Peterson Wealth Services

Billy C Peterson Registered Agent

1523 E SKYLINE DR STE C, SOUTH OGDEN, UT 84405

1523 E SKYLINE DR STE C, SOUTH OGDEN, UT 84405 View Map

Form 5500

1523 East Skyline Drive Suite C, South Ogden, Ut 84405 (801) 475-4002 EIN:27-0532838 Plan Admin:Billy Peterson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$1,304,518 / $1,695,880	2023	PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST - Plan #001	7 / 10	$1,304,518 / $1,695,880
2022	Plan NamePETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,506,593 / $1,304,518	2022	PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST - Plan #001	6 / 7	$1,506,593 / $1,304,518
2021	Plan NamePETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,226,656 / $1,506,593	2021	PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST - Plan #001	6 / 6	$1,226,656 / $1,506,593
2020	Plan NamePETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$910,075 / $1,226,656	2020	PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST - Plan #001	6 / 6	$910,075 / $1,226,656
2019	Plan NamePETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST Plan #001 Participants BOY/EOY7 / 5 Assets BOY/EOY$686,099 / $910,075	2019	PETERSON WEALTH SERVICES 401(K) PROFIT SHARING PLA N & TRUST - Plan #001	7 / 5	$686,099 / $910,075

Benefit & Retirement Plans based on Form 5500.

PPP Loans

1523 E. Skyline Dr. Ste C, South Ogden, UT 84405

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$56,268 Forgiven$56,688 LenderGlacier Bank Jobs4	04/28/2020	$56,268	$56,688	Glacier Bank	4

PPP Loans based on Paycheck Protection Program.

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Address Match:1523 E Skyline Dr Ste C South Ogden, UT

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

Company Summary