Civic Intelligence

Kevin Peterson Ent Inc. DBA N. American Financial Svces Inc

Plan context: Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust

EIN 95-4448849 • Palm Desert, CA • 14 filings • 4 plans

73391 Indian Creek WayPalm Desert, CA 92260
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$948,904

2024 Contributions

$2,080

Historical Graphs

Total Assets Over Time

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

$948,904$474,452$0199920172024YearValue
$948,904Latest year 2024

Participants Over Time

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

210199920172024YearValue
1Latest 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
202411$948,904$0-
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-1$948,904--
202311$796,118$2,080$2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-1$796,118$2,080$2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%.
202112$696,315$28,240$14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$696,315$28,240$14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%.
202011$674,774$29,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-1$674,774$29,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201911$643,213$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-1$643,213$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201812$602,346$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$602,346$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
201712$566,067$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$566,067$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201612$534,166$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$534,166$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201512$506,078$26,750$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$506,078$26,750$13,375iApproximate average salary by contribution assumption: employee only about $334,375 at 4% or $222,917 at 6%; with 50% employer match about $222,917 at 4% or $148,611 at 6%; with 100% employer match about $167,188 at 4% or $111,458 at 6%.
201412$479,676$22,700$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$479,676$22,700$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
201312$456,699$41,750$20,875iApproximate average salary by contribution assumption: employee only about $521,875 at 4% or $347,917 at 6%; with 50% employer match about $347,917 at 4% or $231,944 at 6%; with 100% employer match about $260,938 at 4% or $173,958 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$456,699$41,750$20,875iApproximate average salary by contribution assumption: employee only about $521,875 at 4% or $347,917 at 6%; with 50% employer match about $347,917 at 4% or $231,944 at 6%; with 100% employer match about $260,938 at 4% or $173,958 at 6%.
201212$414,730$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$414,730$24,500$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
200012$87,802$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$87,802$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
199912$78,865$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Kevin Peterson Ent. Inc. DBA N. Amer. Finan. Svces Inc. Money Purchase Pension Plan & Trust-2$78,865$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.