2023 Form 5500 filing — Jackson Group Peterbilt, Inc. 401(K) Retirement 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 20241004101910NAL0011299105001) for Jackson Group Peterbilt, Inc. 401(K) Retirement Plan, reported by Jackson Group Peterbilt, Inc. under EIN 87-0621494 and plan number 001. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004101910NAL0011299105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Group Peterbilt, Inc.
- EIN
- 87-0621494
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,812,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,812,201
- Employer contributions
- $556,912
- Participant contributions
- $4,303,798
- Total income / additions
- $8,242,045
- Benefits paid
- $1,490,629
- Administrative expenses
- $56,651
- Total expenses
- $1,593,834
- Net increase / (decrease)
- $6,648,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $64,126 | $0 |
| Global Retirement Partners, LLC | MONEY MANAGER | $39,351 | not reported in the loaded dataset |
| National Benefit Services, LLC | TPA | $25,405 | not reported in the loaded dataset |