2023 Form 5500 filing — Peterson Trucks, Inc. 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 20241015165600NAL0050561008001) for Peterson Trucks, Inc. Pension Plan, reported by Peterson Holding Company under EIN 94-2420293 and plan number 002. It reports 162 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)$5.4MReported net assets$5,407,201
Participants162
Provider compensation$38.8K3 Schedule C row(s)$38,784
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165600NAL0050561008001
- Plan sponsor
- Peterson Holding Company
- EIN
- 94-2420293
- Plan number
- 002
- Location
- San Leandro, CA
- 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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,407,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,407,201
- Employer contributions
- $408,977
- Total income / additions
- $1,048,788
- Benefits paid
- $332,303
- Administrative expenses
- $38,784
- Total expenses
- $371,087
- Net increase / (decrease)
- $677,701
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $21,144 | not reported in the loaded dataset |
| Armanino Llp | NONE | $17,640 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |