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, Jackson Group Peterbilt, Inc. 401(K) Retirement Plan is a benefit plan reported by Jackson Group Peterbilt, Inc. under EIN 87-0621494 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $23,812,201 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,812,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,812,201
- Net assets (BOY)
- $17,163,990
Income & contributions
- Employer contributions
- $556,912
- Participant contributions
- $4,303,798
- Total contributions
- $4,969,638
- Total income / additions
- $8,242,045
Expenses & distributions
- Benefits paid
- $1,490,629
- Administrative expenses
- $56,651
- Total expenses
- $1,593,834
- Net increase / (decrease)
- $6,648,211