Petersen Automotive Interests, Inc. 401k Plan — Form 5500 plan (Petersen Automotive Interests, Inc.)
Plain-English plan 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, Petersen Automotive Interests, Inc. 401k Plan is a benefit plan reported by Petersen Automotive Interests, Inc. under EIN 72-1132718 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $8,671,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petersen Automotive Interests, Inc.
- EIN
- 72-1132718
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $8,671,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241009110108NAL0010545443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,671,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,671,693
- Net assets (BOY)
- $6,871,554
Income & contributions
- Participant contributions
- $1,251,334
- Total contributions
- $1,251,334
- Total income / additions
- $2,430,272
Expenses & distributions
- Benefits paid
- $618,575
- Administrative expenses
- $11,558
- Total expenses
- $630,133
- Net increase / (decrease)
- $1,800,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $25,148 | 2023 |
| Blue Ridge Topco, LLC | THIRD PARTY ADMIN | $0 | $6,252 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $704 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Petersen Automotive Interests, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Raymond James Financial Services — Schedule C compensation
- Blue Ridge Topco, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation