2023 Form 5500 filing — Penn Detroit Diesel Allison, LLC 401(K) Retirement Plan For Union Employees
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 20241008151351NAL0009823123001) for Penn Detroit Diesel Allison, LLC 401(K) Retirement Plan For Union Employees, reported by Penn Detroit Diesel Allison, LLC under EIN 20-5189445 and plan number 003. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151351NAL0009823123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Penn Detroit Diesel Allison, LLC
- EIN
- 20-5189445
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,463,310
- Total liabilities (EOY)
- $13,967
- Net assets (EOY)
- $7,449,343
- Employer contributions
- $148,379
- Participant contributions
- $304,254
- Total income / additions
- $1,583,607
- Benefits paid
- $1,962,027
- Administrative expenses
- $9,941
- Total expenses
- $1,979,674
- Net increase / (decrease)
- -$396,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Choreo LLC | NONE | $8,280 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $1,765 | $0 |