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PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 401k Plan overview

Plan NamePENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Plan identification number 011

PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PENSKE TRUCK LEASING CO., LP has sponsored the creation of one or more 401k plans.

Company Name:PENSKE TRUCK LEASING CO., LP
Employer identification number (EIN):232518618
NAIC Classification:488490
NAIC Description:Other Support Activities for Road Transportation

Additional information about PENSKE TRUCK LEASING CO., LP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2167014

More information about PENSKE TRUCK LEASING CO., LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112022-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01
0112014-01-01GEOFF GIBSON GEOFF GIBSON2015-10-15
0112013-01-01GEOFF GIBSON GEOFF GIBSON2014-10-09
0112012-01-01GEOFF GIBSON GEOFF GIBSON2013-10-09
0112011-01-01GEOFF GIBSON GEOFF GIBSON2012-10-12
0112010-01-01JOE O'NEILL JOE O'NEILL2011-10-17
0112009-01-01GEOFF GIBSON-MANAGER, BENEFITS GEOFF GIBSON-MANAGER BENEFITS2010-10-15
0112009-01-01GEOFF GIBSON

Plan Statistics for PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k plan membership statisitcs for PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2022: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01161
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0162
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01161
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01152
Total of all active and inactive participants2020-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01164
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01155
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01159
Total of all active and inactive participants2018-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01172
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2014: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01182
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01220
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01178
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01210
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01284
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01188
Total of all active and inactive participants2012-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01220
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01505
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01386
Total number of active participants reported on line 7a of the Form 55002010-01-01313
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01189
Total of all active and inactive participants2010-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01502
Number of participants with account balances2010-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01428
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01245
Total of all active and inactive participants2009-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01385
Number of participants with account balances2009-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2022 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-104,925
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$34,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$497,953
Value of total assets at beginning of year2022-12-31$637,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,726
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,698
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-139,378
Value of net assets at end of year (total assets less liabilities)2022-12-31$497,953
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$637,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$372,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$488,850
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$125,347
Value of interest in common/collective trusts at beginning of year2022-12-31$148,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-112,138
Net investment gain or loss from common/collective trusts2022-12-31$2,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,727
Contract administrator fees2022-12-31$4,726
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$79,543
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$637,331
Value of total assets at beginning of year2021-12-31$573,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,081
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,922
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$64,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$637,331
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$573,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$488,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$415,537
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$148,481
Value of interest in common/collective trusts at beginning of year2021-12-31$157,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$74,255
Net investment gain or loss from common/collective trusts2021-12-31$2,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,179
Contract administrator fees2021-12-31$2,081
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$91,997
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$133,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$130,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$573,048
Value of total assets at beginning of year2020-12-31$614,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,182
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,847
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-41,014
Value of net assets at end of year (total assets less liabilities)2020-12-31$573,048
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$614,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$415,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$452,888
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$157,511
Value of interest in common/collective trusts at beginning of year2020-12-31$161,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,617
Net investment gain or loss from common/collective trusts2020-12-31$5,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$130,829
Contract administrator fees2020-12-31$2,182
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$111,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$35,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$614,062
Value of total assets at beginning of year2019-12-31$537,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$330
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,310
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$76,448
Value of net assets at end of year (total assets less liabilities)2019-12-31$614,062
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$537,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$452,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$374,221
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$161,174
Value of interest in common/collective trusts at beginning of year2019-12-31$163,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$101,713
Net investment gain or loss from common/collective trusts2019-12-31$1,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,883
Contract administrator fees2019-12-31$330
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-17,419
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$537,614
Value of total assets at beginning of year2018-12-31$567,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$255
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,756
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-30,175
Value of net assets at end of year (total assets less liabilities)2018-12-31$537,614
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$567,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$374,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$377,302
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$163,393
Value of interest in common/collective trusts at beginning of year2018-12-31$190,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,404
Net investment gain or loss from common/collective trusts2018-12-31$3,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,501
Contract administrator fees2018-12-31$255
