401k Plan data: PAUL PETERSEN INC. RETIREMENT PLAN plan

PAUL PETERSEN INC. RETIREMENT PLAN 401k Plan overview

Plan Name	PAUL PETERSEN INC. RETIREMENT PLAN
Plan identification number	001

PAUL PETERSEN INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PAUL PETERSEN INC. has sponsored the creation of one or more 401k plans.

Company Name: PAUL PETERSEN INC.

Employer identification number (EIN): 472179494

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL PETERSEN INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 PAUL DUANE PETERSEN JR
001 2016-07-01 PAUL DUANE PETERSEN JR
001 2015-07-01 PAUL DUANE PETERSEN JR
001 2014-10-27 PAUL DUANE PETERSEN JR

Plan Statistics for PAUL PETERSEN INC. RETIREMENT PLAN

401k plan membership statisitcs for PAUL PETERSEN INC. RETIREMENT PLAN

Measure Date Value
2022: PAUL PETERSEN INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 1
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 1
Number of participants with account balances 2022-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: PAUL PETERSEN INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 1
Number of participants with account balances 2021-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PAUL PETERSEN INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 1
Number of participants with account balances 2020-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PAUL PETERSEN INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 1
Number of participants with account balances 2019-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: PAUL PETERSEN INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 1
Number of participants with account balances 2018-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: PAUL PETERSEN INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1
Number of participants with account balances 2017-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PAUL PETERSEN INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1
Number of participants with account balances 2016-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PAUL PETERSEN INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1
Number of participants with account balances 2015-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PAUL PETERSEN INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-27 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-27 1
Number of retired or separated participants receiving benefits 2014-10-27 0
Number of other retired or separated participants entitled to future benefits 2014-10-27 0
Total of all active and inactive participants 2014-10-27 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-27 0
Total participants 2014-10-27 1
Number of participants with account balances 2014-10-27 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-27 0

Measure	Date	Value
2022: PAUL PETERSEN INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	1
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	1
Number of participants with account balances	2022-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: PAUL PETERSEN INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	1
Number of participants with account balances	2021-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PAUL PETERSEN INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	1
Number of participants with account balances	2020-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PAUL PETERSEN INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	1
Number of participants with account balances	2019-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: PAUL PETERSEN INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	1
Number of participants with account balances	2018-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: PAUL PETERSEN INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1
Number of participants with account balances	2017-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PAUL PETERSEN INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1
Number of participants with account balances	2016-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PAUL PETERSEN INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1
Number of participants with account balances	2015-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PAUL PETERSEN INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-27	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-27	1
Number of retired or separated participants receiving benefits	2014-10-27	0
Number of other retired or separated participants entitled to future benefits	2014-10-27	0
Total of all active and inactive participants	2014-10-27	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-27	0
Total participants	2014-10-27	1
Number of participants with account balances	2014-10-27	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-27	0

