PETERSON COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERSON COMPANY PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: PETERSON COMPANY PROFIT-SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 35 |
| Number of participants with account balances | 2023-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: PETERSON COMPANY PROFIT-SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 33 |
| Number of participants with account balances | 2022-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PETERSON COMPANY PROFIT-SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 38 |
| Number of participants with account balances | 2021-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: PETERSON COMPANY PROFIT-SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 34 |
| Number of participants with account balances | 2020-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: PETERSON COMPANY PROFIT-SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 33 |
| Number of participants with account balances | 2019-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PETERSON COMPANY PROFIT-SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 32 |
| Number of participants with account balances | 2018-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PETERSON COMPANY PROFIT-SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 31 |
| Number of participants with account balances | 2017-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PETERSON COMPANY PROFIT-SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 34 |
| Number of participants with account balances | 2016-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PETERSON COMPANY PROFIT-SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 35 |
| Number of participants with account balances | 2015-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: PETERSON COMPANY PROFIT-SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 32 |
| Number of participants with account balances | 2014-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PETERSON COMPANY PROFIT-SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 32 |
| Number of participants with account balances | 2013-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: PETERSON COMPANY PROFIT-SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 32 |
| Number of participants with account balances | 2012-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: PETERSON COMPANY PROFIT-SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 28 |
| Number of participants with account balances | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: PETERSON COMPANY PROFIT-SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 31 |
| Number of participants with account balances | 2010-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : PETERSON COMPANY PROFIT-SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $7,031,942 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $630,306 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $549,691 |
| Total plan assets at end of year | 2023-12-31 | $18,249,977 |
| Total plan assets at beginning of year | 2023-12-31 | $11,848,341 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Other income received | 2023-12-31 | $6,182,536 |
| Net income (gross income less expenses) | 2023-12-31 | $6,401,636 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $18,249,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,848,341 |
| Assets. Value of employer securities | 2023-12-31 | $10,028,890 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $849,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $80,615 |
| 2022 : PETERSON COMPANY PROFIT-SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-31,197 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $616,831 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $540,982 |
| Total plan assets at end of year | 2022-12-31 | $11,848,341 |
| Total plan assets at beginning of year | 2022-12-31 | $12,496,369 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Other income received | 2022-12-31 | $-781,380 |
| Net income (gross income less expenses) | 2022-12-31 | $-648,028 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,848,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,496,369 |
| Assets. Value of employer securities | 2022-12-31 | $4,740,320 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $750,183 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $75,849 |
| 2021 : PETERSON COMPANY PROFIT-SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,626,764 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $623,521 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $543,869 |
| Total plan assets at end of year | 2021-12-31 | $12,496,369 |
| Total plan assets at beginning of year | 2021-12-31 | $11,493,126 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Other income received | 2021-12-31 | $876,433 |
| Net income (gross income less expenses) | 2021-12-31 | $1,003,243 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,496,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,493,126 |
| Assets. Value of employer securities | 2021-12-31 | $4,740,320 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $750,331 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $79,652 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PETERSON COMPANY PROFIT-SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,165,462 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $644,520 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $578,853 |
| Total plan assets at end of year | 2020-12-31 | $11,493,126 |
| Total plan assets at beginning of year | 2020-12-31 | $10,972,184 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Other income received | 2020-12-31 | $487,690 |
| Net income (gross income less expenses) | 2020-12-31 | $520,942 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,493,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,972,184 |
| Assets. Value of employer securities | 2020-12-31 | $4,513,280 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $677,772 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $65,667 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PETERSON COMPANY PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,548,760 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $395,897 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $335,955 |
| Total plan assets at end of year | 2019-12-31 | $10,972,184 |
| Total plan assets at beginning of year | 2019-12-31 | $9,819,321 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $18 |
| Other income received | 2019-12-31 | $868,946 |
| Net income (gross income less expenses) | 2019-12-31 | $1,152,863 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,972,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,819,321 |
| Assets. Value of employer securities | 2019-12-31 | $4,513,280 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $679,814 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $59,924 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PETERSON COMPANY PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $610,237 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $372,090 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $317,218 |
| Total plan assets at end of year | 2018-12-31 | $9,819,321 |
| Total plan assets at beginning of year | 2018-12-31 | $9,581,174 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $18 |
| Other income received | 2018-12-31 | $-56,862 |
| Net income (gross income less expenses) | 2018-12-31 | $238,147 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,819,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,581,174 |
| Assets. Value of employer securities | 2018-12-31 | $4,513,280 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $667,099 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $54,854 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PETERSON COMPANY PROFIT-SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,382,254 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $598,535 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $549,541 |