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2014 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$224
Total income from all sources (including contributions)2014-12-31$39,366
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$39,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,894
Expenses. Certain deemed distributions of participant loans2014-12-31$4,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,625
Value of total assets at end of year2014-12-31$655,421
Value of total assets at beginning of year2014-12-31$653,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,844
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,625
Participant contributions at end of year2014-12-31$177
Participant contributions at beginning of year2014-12-31$4,456
Assets. Other investments not covered elsewhere at end of year2014-12-31$-4,497
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-2,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$307
Value of net assets at end of year (total assets less liabilities)2014-12-31$654,011
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$653,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$385,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$347,750
Interest on participant loans2014-12-31$5
Value of interest in common/collective trusts at end of year2014-12-31$273,996
Value of interest in common/collective trusts at beginning of year2014-12-31$304,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,732
Net investment gain or loss from common/collective trusts2014-12-31$2,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,894
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,318
Total income from all sources (including contributions)2013-12-31$89,401
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,413
Value of total assets at end of year2013-12-31$653,928
Value of total assets at beginning of year2013-12-31$594,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,105
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,351
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,413
Participant contributions at end of year2013-12-31$4,456
Participant contributions at beginning of year2013-12-31$5,884
Assets. Other investments not covered elsewhere at end of year2013-12-31$-2,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$63,379
Value of net assets at end of year (total assets less liabilities)2013-12-31$653,704
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$590,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$347,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$267,009
Interest on participant loans2013-12-31$1,105
Value of interest in common/collective trusts at end of year2013-12-31$304,139
Value of interest in common/collective trusts at beginning of year2013-12-31$321,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$69,005
Net investment gain or loss from common/collective trusts2013-12-31$2,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,022
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,920
Total income from all sources (including contributions)2012-12-31$94,342
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$447,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$445,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$50,879
Value of total assets at end of year2012-12-31$594,643
Value of total assets at beginning of year2012-12-31$949,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,350
Total interest from all sources2012-12-31$525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,606
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,111
Participant contributions at end of year2012-12-31$5,884
Participant contributions at beginning of year2012-12-31$76,162
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-352,804
Value of net assets at end of year (total assets less liabilities)2012-12-31$590,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$943,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$267,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$282,465
Interest on participant loans2012-12-31$525
Value of interest in common/collective trusts at end of year2012-12-31$321,750
Value of interest in common/collective trusts at beginning of year2012-12-31$588,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$80
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,699
Net investment gain or loss from common/collective trusts2012-12-31$5,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$41,768
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$445,796
Contract administrator fees2012-12-31$1,350
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,495
Total income from all sources (including contributions)2011-12-31$143,486
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$132,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$124,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$140,420
Value of total assets at end of year2011-12-31$949,049
Value of total assets at beginning of year2011-12-31$960,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,625
Total interest from all sources2011-12-31$14,023
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,957
Participant contributions at end of year2011-12-31$76,162
Participant contributions at beginning of year2011-12-31$57,308
Participant contributions at end of year2011-12-31$193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,019
Value of net assets at end of year (total assets less liabilities)2011-12-31$943,129
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$932,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$282,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$282,204
Interest on participant loans2011-12-31$2,101
Value of interest in common/collective trusts at end of year2011-12-31$588,307
Value of interest in common/collective trusts at beginning of year2011-12-31$621,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$80
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$78
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$78
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,922
Net investment gain or loss from common/collective trusts2011-12-31$-10,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$128,463
Employer contributions (assets) at end of year2011-12-31$1,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$124,842
Contract administrator fees2011-12-31$7,625
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$269,072
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$970,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$963,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$154,733
Value of total assets at end of year2010-12-31$960,605
Value of total assets at beginning of year2010-12-31$1,633,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,180
Total interest from all sources2010-12-31$1,828
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,571
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,406
Participant contributions at end of year2010-12-31$57,308
Participant contributions at beginning of year2010-12-31$100,074
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-701,235
Value of net assets at end of year (total assets less liabilities)2010-12-31$932,110
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,633,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$282,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$562,093
Interest on participant loans2010-12-31$1,828
Value of interest in common/collective trusts at end of year2010-12-31$621,015
Value of interest in common/collective trusts at beginning of year2010-12-31$960,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$78
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,280
Net investment gain or loss from common/collective trusts2010-12-31$79,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$143,327
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$3,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$963,127
Contract administrator fees2010-12-31$7,180
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

2022: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2014: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSKE LOGISTICS, INC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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