P 401(k) Plan Report

Stable plan record

PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST

Sponsored by PETERSON WEALTH SERVICES · EIN/PN 270532838-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$13,077
Administrative cost per participant
2025
Not reported
Active participants
2025
6
Total plan assets
2025
$2,619,643
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416110855NAL00181149290016$13,077
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.