Black Horse Carriers, Inc. 401k Retirement Savings Plan — Form 5500 plan (Penske Truck Leasing Co., L.P.)
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, Black Horse Carriers, Inc. 401k Retirement Savings Plan is a benefit plan reported by Penske Truck Leasing Co., L.P. under EIN 36-4284078 and plan number 020. The latest loaded filing year is 2023. The filing reports 4,019 participants and $41,289,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penske Truck Leasing Co., L.P.
- EIN
- 36-4284078
- Plan number
- 020
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 4,019
- End-of-year plan assets
- $41,289,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,019 | H, C | 20241014152741NAL0027708705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,289,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,289,044
- Net assets (BOY)
- $35,256,470
Income & contributions
- Employer contributions
- $801,943
- Participant contributions
- $4,908,340
- Total contributions
- $6,105,140
- Total income / additions
- $11,727,134
Expenses & distributions
- Benefits paid
- $5,471,378
- Administrative expenses
- $209,248
- Total expenses
- $5,694,560
- Net increase / (decrease)
- $6,032,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $186,106 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $29,021 | 2023 |
| Mercer | INVESTMENT ADVISORY | $18,000 | not reported in the loaded dataset | 2023 |
| Penske Truck Leasing Co Lp | OTHER SERVICES | $0 | $17,273 | 2023 |
| Pkf Mueller, Llp | ACCOUNTANT | $8,142 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penske Truck Leasing Co., L.P.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Penske Truck Leasing Co Lp — Schedule C compensation
- Pkf Mueller, Llp — Schedule C compensation