,548 at 6%; with 100% employer match about $200,866 at 4% or $133,911 at 6%. |
| 2016 | 2 | 50 | $15,995,984 | $601,886 | $12,038iApproximate average salary by contribution assumption: employee only about $300,943 at 4% or $200,629 at 6%; with 50% employer match about $200,629 at 4% or $133,752 at 6%; with 100% employer match about $150,472 at 4% or $100,314 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 40 | $8,448,415 | $0 | - |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 50 | $7,547,569 | $601,886 | $12,038iApproximate average salary by contribution assumption: employee only about $300,943 at 4% or $200,629 at 6%; with 50% employer match about $200,629 at 4% or $133,752 at 6%; with 100% employer match about $150,472 at 4% or $100,314 at 6%. |
| 2015 | 2 | 47 | $14,518,584 | $1,695,904 | $36,083iApproximate average salary by contribution assumption: employee only about $902,077 at 4% or $601,384 at 6%; with 50% employer match about $601,384 at 4% or $400,923 at 6%; with 100% employer match about $451,038 at 4% or $300,692 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 42 | $8,016,378 | $1,000,000 | $23,810iApproximate average salary by contribution assumption: employee only about $595,238 at 4% or $396,825 at 6%; with 50% employer match about $396,825 at 4% or $264,550 at 6%; with 100% employer match about $297,619 at 4% or $198,413 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 47 | $6,502,206 | $695,904 | $14,806iApproximate average salary by contribution assumption: employee only about $370,162 at 4% or $246,774 at 6%; with 50% employer match about $246,774 at 4% or $164,516 at 6%; with 100% employer match about $185,081 at 4% or $123,387 at 6%. |
| 2014 | 2 | 37 | $14,067,962 | $541,063 | $14,623iApproximate average salary by contribution assumption: employee only about $365,583 at 4% or $243,722 at 6%; with 50% employer match about $243,722 at 4% or $162,481 at 6%; with 100% employer match about $182,792 at 4% or $121,861 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 36 | $8,255,834 | $0 | - |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 37 | $5,812,128 | $541,063 | $14,623iApproximate average salary by contribution assumption: employee only about $365,583 at 4% or $243,722 at 6%; with 50% employer match about $243,722 at 4% or $162,481 at 6%; with 100% employer match about $182,792 at 4% or $121,861 at 6%. |
| 2013 | 2 | 37 | $16,328,521 | $3,903,801 | $105,508iApproximate average salary by contribution assumption: employee only about $2,637,703 at 4% or $1,758,469 at 6%; with 50% employer match about $1,758,469 at 4% or $1,172,313 at 6%; with 100% employer match about $1,318,852 at 4% or $879,234 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 37 | $8,351,232 | $1,000,000 | $27,027iApproximate average salary by contribution assumption: employee only about $675,676 at 4% or $450,450 at 6%; with 50% employer match about $450,450 at 4% or $300,300 at 6%; with 100% employer match about $337,838 at 4% or $225,225 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 37 | $7,977,289 | $2,903,801 | $78,481iApproximate average salary by contribution assumption: employee only about $1,962,028 at 4% or $1,308,018 at 6%; with 50% employer match about $1,308,018 at 4% or $872,012 at 6%; with 100% employer match about $981,014 at 4% or $654,009 at 6%. |
| 2012 | 2 | 41 | $10,942,246 | $1,507,370 | $36,765iApproximate average salary by contribution assumption: employee only about $919,128 at 4% or $612,752 at 6%; with 50% employer match about $612,752 at 4% or $408,501 at 6%; with 100% employer match about $459,564 at 4% or $306,376 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 41 | $6,866,859 | $1,000,000 | $24,390iApproximate average salary by contribution assumption: employee only about $609,756 at 4% or $406,504 at 6%; with 50% employer match about $406,504 at 4% or $271,003 at 6%; with 100% employer match about $304,878 at 4% or $203,252 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 40 | $4,075,387 | $507,370 | $12,684iApproximate average salary by contribution assumption: employee only about $317,106 at 4% or $211,404 at 6%; with 50% employer match about $211,404 at 4% or $140,936 at 6%; with 100% employer match about $158,553 at 4% or $105,702 at 6%. |
| 2011 | 2 | 34 | $8,685,790 | $1,448,373 | $42,599iApproximate average salary by contribution assumption: employee only about $1,064,980 at 4% or $709,987 at 6%; with 50% employer match about $709,987 at 4% or $473,325 at 6%; with 100% employer match about $532,490 at 4% or $354,993 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 29 | $5,614,571 | $1,000,000 | $34,483iApproximate average salary by contribution assumption: employee only about $862,069 at 4% or $574,713 at 6%; with 50% employer match about $574,713 at 4% or $383,142 at 6%; with 100% employer match about $431,034 at 4% or $287,356 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 34 | $3,071,219 | $448,373 | $13,187iApproximate average salary by contribution assumption: employee only about $329,686 at 4% or $219,791 at 6%; with 50% employer match about $219,791 at 4% or $146,527 at 6%; with 100% employer match about $164,843 at 4% or $109,895 at 6%. |
