2023 Form 5500 filing — Budget Rent A Car System, Inc. Employees' Pension 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 20241011113123NAL0012428643001) for Budget Rent A Car System, Inc. Employees' Pension Plan, reported by Budget Rent A Car System, Inc. under EIN 42-1553246 and plan number 001. It reports 1,422 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)$36MReported net assets$35,955,058

Participants1.4K1,422

Provider compensation$12.6K3 Schedule C row(s)$12,552

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011113123NAL0012428643001
Plan sponsor: Budget Rent A Car System, Inc.
EIN: 42-1553246
Plan number: 001
Location: Parsippany, NJ
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)$36.1M total assets

Net assets$36MLiabilities$129.1K

Money in vs. money out

Total income / additions$4.5M

Total expenses$3M

Benefits paid / distributions$2.2M

Contributions

Employer$216.1K

ParticipantNot reported

Full reported line items

Total assets (EOY): $36,084,204
Total liabilities (EOY): $129,146
Net assets (EOY): $35,955,058
Employer contributions: $216,129
Total income / additions: $4,493,933
Benefits paid: $2,249,216
Administrative expenses: $799,826
Total expenses: $3,049,042
Net increase / (decrease): $1,444,891

Schedule C

Reported service provider compensation

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

1
Clearstead Advisors, LLC$12.6K
BROKER · Direct $12.6K
2
Transamerica Retirement Solutions$0
RECORD KEEPER · Direct $0 · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113123NAL0012428643001 cover?: It is the 2023 Form 5500 filing for Budget Rent A Car System, Inc. Employees' Pension Plan, reported by Budget Rent A Car System, Inc. (EIN 42-1553246).
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).