401k Plan data: THE PETERSON GROUP RETIREMENT PLAN plan

THE PETERSON GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	THE PETERSON GROUP RETIREMENT PLAN
Plan identification number	001

THE PETERSON GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE PETERSON GROUP MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name: THE PETERSON GROUP MANAGEMENT CORP.

Employer identification number (EIN): 411502416

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PETERSON GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DEBORAH PETERSON 2024-09-16 DEBORAH PETERSON 2024-09-16
001 2022-01-01 DEBORAH PETERSON 2023-05-30 DEBORAH PETERSON 2023-05-30
001 2021-01-01 DEBORAH PETERSON 2022-10-25 DEBORAH PETERSON 2022-10-25
001 2020-01-01 DEBBY PETERSON 2021-09-20 DEBBY PETERSON 2021-09-20
001 2019-01-01 DEBBY PETERSON 2020-04-13 DEBBY PETERSON 2020-04-13
001 2018-01-01 DEBBY PETERSON 2019-07-08 DEBBY PETERSON 2019-07-08
001 2017-01-01 DEBBY PETERSON 2018-07-10 DEBBY PETERSON 2018-07-10
001 2016-01-01 DEBBY PETERSON 2017-07-13 DEBBY PETERSON 2017-07-13
001 2015-01-01 DEBBY PETERSON 2016-07-20 DEBBY PETERSON 2016-07-20
001 2014-07-01 DEBBY PETERSON 2015-07-27 DEBBY PETERSON 2015-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEBORAH PETERSON	2024-09-16	DEBORAH PETERSON	2024-09-16
001	2022-01-01	DEBORAH PETERSON	2023-05-30	DEBORAH PETERSON	2023-05-30
001	2021-01-01	DEBORAH PETERSON	2022-10-25	DEBORAH PETERSON	2022-10-25
001	2020-01-01	DEBBY PETERSON	2021-09-20	DEBBY PETERSON	2021-09-20
001	2019-01-01	DEBBY PETERSON	2020-04-13	DEBBY PETERSON	2020-04-13
001	2018-01-01	DEBBY PETERSON	2019-07-08	DEBBY PETERSON	2019-07-08
001	2017-01-01	DEBBY PETERSON	2018-07-10	DEBBY PETERSON	2018-07-10
001	2016-01-01	DEBBY PETERSON	2017-07-13	DEBBY PETERSON	2017-07-13
001	2015-01-01	DEBBY PETERSON	2016-07-20	DEBBY PETERSON	2016-07-20
001	2014-07-01	DEBBY PETERSON	2015-07-27	DEBBY PETERSON	2015-07-27

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Company Name:	THE PETERSON GROUP MANAGEMENT CORP.
Employer identification number (EIN):	411502416
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings