Deferred Savings Plan Of The Penske Corporation — Form 5500 plan (Penske Corporation)
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, Deferred Savings Plan Of The Penske Corporation is a benefit plan reported by Penske Corporation under EIN 23-1717338 and plan number 333. The latest loaded filing year is 2023. The filing reports 141 participants and $75,803,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penske Corporation
- EIN
- 23-1717338
- Plan number
- 333
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $75,803,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241001092843NAL0006861585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,803,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,803,211
- Net assets (BOY)
- $66,577,507
Income & contributions
- Employer contributions
- $535,887
- Participant contributions
- $1,637,539
- Total contributions
- $2,173,426
- Total income / additions
- $13,414,214
Expenses & distributions
- Benefits paid
- $4,166,225
- Administrative expenses
- $22,285
- Total expenses
- $4,188,510
- Net increase / (decrease)
- $9,225,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,285 | $0 | 2023 |