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PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NamePENSKE VEHICLE SERVICES, INC. 401(K) PLAN
Plan identification number 001

PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENSKE VEHICLE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSKE VEHICLE SERVICES, INC.
Employer identification number (EIN):510395686
NAIC Classification:510395

Additional information about PENSKE VEHICLE SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2005-08-05
Company Identification Number: 0800528007
Legal Registered Office Address: 1225 E MAPLE RD

TROY
United States of America (USA)
48083

More information about PENSKE VEHICLE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSKE VEHICLE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID BROWN
0012016-01-01DAVID A BROWN DAVID A BROWN2017-07-24
0012015-01-01DAVID A BROWN DAVID A BROWN2016-09-27
0012014-01-01DAVID A BROWN DAVID A BROWN2015-10-06
0012013-01-01DAVID A BROWN DAVID A BROWN2014-09-23
0012012-01-01DAVID A BROWN DAVID A BROWN2013-09-16
0012011-01-01DAVID A BROWN DAVID A BROWN2012-09-07
0012010-01-01DAVID A BROWN
0012009-01-01DAVID BROWN

Plan Statistics for PENSKE VEHICLE SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for PENSKE VEHICLE SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01421
Total number of active participants reported on line 7a of the Form 55002022-01-01339
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01457
Number of participants with account balances2022-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01296
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01123
Total of all active and inactive participants2021-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01419
Number of participants with account balances2021-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01406
Total number of active participants reported on line 7a of the Form 55002020-01-01291
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01394
Number of participants with account balances2020-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01442
Total number of active participants reported on line 7a of the Form 55002019-01-01311
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01402
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01498
Total number of active participants reported on line 7a of the Form 55002018-01-01309
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01429
Number of participants with account balances2018-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01671
Total number of active participants reported on line 7a of the Form 55002017-01-01395
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01493
Number of participants with account balances2017-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01690
Total number of active participants reported on line 7a of the Form 55002016-01-01596
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01671
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01466
Total number of active participants reported on line 7a of the Form 55002015-01-01621
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01689
Number of participants with account balances2015-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01529
Total number of active participants reported on line 7a of the Form 55002014-01-01399
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01465
Number of participants with account balances2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01499
Total number of active participants reported on line 7a of the Form 55002013-01-01411
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01475
Number of participants with account balances2013-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01493
Total number of active participants reported on line 7a of the Form 55002012-01-01391
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01455
Number of participants with account balances2012-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01463
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01412
Number of participants with account balances2011-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01445
Total number of active participants reported on line 7a of the Form 55002010-01-01340
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01435
Number of participants with account balances2010-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01441
Total number of active participants reported on line 7a of the Form 55002009-01-01332
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01416
Number of participants with account balances2009-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0153

