2023 Form 5500 filing — Peterbilt Of Atlanta 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920221524NAL0008188033001) for Peterbilt Of Atlanta 401(K) Retirement Savings Plan, reported by Peterbilt Of Atlanta, LLC under EIN 27-4878358 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920221524NAL0008188033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterbilt Of Atlanta, LLC
- EIN
- 27-4878358
- Plan number
- 001
- Location
- Jackson, GA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,239,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,239,925
- Employer contributions
- $345,563
- Participant contributions
- $962,748
- Total income / additions
- $2,761,924
- Benefits paid
- $548,212
- Administrative expenses
- $11,894
- Total expenses
- $569,309
- Net increase / (decrease)
- $2,192,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $6,029 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $5,865 | not reported in the loaded dataset |