2023 Form 5500 filing — Peterbilt Of Atlanta 401(K) Retirement Savings 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 20240920221524NAL0008188033001) for Peterbilt Of Atlanta 401(K) Retirement Savings Plan, reported by Peterbilt Of Atlanta, LLC under EIN 27-4878358 and plan number 001. It reports 277 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)$10.2MReported net assets$10,239,925
Participants277
Provider compensation$11.9K2 Schedule C row(s)$11,894
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920221524NAL0008188033001
- Plan sponsor
- Peterbilt Of Atlanta, LLC
- EIN
- 27-4878358
- Plan number
- 001
- Location
- Jackson, GA
- Received date
- not reported in the loaded dataset
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,239,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,239,925
- Employer contributions
- $345,563
- Participant contributions
- $962,748
- Total income / additions
- $2,761,924
- Benefits paid
- $548,212
- Administrative expenses
- $11,894
- Total expenses
- $569,309
- Net increase / (decrease)
- $2,192,615
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $6,029 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $5,865 | not reported in the loaded dataset |