| Total plan assets at end of year | 2017-12-31 | $9,581,174 |
| Total plan assets at beginning of year | 2017-12-31 | $8,797,455 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $18 |
| Other income received | 2017-12-31 | $772,053 |
| Net income (gross income less expenses) | 2017-12-31 | $783,719 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,581,174 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,797,455 |
| Assets. Value of employer securities | 2017-12-31 | $4,420,400 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $610,201 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $48,976 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PETERSON COMPANY PROFIT-SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $802,158 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $413,395 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $368,947 |
| Total plan assets at end of year | 2016-12-31 | $8,797,455 |
| Total plan assets at beginning of year | 2016-12-31 | $8,408,692 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $30 |
| Other income received | 2016-12-31 | $280,893 |
| Net income (gross income less expenses) | 2016-12-31 | $388,763 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,797,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,408,692 |
| Assets. Value of employer securities | 2016-12-31 | $4,181,016 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $521,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $44,418 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PETERSON COMPANY PROFIT-SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $757,985 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $215,431 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $175,840 |
| Total plan assets at end of year | 2015-12-31 | $8,408,692 |
| Total plan assets at beginning of year | 2015-12-31 | $7,866,138 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $34 |
| Other income received | 2015-12-31 | $105,526 |
| Net income (gross income less expenses) | 2015-12-31 | $542,554 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,408,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,866,138 |
| Assets. Value of employer securities | 2015-12-31 | $4,158,630 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $652,459 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $39,557 |
| 2014 : PETERSON COMPANY PROFIT-SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $723,326 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $123,048 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $90,101 |
| Total plan assets at end of year | 2014-12-31 | $7,866,138 |
| Total plan assets at beginning of year | 2014-12-31 | $7,265,860 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $77 |
| Other income received | 2014-12-31 | $93,811 |
| Net income (gross income less expenses) | 2014-12-31 | $600,278 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,866,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,265,860 |
| Assets. Value of employer securities | 2014-12-31 | $3,991,596 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $629,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $32,870 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PETERSON COMPANY PROFIT-SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,083,231 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $191,260 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $165,336 |
| Total plan assets at end of year | 2013-12-31 | $7,265,860 |
| Total plan assets at beginning of year | 2013-12-31 | $6,373,889 |
| Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
| Other income received | 2013-12-31 | $600,221 |
| Net income (gross income less expenses) | 2013-12-31 | $891,971 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,265,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,373,889 |
| Assets. Value of employer securities | 2013-12-31 | $4,032,924 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $483,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25,924 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PETERSON COMPANY PROFIT-SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,056,026 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $190,512 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $169,982 |
| Total plan assets at end of year | 2012-12-31 | $6,373,889 |
| Total plan assets at beginning of year | 2012-12-31 | $5,508,375 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $533,902 |
| Net income (gross income less expenses) | 2012-12-31 | $865,514 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,373,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,508,375 |
| Assets. Value of employer securities | 2012-12-31 | $3,643,752 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $522,124 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $20,530 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PETERSON COMPANY PROFIT-SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,134,756 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $363,926 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $344,464 |
| Total plan assets at end of year | 2011-12-31 | $5,508,375 |
| Total plan assets at beginning of year | 2011-12-31 | $4,737,545 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $100 |
| Other income received | 2011-12-31 | $664,798 |
| Net income (gross income less expenses) | 2011-12-31 | $770,830 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,508,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,737,545 |
| Assets. Value of employer securities | 2011-12-31 | $3,280,410 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $469,958 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $19,362 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PETERSON COMPANY PROFIT-SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $571,319 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $318,053 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $300,637 |
| Total plan assets at end of year | 2010-12-31 | $4,737,545 |
| Total plan assets at beginning of year | 2010-12-31 | $4,484,279 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $76 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $117,667 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $253,266 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,737,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,484,279 |
| Assets. Value of employer securities | 2010-12-31 | $2,601,942 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $453,652 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $17,340 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2023: PETERSON COMPANY PROFIT-SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PETERSON COMPANY PROFIT-SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PETERSON COMPANY PROFIT-SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PETERSON COMPANY PROFIT-SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PETERSON COMPANY PROFIT-SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PETERSON COMPANY PROFIT-SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PETERSON COMPANY PROFIT-SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PETERSON COMPANY PROFIT-SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PETERSON COMPANY PROFIT-SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PETERSON COMPANY PROFIT-SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PETERSON COMPANY PROFIT-SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PETERSON COMPANY PROFIT-SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PETERSON COMPANY PROFIT-SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PETERSON COMPANY PROFIT-SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