Financial Data on PENSKE VEHICLE SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-160,206
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,246,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,123,857
Expenses. Certain deemed distributions of participant loans2022-12-31$31,438
Value of total corrective distributions2022-12-31$226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,170,697
Value of total assets at end of year2022-12-31$7,607,931
Value of total assets at beginning of year2022-12-31$9,014,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,099
Total interest from all sources2022-12-31$11,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$465,737
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$465,737
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$942,257
Participant contributions at end of year2022-12-31$194,526
Participant contributions at beginning of year2022-12-31$217,828
Participant contributions at end of year2022-12-31$34,009
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,947
Other income not declared elsewhere2022-12-31$867
Administrative expenses (other) incurred2022-12-31$91,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,406,826
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,607,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,014,757
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$7,087,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,439,522
Interest on participant loans2022-12-31$11,359
Value of interest in common/collective trusts at end of year2022-12-31$284,517
Value of interest in common/collective trusts at beginning of year2022-12-31$357,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,814,779
Net investment gain or loss from common/collective trusts2022-12-31$5,913
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
Contributions received in cash from employer2022-12-31$205,493
Employer contributions (assets) at end of year2022-12-31$7,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,123,857
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 name2022-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$1,902,090
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$497,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$397,458
Expenses. Certain deemed distributions of participant loans2021-12-31$404
Value of total corrective distributions2021-12-31$15,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,006,087
Value of total assets at end of year2021-12-31$9,014,757
Value of total assets at beginning of year2021-12-31$7,610,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,191
Total interest from all sources2021-12-31$15,272
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$717,221
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$717,221
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Contributions received from participants2021-12-31$796,493
Participant contributions at end of year2021-12-31$217,828
Participant contributions at beginning of year2021-12-31$229,990
Participant contributions at beginning of year2021-12-31$25,726
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,439
Administrative expenses (other) incurred2021-12-31$84,191
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$1,404,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,014,757
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,610,546
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$8,439,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,005,518
Interest on participant loans2021-12-31$15,272
Value of interest in common/collective trusts at end of year2021-12-31$357,407
Value of interest in common/collective trusts at beginning of year2021-12-31$342,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$158,255
Net investment gain or loss from common/collective trusts2021-12-31$5,255
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
Contributions received in cash from employer2021-12-31$181,155
Employer contributions (assets) at beginning of year2021-12-31$6,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$397,458
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 name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$1,727,902
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,014,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$877,777
Expenses. Certain deemed distributions of participant loans2020-12-31$785
Value of total corrective distributions2020-12-31$57,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$845,150
Value of total assets at end of year2020-12-31$7,610,546
Value of total assets at beginning of year2020-12-31$6,897,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,686
Total interest from all sources2020-12-31$9,721
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$464,837
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$464,837
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Contributions received from participants2020-12-31$741,343
Participant contributions at end of year2020-12-31$229,990
Participant contributions at beginning of year2020-12-31$223,329
Participant contributions at end of year2020-12-31$25,726
Other income not declared elsewhere2020-12-31$711
Administrative expenses (other) incurred2020-12-31$78,686
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$713,083
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,610,546
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,897,463
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$7,005,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,557,712
Interest on participant loans2020-12-31$9,721
Value of interest in common/collective trusts at end of year2020-12-31$342,574
Value of interest in common/collective trusts at beginning of year2020-12-31$116,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$401,376
Net investment gain or loss from common/collective trusts2020-12-31$6,107
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
Contributions received in cash from employer2020-12-31$103,807
Employer contributions (assets) at end of year2020-12-31$6,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$877,777
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$2,146,500
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$960,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$792,707
Expenses. Certain deemed distributions of participant loans2019-12-31$14,497
Value of total corrective distributions2019-12-31$74,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$997,473
Value of total assets at end of year2019-12-31$6,897,463
Value of total assets at beginning of year2019-12-31$5,711,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,090
Total interest from all sources2019-12-31$11,364
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$521,093
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$521,093
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$761,925
Participant contributions at end of year2019-12-31$223,329
Participant contributions at beginning of year2019-12-31$191,476
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,363
Other income not declared elsewhere2019-12-31$553
Administrative expenses (other) incurred2019-12-31$79,090
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$1,186,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,897,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,711,446
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$6,557,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,411,949
Interest on participant loans2019-12-31$11,364
Value of interest in common/collective trusts at end of year2019-12-31$116,422
Value of interest in common/collective trusts at beginning of year2019-12-31$108,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,185
Net investment gain or loss from common/collective trusts2019-12-31$2,832
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
Contributions received in cash from employer2019-12-31$181,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$792,707
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$467,949
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,516,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,438,150
Expenses. Certain deemed distributions of participant loans2018-12-31$4,824
Value of total corrective distributions2018-12-31$13,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$763,621
Value of total assets at end of year2018-12-31$5,711,446
Value of total assets at beginning of year2018-12-31$6,759,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,758
Total interest from all sources2018-12-31$7,554
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$427,893
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$427,893
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$618,651
Participant contributions at end of year2018-12-31$191,476
Participant contributions at beginning of year2018-12-31$157,638
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,699
Other income not declared elsewhere2018-12-31$8
Administrative expenses (other) incurred2018-12-31$59,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,048,529
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,711,446
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,759,975
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$5,411,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,501,729
Interest on participant loans2018-12-31$7,554
Value of interest in common/collective trusts at end of year2018-12-31$108,021
Value of interest in common/collective trusts at beginning of year2018-12-31$100,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-734,356
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
Contributions received in cash from employer2018-12-31$124,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,438,150
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,520,180
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$962,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$911,266
Expenses. Certain deemed distributions of participant loans2017-12-31$51,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$501,173
Value of total assets at end of year2017-12-31$6,759,975
Value of total assets at beginning of year2017-12-31$6,202,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$23,170
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,106
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$431,813
Participant contributions at end of year2017-12-31$157,638
Participant contributions at beginning of year2017-12-31$227,625
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,881
Other income not declared elsewhere2017-12-31$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$557,291
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,759,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,202,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,501,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,105,887
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,532,434
Interest on participant loans2017-12-31$7,223
Value of interest in common/collective trusts at end of year2017-12-31$100,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,336,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$990,645
Net investment gain or loss from common/collective trusts2017-12-31$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$911,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$870,635
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$227,669
Value of total corrective distributions2016-12-31$8,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$592,719
Value of total assets at end of year2016-12-31$6,202,684
Value of total assets at beginning of year2016-12-31$5,574,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,396
Total interest from all sources2016-12-31$23,194
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,480
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$505,663
Participant contributions at end of year2016-12-31$227,625
Participant contributions at beginning of year2016-12-31$257,078
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,744
Other income not declared elsewhere2016-12-31$5,879
Administrative expenses (other) incurred2016-12-31$6,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$627,765
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,202,684
