Peterbilt Of Atlanta 401(K) Retirement Savings Plan — Form 5500 plan (Peterbilt Of Atlanta, 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, Peterbilt Of Atlanta 401(K) Retirement Savings Plan is a benefit plan reported by Peterbilt Of Atlanta, LLC under EIN 27-4878358 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $10,239,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peterbilt Of Atlanta, LLC
EIN
27-4878358
Plan number
001
Plan type
2
Location
Jackson, GA
Latest filing year
2023
Participants
277
End-of-year plan assets
$10,239,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240920221524NAL0008188033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,239,925
Total liabilities (EOY)
$0
Net assets (EOY)
$10,239,925
Net assets (BOY)
$8,047,310

Income & contributions

Employer contributions
$345,563
Participant contributions
$962,748
Total contributions
$1,419,099
Total income / additions
$2,761,924

Expenses & distributions

Benefits paid
$548,212
Administrative expenses
$11,894
Total expenses
$569,309
Net increase / (decrease)
$2,192,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$6,029$02023
Morningstar Investment ManagementINVESTMENT ADVISOR$5,865not reported in the loaded dataset2023

Related Form 5500 pages