Penske Motor Group, LLC 401(K) Savings Plan — Form 5500 plan (Penske Motor Group, 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, Penske Motor Group, LLC 401(K) Savings Plan is a benefit plan reported by Penske Motor Group, LLC under EIN 45-4060873 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,359 participants and $142,758,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penske Motor Group, LLC
- EIN
- 45-4060873
- Plan number
- 001
- Plan type
- 2
- Location
- El Monte, CA
- Latest filing year
- 2023
- Participants
- 1,359
- End-of-year plan assets
- $142,758,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,359 | H, C | 20240913152914NAL0010104577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,758,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,758,814
- Net assets (BOY)
- $123,493,909
Income & contributions
- Employer contributions
- $2,098,745
- Participant contributions
- $6,617,098
- Total contributions
- $8,972,986
- Total income / additions
- $28,233,420
Expenses & distributions
- Benefits paid
- $8,757,403
- Administrative expenses
- $180,697
- Total expenses
- $8,968,515
- Net increase / (decrease)
- $19,264,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $180,697 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penske Motor Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Monte, CA
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation