Eric K. Peterson LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eric K. Peterson LLC
  • Sponsor EIN: 431929886
  • Sponsor Address: 1334-B E. KINGSLEY ST, SPRINGFIELD, MO, 65804
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $49,265

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$49,265$51,527$34,312
20233$1.4M$54,872$38,092
20223$1.2M$52,755$46,552

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