Plan Snapshot
- Plan Sponsor: Paul Petersen INC.
- Sponsor EIN: 472179494
- Sponsor Address: 12301 W BELL RD, SURPRISE, AZ, 85378
- Plan Type: DC
- 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. |
|---|
| 2025 | 1 | $277,047 | $0 | $0 |
| 2024 | 1 | $277,047 | $0 | $0 |
| 2023 | 1 | $242,531 | $0 | $0 |
| 2022 | 1 | $207,186 | $0 | $0 |