# Paul Petersen INC. DC Plan
Source: https://planprovider.pro/companies/paul-petersen-inc-472179494-001

> Paul Petersen INC.'s DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paul Petersen INC.

- **Sponsor EIN:** 472179494

- **Sponsor Address:** 12301 W BELL RD, SURPRISE, AZ, 85378

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1

- **Total Assets:** $277,047

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1|$277,047|$0|$0|

| 2023|1|$242,531|$0|$0|

| 2022|1|$207,186|$0|$0|

## Similar Plans

- [Sequoia One Peo, LLC](https://planprovider.pro/companies/sequoia-one-peo-llc-401k-plan-001) — 32,912 participants

- [Independence Pet Holdings, INC.](https://planprovider.pro/companies/independence-pet-holdings-inc-401k-plan) — 1,308 participants

- [Copperpoint Insurance Company](https://planprovider.pro/companies/copperpoint-insurance-company-401k-plan) — 804 participants

- [Cna National Warranty Corporation](https://planprovider.pro/companies/cna-national-warranty-corporation-401k-plan) — 306 participants

- [Crest Insurance Group, LLC](https://planprovider.pro/companies/crest-insurance-group-llc-401k-plan) — 249 participants

- [Southwestern Financial Corporation](https://planprovider.pro/companies/southwestern-financial-corp-401k-plan) — 236 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/paul-petersen-inc-472179494-001)

© 2026 PlanProvider.Pro