Penn Detroit Diesel Allison, LLC 401(K) Retirement Plan For Union Employees — Form 5500 plan (Penn Detroit Diesel Allison, LLC)

Plain-English plan 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, Penn Detroit Diesel Allison, LLC 401(K) Retirement Plan For Union Employees is a benefit plan reported by Penn Detroit Diesel Allison, LLC under EIN 20-5189445 and plan number 003. The latest loaded filing year is 2023. The filing reports 131 participants and $7,463,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Penn Detroit Diesel Allison, LLC
EIN
20-5189445
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
131
End-of-year plan assets
$7,463,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241008151351NAL0009823123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,463,310
Total liabilities (EOY)
$13,967
Net assets (EOY)
$7,449,343
Net assets (BOY)
$7,850,108

Income & contributions

Employer contributions
$148,379
Participant contributions
$304,254
Total contributions
$452,633
Total income / additions
$1,583,607

Expenses & distributions

Benefits paid
$1,962,027
Administrative expenses
$9,941
Total expenses
$1,979,674
Net increase / (decrease)
-$396,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Choreo LLCNONE$8,280not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$1,765$02023

Related Form 5500 pages