2023 Form 5500 filing — Deferred Savings Plan Of The Penske Corporation
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 20241001092843NAL0006861585001) for Deferred Savings Plan Of The Penske Corporation, reported by Penske Corporation under EIN 23-1717338 and plan number 333. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092843NAL0006861585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penske Corporation
- EIN
- 23-1717338
- Plan number
- 333
- Location
- Bloomfield Hills, MI
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,803,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,803,211
- Employer contributions
- $535,887
- Participant contributions
- $1,637,539
- Total income / additions
- $13,414,214
- Benefits paid
- $4,166,225
- Administrative expenses
- $22,285
- Total expenses
- $4,188,510
- Net increase / (decrease)
- $9,225,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,285 | $0 |