2023 Form 5500 filing — Petersen Automotive Interests, Inc. 401k 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 20241009110108NAL0010545443001) for Petersen Automotive Interests, Inc. 401k Plan, reported by Petersen Automotive Interests, Inc. under EIN 72-1132718 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110108NAL0010545443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petersen Automotive Interests, Inc.
- EIN
- 72-1132718
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,671,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,671,693
- Participant contributions
- $1,251,334
- Total income / additions
- $2,430,272
- Benefits paid
- $618,575
- Administrative expenses
- $11,558
- Total expenses
- $630,133
- Net increase / (decrease)
- $1,800,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $25,148 |
| Blue Ridge Topco, LLC | THIRD PARTY ADMIN | $0 | $6,252 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $704 | not reported in the loaded dataset |