| 2010 | 2 | 34 | $7,673,719 | $1,352,371 | $39,776iApproximate average salary by contribution assumption: employee only about $994,390 at 4% or $662,927 at 6%; with 50% employer match about $662,927 at 4% or $441,951 at 6%; with 100% employer match about $497,195 at 4% or $331,463 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 30 | $4,864,571 | $908,693 | $30,290iApproximate average salary by contribution assumption: employee only about $757,244 at 4% or $504,829 at 6%; with 50% employer match about $504,829 at 4% or $336,553 at 6%; with 100% employer match about $378,622 at 4% or $252,415 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 34 | $2,809,148 | $443,678 | $13,049iApproximate average salary by contribution assumption: employee only about $326,234 at 4% or $217,489 at 6%; with 50% employer match about $217,489 at 4% or $144,993 at 6%; with 100% employer match about $163,117 at 4% or $108,745 at 6%. |
| 2009 | 3 | 33 | $7,204,249 | $1,643,561 | $49,805iApproximate average salary by contribution assumption: employee only about $1,245,122 at 4% or $830,081 at 6%; with 50% employer match about $830,081 at 4% or $553,388 at 6%; with 100% employer match about $622,561 at 4% or $415,041 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 27 | $3,813,802 | $877,998 | $32,518iApproximate average salary by contribution assumption: employee only about $812,961 at 4% or $541,974 at 6%; with 50% employer match about $541,974 at 4% or $361,316 at 6%; with 100% employer match about $406,481 at 4% or $270,987 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 33 | $2,092,528 | $438,443 | $13,286iApproximate average salary by contribution assumption: employee only about $332,154 at 4% or $221,436 at 6%; with 50% employer match about $221,436 at 4% or $147,624 at 6%; with 100% employer match about $166,077 at 4% or $110,718 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 24 | $1,297,919 | $327,120 | $13,630iApproximate average salary by contribution assumption: employee only about $340,750 at 4% or $227,167 at 6%; with 50% employer match about $227,167 at 4% or $151,444 at 6%; with 100% employer match about $170,375 at 4% or $113,583 at 6%. |
| 2008 | 2 | 29 | $0 | $0 | - |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 29 | - | - | - |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 21 | - | - | - |
| 2007 | 1 | 19 | $849,626 | $849,626 | $44,717iApproximate average salary by contribution assumption: employee only about $1,117,929 at 4% or $745,286 at 6%; with 50% employer match about $745,286 at 4% or $496,857 at 6%; with 100% employer match about $558,964 at 4% or $372,643 at 6%. |
| Petersen International Underwriters Cash Balance Plan & Trust | - | 19 | $849,626 | $849,626 | $44,717iApproximate average salary by contribution assumption: employee only about $1,117,929 at 4% or $745,286 at 6%; with 50% employer match about $745,286 at 4% or $496,857 at 6%; with 100% employer match about $558,964 at 4% or $372,643 at 6%. |
| 2006 | 1 | 21 | $878,095 | $165,563 | $7,884iApproximate average salary by contribution assumption: employee only about $197,099 at 4% or $131,399 at 6%; with 50% employer match about $131,399 at 4% or $87,599 at 6%; with 100% employer match about $98,549 at 4% or $65,700 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 21 | $878,095 | $165,563 | $7,884iApproximate average salary by contribution assumption: employee only about $197,099 at 4% or $131,399 at 6%; with 50% employer match about $131,399 at 4% or $87,599 at 6%; with 100% employer match about $98,549 at 4% or $65,700 at 6%. |
| 2005 | 1 | 19 | $712,288 | $133,921 | $7,048iApproximate average salary by contribution assumption: employee only about $176,212 at 4% or $117,475 at 6%; with 50% employer match about $117,475 at 4% or $78,316 at 6%; with 100% employer match about $88,106 at 4% or $58,737 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 19 | $712,288 | $133,921 | $7,048iApproximate average salary by contribution assumption: employee only about $176,212 at 4% or $117,475 at 6%; with 50% employer match about $117,475 at 4% or $78,316 at 6%; with 100% employer match about $88,106 at 4% or $58,737 at 6%. |
| 2004 | 1 | 18 | $519,306 | $150,658 | $8,370iApproximate average salary by contribution assumption: employee only about $209,247 at 4% or $139,498 at 6%; with 50% employer match about $139,498 at 4% or $92,999 at 6%; with 100% employer match about $104,624 at 4% or $69,749 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 18 | $519,306 | $150,658 | $8,370iApproximate average salary by contribution assumption: employee only about $209,247 at 4% or $139,498 at 6%; with 50% employer match about $139,498 at 4% or $92,999 at 6%; with 100% employer match about $104,624 at 4% or $69,749 at 6%. |
| 2003 | 1 | 18 | $323,317 | $94,877 | $5,271iApproximate average salary by contribution assumption: employee only about $131,774 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,925 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 18 | $323,317 | $94,877 | $5,271iApproximate average salary by contribution assumption: employee only about $131,774 at 4% or $87,849 at 6%; with 50% employer match about $87,849 at 4% or $58,566 at 6%; with 100% employer match about $65,887 at 4% or $43,925 at 6%. |
| 2002 | 1 | 15 | $166,796 | $78,742 | $5,249iApproximate average salary by contribution assumption: employee only about $131,237 at 4% or $87,491 at 6%; with 50% employer match about $87,491 at 4% or $58,327 at 6%; with 100% employer match about $65,618 at 4% or $43,746 at 6%. |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 15 | $166,796 | $78,742 | $5,249iApproximate average salary by contribution assumption: employee only about $131,237 at 4% or $87,491 at 6%; with 50% employer match about $87,491 at 4% or $58,327 at 6%; with 100% employer match about $65,618 at 4% or $43,746 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Petersen International Underwriters 401(K) Profit Sharing Plan | - | 12 | - | - | - |