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,574,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,105,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$846,926
Value of interest in pooled separate accounts at end of year2016-12-31$3,532,434
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,194,196
Interest on participant loans2016-12-31$10,227
Interest earned on other investments2016-12-31$12,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,336,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,276,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,649
Net investment gain/loss from pooled separate accounts2016-12-31$209,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$227,669
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$448,077
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$842,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$827,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$407,339
Value of total assets at end of year2015-12-31$5,574,919
Value of total assets at beginning of year2015-12-31$5,969,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,024
Total interest from all sources2015-12-31$24,408
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,190
Administrative expenses professional fees incurred2015-12-31$15,024
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$398,915
Participant contributions at end of year2015-12-31$257,078
Participant contributions at beginning of year2015-12-31$293,273
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,322
Other income not declared elsewhere2015-12-31$5,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-394,127
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,574,919
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,969,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$846,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$699,705
Value of interest in pooled separate accounts at end of year2015-12-31$3,194,196
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,759,664
Interest on participant loans2015-12-31$10,882
Interest earned on other investments2015-12-31$13,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,276,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,216,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,479
Net investment gain/loss from pooled separate accounts2015-12-31$42,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$827,180
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$634,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$902,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$893,897
Value of total corrective distributions2014-12-31$7,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$369,717
Value of total assets at end of year2014-12-31$5,969,046
Value of total assets at beginning of year2014-12-31$6,236,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,050
Total interest from all sources2014-12-31$33,553
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,000
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$9,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$369,717
Participant contributions at end of year2014-12-31$293,273
Participant contributions at beginning of year2014-12-31$300,214
Administrative expenses (other) incurred2014-12-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-267,406
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,969,046
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,236,452
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$699,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$541,584
Value of interest in pooled separate accounts at end of year2014-12-31$3,759,664
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,044,924
Interest on participant loans2014-12-31$13,045
Interest earned on other investments2014-12-31$20,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,216,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,349,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,539
Net investment gain/loss from pooled separate accounts2014-12-31$209,038
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$893,897
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,537,649
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$545,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$527,205
Value of total corrective distributions2013-12-31$12,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$445,197
Value of total assets at end of year2013-12-31$6,236,452
Value of total assets at beginning of year2013-12-31$5,244,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,407
Total interest from all sources2013-12-31$32,796
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,907
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$5,907
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$427,197
Participant contributions at end of year2013-12-31$300,214
Participant contributions at beginning of year2013-12-31$304,335
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,000
Administrative expenses (other) incurred2013-12-31$5,407
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$992,064
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,236,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,244,388
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$541,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$466,586
Value of interest in pooled separate accounts at end of year2013-12-31$4,044,924
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,993,838
Interest on participant loans2013-12-31$13,783
Interest earned on other investments2013-12-31$19,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,349,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,479,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$64,765
Net investment gain/loss from pooled separate accounts2013-12-31$988,984
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$527,205
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,050,056
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$382,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$377,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$543,300
Value of total assets at end of year2012-12-31$5,244,388
Value of total assets at beginning of year2012-12-31$4,576,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,428
Total interest from all sources2012-12-31$38,125
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,888
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$6,888
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$447,932
Participant contributions at end of year2012-12-31$304,335
Participant contributions at beginning of year2012-12-31$306,219
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,368
Administrative expenses (other) incurred2012-12-31$4,428
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$667,953
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,244,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,576,435
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$466,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$271,409
Value of interest in pooled separate accounts at end of year2012-12-31$2,993,838
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,625,261
Interest on participant loans2012-12-31$13,261
Interest earned on other investments2012-12-31$24,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,479,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,373,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$46,721
Net investment gain/loss from pooled separate accounts2012-12-31$415,022
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$377,675
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$304,307
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$720,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$714,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$469,379
Value of total assets at end of year2011-12-31$4,576,435
Value of total assets at beginning of year2011-12-31$4,992,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,865
Total interest from all sources2011-12-31$45,078
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,716
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$469,379
Participant contributions at end of year2011-12-31$306,219
Participant contributions at beginning of year2011-12-31$278,119
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$16,390
Other income not declared elsewhere2011-12-31$3,601
Administrative expenses (other) incurred2011-12-31$5,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-416,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,576,435
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,992,565
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$271,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,625,261
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,185,105
Interest on participant loans2011-12-31$14,388
Interest earned on other investments2011-12-31$30,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,373,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,512,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,585
Net investment gain/loss from pooled separate accounts2011-12-31$-207,882
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$714,572
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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$0
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$892,517
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$728,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$725,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$459,234
Value of total assets at end of year2010-12-31$4,992,565
Value of total assets at beginning of year2010-12-31$4,828,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,133
Total interest from all sources2010-12-31$54,010
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$412,860
Participant contributions at end of year2010-12-31$278,119
Participant contributions at beginning of year2010-12-31$232,930
Participant contributions at end of year2010-12-31$16,390
Participant contributions at beginning of year2010-12-31$16,278
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,374
Administrative expenses (other) incurred2010-12-31$3,133
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$163,984
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,992,565
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,828,581
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 pooled separate accounts at end of year2010-12-31$3,185,105
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,741,290
Interest on participant loans2010-12-31$13,177
Interest earned on other investments2010-12-31$40,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,512,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,838,083
Net investment gain/loss from pooled separate accounts2010-12-31$379,273
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$725,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 VEHICLE SERVICES, INC. 401(K) PLAN

2022: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSKE VEHICLE SERVICES, INC. 401(K) PLAN 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,164
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11164
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered689
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,975
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11975
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered465
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,964
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12964
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered475
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,115
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12115
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered455
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,784
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10784
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered412
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,363
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38394-001
Policy instance 1
Insurance contract or identification number38394-001
Number of Individuals Covered435
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,160
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6398
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION

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