Financial Data on PAUL PETERSEN INC. RETIREMENT PLAN

Measure	Date	Value
2023 : PAUL PETERSEN INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$4,440
Expenses. Total of all expenses incurred	2023-06-30	$0
Total plan assets at end of year	2023-06-30	$207,186
Total plan assets at beginning of year	2023-06-30	$202,746
Value of fidelity bond covering the plan	2023-06-30	$100,000
Other income received	2023-06-30	$4,440
Net income (gross income less expenses)	2023-06-30	$4,440
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$207,186
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$202,746
Assets. Value of employer securities	2023-06-30	$207,081
2022 : PAUL PETERSEN INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$44,575
Expenses. Total of all expenses incurred	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$202,746
Total plan assets at beginning of year	2022-06-30	$158,171
Value of fidelity bond covering the plan	2022-06-30	$100,000
Other income received	2022-06-30	$44,575
Net income (gross income less expenses)	2022-06-30	$44,575
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$202,746
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$158,171
Assets. Value of employer securities	2022-06-30	$202,644
2021 : PAUL PETERSEN INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$14,132
Expenses. Total of all expenses incurred	2021-06-30	$0
Total plan assets at end of year	2021-06-30	$158,171
Total plan assets at beginning of year	2021-06-30	$144,039
Value of fidelity bond covering the plan	2021-06-30	$100,000
Other income received	2021-06-30	$14,132
Net income (gross income less expenses)	2021-06-30	$14,132
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$158,171
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$144,039
Assets. Value of employer securities	2021-06-30	$158,069
2020 : PAUL PETERSEN INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$-50,310
Expenses. Total of all expenses incurred	2020-06-30	$0
Total plan assets at end of year	2020-06-30	$144,039
Total plan assets at beginning of year	2020-06-30	$194,349
Value of fidelity bond covering the plan	2020-06-30	$100,000
Other income received	2020-06-30	$-50,310
Net income (gross income less expenses)	2020-06-30	$-50,310
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$144,039
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$194,349
Assets. Value of employer securities	2020-06-30	$143,937
2019 : PAUL PETERSEN INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$15,579
Expenses. Total of all expenses incurred	2019-06-30	$0
Total plan assets at end of year	2019-06-30	$194,349
Total plan assets at beginning of year	2019-06-30	$178,770
Value of fidelity bond covering the plan	2019-06-30	$100,000
Other income received	2019-06-30	$15,579
Net income (gross income less expenses)	2019-06-30	$15,579
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$194,349
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$178,770
Assets. Value of employer securities	2019-06-30	$194,248
2018 : PAUL PETERSEN INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$63,294
Expenses. Total of all expenses incurred	2018-06-30	$0
Benefits paid (including direct rollovers)	2018-06-30	$0
Total plan assets at end of year	2018-06-30	$178,770
Total plan assets at beginning of year	2018-06-30	$115,476
Value of fidelity bond covering the plan	2018-06-30	$100,000
Total contributions received or receivable from participants	2018-06-30	$0
Contributions received from other sources (not participants or employers)	2018-06-30	$0
Other income received	2018-06-30	$63,194
Net income (gross income less expenses)	2018-06-30	$63,294
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$178,770
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$115,476
Assets. Value of employer securities	2018-06-30	$178,670
Total contributions received or receivable from employer(s)	2018-06-30	$100
Value of certain deemed distributions of participant loans	2018-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$0
2017 : PAUL PETERSEN INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$28,248
Expenses. Total of all expenses incurred	2017-06-30	$0
Benefits paid (including direct rollovers)	2017-06-30	$0
Total plan assets at end of year	2017-06-30	$115,476
Total plan assets at beginning of year	2017-06-30	$87,228
Value of fidelity bond covering the plan	2017-06-30	$100,000
Total contributions received or receivable from participants	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$28,248
Net income (gross income less expenses)	2017-06-30	$28,248
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$115,476
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$87,228
Assets. Value of employer securities	2017-06-30	$115,476
Total contributions received or receivable from employer(s)	2017-06-30	$0
Value of certain deemed distributions of participant loans	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$0
2016 : PAUL PETERSEN INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$58,706
Expenses. Total of all expenses incurred	2016-06-30	$30
Benefits paid (including direct rollovers)	2016-06-30	$0
Total plan assets at end of year	2016-06-30	$87,228
Total plan assets at beginning of year	2016-06-30	$28,552
Value of fidelity bond covering the plan	2016-06-30	$100,000
Total contributions received or receivable from participants	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$118,035
Other income received	2016-06-30	$-59,329
Net income (gross income less expenses)	2016-06-30	$58,676
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$87,228
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$28,552
Assets. Value of employer securities	2016-06-30	$87,228
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$30
2015 : PAUL PETERSEN INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$28,597
Expenses. Total of all expenses incurred	2015-06-30	$45
Benefits paid (including direct rollovers)	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$28,552
Value of fidelity bond covering the plan	2015-06-30	$100,000
Total contributions received or receivable from participants	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$136,210
Other income received	2015-06-30	$-107,613
Net income (gross income less expenses)	2015-06-30	$28,552
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$28,552
Assets. Value of employer securities	2015-06-30	$28,552
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$45

Form 5500 Responses for PAUL PETERSEN INC. RETIREMENT PLAN

2022: PAUL PETERSEN INC. RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PAUL PETERSEN INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PAUL PETERSEN INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PAUL PETERSEN INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PAUL PETERSEN INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PAUL PETERSEN INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PAUL PETERSEN INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PAUL PETERSEN INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PAUL PETERSEN INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-27	Type of plan entity	Single employer plan
2014-10-27	First time form 5500 has been submitted	Yes
2014-10-27	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-10-27	Plan funding arrangement – Trust	Yes
2014-10-27	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PAUL PETERSEN INC.
Employer identification number (EIN):	472179494
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages