2023 Form 5500 filing — Peterson Trucks, Inc. Pension 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 20241015165600NAL0050561008001) for Peterson Trucks, Inc. Pension Plan, reported by Peterson Holding Company under EIN 94-2420293 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165600NAL0050561008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peterson Holding Company
- EIN
- 94-2420293
- Plan number
- 002
- Location
- San Leandro, CA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,407,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,407,201
- Employer contributions
- $408,977
- Total income / additions
- $1,048,788
- Benefits paid
- $332,303
- Administrative expenses
- $38,784
- Total expenses
- $371,087
- Net increase / (decrease)
- $677,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $21,144 | not reported in the loaded dataset |
| Armanino Llp | NONE | $17,640 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |