2023 Form 5500 filing — Penske Vehicle Services, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809051011NAL0005970977001) for Penske Vehicle Services, Inc. 401(K) Plan, reported by Penske Vehicle Services, Inc. under EIN 51-0395686 and plan number 001. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,908,434

Participants485

Provider compensation$84.1K2 Schedule C row(s)$84,066

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240809051011NAL0005970977001
Plan sponsor: Penske Vehicle Services, Inc.
EIN: 51-0395686
Plan number: 001
Location: Troy, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.9M total assets

Net assets$8.9MLiabilities$0

Money in vs. money out

Total income / additions$2.6M

Total expenses$1.3M

Benefits paid / distributions$1.1M

Contributions

Employer$251.2K

Participant$1.1M

Full reported line items

Total assets (EOY): $8,908,434
Total liabilities (EOY): $0
Net assets (EOY): $8,908,434
Employer contributions: $251,166
Participant contributions: $1,117,652
Total income / additions: $2,573,752
Benefits paid: $1,142,028
Administrative expenses: $100,067
Total expenses: $1,273,249
Net increase / (decrease): $1,300,503

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$63.9K
RECORD KEEPER · Direct $63.9K · Indirect $0
2
Secure Asset Management LLC$20.2K
INVESTMENT/FINANCIAL ADVI · Direct $20.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809051011NAL0005970977001 cover?: It is the 2023 Form 5500 filing for Penske Vehicle Services, Inc. 401(K) Plan, reported by Penske Vehicle Services, Inc. (EIN 51-0395686).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).