PETERSON & ASSOCIATES, INC.

Company Details

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

PETERSON & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN & TRUST

2009

363853777

2010-03-18

PETERSON & ASSOCIATES INC.

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2009-01-01
Business code	423800
Sponsor’s telephone number	7083525268
Plan sponsor’s mailing address	300 S. CATHERINE, LAGRANGE, IL, 60525
Plan sponsor’s address	300 S. CATHERINE, LAGRANGE, IL, 60525

Plan administrator’s name and address

Administrator’s EIN	363853777
Plan administrator’s name	PETERSON & ASSOCIATES INC.
Plan administrator’s address	300 S. CATHERINE, LAGRANGE, IL, 60525
Administrator’s telephone number	7083525268

Number of participants as of the end of the plan year

Active participants	0
Retired or separated participants receiving benefits	0
Other retired or separated participants entitled to future benefits	0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	0
Number of participants with account balances as of the end of the plan year	0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	0

Signature of

Role	Plan administrator
Date	2010-03-09
Name of individual signing	MICHAEL PETERSON
Valid signature	Filed with authorized/valid electronic signature

Name and Address	Role	Appointment Date
KENNETH A PETERSON, 1603 FAIRWAY DR 3-F, LISLE, 60532, DU PAGE	Agent	1991-05-09

Name and Address	Role
KENNETH A PETERSON, 1603 FAIRWAY DR APT 3F, LISLE, 60532	President

Class	Series	Voting Rights	Authorized Shares	Issued Shares	Par Value
COMMON	No data	Rights Unknown	1000	100000	No data

Date of last update: 23 Jan 2025