Plan5500

Peterson Trucks, Inc. Pension Plan — Form 5500 plan (Peterson Holding Company)

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, Peterson Trucks, Inc. Pension Plan is a benefit plan reported by Peterson Holding Company under EIN 94-2420293 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $5,407,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peterson Holding Company
EIN
94-2420293
Plan number
002
Plan type
2
Location
San Leandro, CA
Latest filing year
2023
Participants
162
End-of-year plan assets
$5,407,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241015165600NAL0050561008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,407,201
Total liabilities (EOY)
$0
Net assets (EOY)
$5,407,201
Net assets (BOY)
$4,729,500

Income & contributions

Employer contributions
$408,977
Total contributions
$408,977
Total income / additions
$1,048,788

Expenses & distributions

Benefits paid
$332,303
Administrative expenses
$38,784
Total expenses
$371,087
Net increase / (decrease)
$677,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$21,144not reported in the loaded dataset2023
Armanino LlpNONE$17,640not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages