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PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NamePENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 005

PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENSKE AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSKE AUTOMOTIVE GROUP, INC.
Employer identification number (EIN):223086739
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about PENSKE AUTOMOTIVE GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2020-06-15
Company Identification Number: 0803649599
Legal Registered Office Address: 2555 S TELEGRAPH RD

BLOOMFIELD
United States of America (USA)
48302

More information about PENSKE AUTOMOTIVE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052019-01-01
0052018-01-01
0052017-01-01CHARLES SIDNER CHARLES SIDNER2018-07-26
0052016-01-01CHARLES SIDNER CHARLES SIDNER2017-09-06
0052015-01-01CHARLES SIDNER CHARLES SIDNER2016-07-26
0052014-01-01CHARLES SIDNER CHARLES SIDNER2015-07-31
0052013-01-01CHARLES SIDNER CHARLES SIDNER2014-10-15
0052012-01-01CHARLES SIDNER CHARLES SIDNER2013-10-14
0052011-01-01CHARLES SIDNER CHARLES SIDNER2012-10-12
0052010-01-01CHARLES SIDNER CHARLES SIDNER2011-07-29
0052009-01-01CHARLES SIDNER CHARLES SIDNER2010-10-15

Plan Statistics for PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118,641
Total number of active participants reported on line 7a of the Form 55002022-01-0113,219
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,157
Total of all active and inactive participants2022-01-0116,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0140
Total participants2022-01-0116,416
Number of participants with account balances2022-01-0115,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01955
2021: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,330
Total number of active participants reported on line 7a of the Form 55002021-01-0112,538
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,569
Total of all active and inactive participants2021-01-0118,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0142
Total participants2021-01-0118,149
Number of participants with account balances2021-01-0117,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01259
2020: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,426
Total number of active participants reported on line 7a of the Form 55002020-01-0111,812
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015,018
Total of all active and inactive participants2020-01-0116,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0130
Total participants2020-01-0116,860
Number of participants with account balances2020-01-0115,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01859
2019: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119,016
Total number of active participants reported on line 7a of the Form 55002019-01-0113,434
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,751
Total of all active and inactive participants2019-01-0118,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-0118,220
Number of participants with account balances2019-01-0117,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,105
2018: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,588
Total number of active participants reported on line 7a of the Form 55002018-01-0113,047
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015,688
Total of all active and inactive participants2018-01-0118,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-0118,766
Number of participants with account balances2018-01-0117,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,173
2017: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,150
Total number of active participants reported on line 7a of the Form 55002017-01-0113,339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,970
Total of all active and inactive participants2017-01-0117,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-0117,330
Number of participants with account balances2017-01-0113,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01707
2016: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117,476
Total number of active participants reported on line 7a of the Form 55002016-01-0114,846
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,050
Total of all active and inactive participants2016-01-0117,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-0117,917
Number of participants with account balances2016-01-0112,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01611
2015: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0115,193
Total number of active participants reported on line 7a of the Form 55002015-01-0114,115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,094
Total of all active and inactive participants2015-01-0117,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0125
Total participants2015-01-0117,234
Number of participants with account balances2015-01-0111,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01778
2014: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,110
Total number of active participants reported on line 7a of the Form 55002014-01-0112,136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,764
Total of all active and inactive participants2014-01-0114,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-0114,922
Number of participants with account balances2014-01-0110,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01613
2013: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113,306
Total number of active participants reported on line 7a of the Form 55002013-01-0111,477
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,438
Total of all active and inactive participants2013-01-0113,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-0113,933
Number of participants with account balances2013-01-019,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01489
2012: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,222
Total number of active participants reported on line 7a of the Form 55002012-01-0110,874
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,201
Total of all active and inactive participants2012-01-0113,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0113,089
Number of participants with account balances2012-01-019,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01455
2011: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,976
Total number of active participants reported on line 7a of the Form 55002011-01-019,469
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,561
Total of all active and inactive participants2011-01-0112,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112,030
Number of participants with account balances2011-01-018,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01433
2010: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114,190
Total number of active participants reported on line 7a of the Form 55002010-01-016,768
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014,191
Total of all active and inactive participants2010-01-0110,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0117
Total participants2010-01-0110,976
Number of participants with account balances2010-01-0110,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01297
2009: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,471
Total number of active participants reported on line 7a of the Form 55002009-01-0112,957
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,221
Total of all active and inactive participants2009-01-0114,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-0114,187
Number of participants with account balances2009-01-017,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01203

Financial Data on PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,820,070
Total unrealized appreciation/depreciation of assets2022-12-31$3,820,070
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$0
Total income from all sources (including contributions)2022-12-31$-11,874,372
Total loss/gain on sale of assets2022-12-31$3,253,183
Total of all expenses incurred2022-12-31$69,611,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$66,045,364
Expenses. Certain deemed distributions of participant loans2022-12-31$2,679,502
Value of total corrective distributions2022-12-31$205,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$99,725,905
Value of total assets at end of year2022-12-31$776,576,708
Value of total assets at beginning of year2022-12-31$858,062,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$681,549
Total interest from all sources2022-12-31$843,294
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,461,380
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$1,444,513
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$63,406,969
Participant contributions at end of year2022-12-31$18,892,289
Participant contributions at beginning of year2022-12-31$19,023,873
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,650,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$14,793
Other income not declared elsewhere2022-12-31$326,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-81,486,210
Value of net assets at end of year (total assets less liabilities)2022-12-31$776,576,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$858,062,918
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$103,070,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,972,162
Interest on participant loans2022-12-31$843,294
Value of interest in common/collective trusts at end of year2022-12-31$598,438,081
Value of interest in common/collective trusts at beginning of year2022-12-31$697,482,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,635,420
Net investment gain or loss from common/collective trusts2022-12-31$-110,669,042
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$56,174,248
Assets. Invements in employer securities at beginning of year2022-12-31$52,569,173
Contributions received in cash from employer2022-12-31$27,668,683
Income. Dividends from common stock2022-12-31$1,016,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$66,045,364
Contract administrator fees2022-12-31$681,549
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
Aggregate proceeds on sale of assets2022-12-31$7,039,214
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,786,031
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$21,773,635
Total unrealized appreciation/depreciation of assets2021-12-31$21,773,635
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$210,063,615
Total loss/gain on sale of assets2021-12-31$2,732,547
Total of all expenses incurred2021-12-31$71,775,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,976,574
Value of total corrective distributions2021-12-31$8,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$88,619,577
Value of total assets at end of year2021-12-31$858,062,918
Value of total assets at beginning of year2021-12-31$719,774,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$790,340
Total interest from all sources2021-12-31$828,848
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,258,517
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$1,360,445
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$55,206,543
Participant contributions at end of year2021-12-31$19,023,873
Participant contributions at beginning of year2021-12-31$18,770,612
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,994,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,793
Other income not declared elsewhere2021-12-31$115,036
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$138,288,320
Value of net assets at end of year (total assets less liabilities)2021-12-31$858,062,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$719,774,598
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$88,972,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$77,109,891
Interest on participant loans2021-12-31$828,848
Value of interest in common/collective trusts at end of year2021-12-31$697,482,917
Value of interest in common/collective trusts at beginning of year2021-12-31$593,114,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,866,122
Net investment gain or loss from common/collective trusts2021-12-31$81,869,333
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$52,569,173
Assets. Invements in employer securities at beginning of year2021-12-31$30,779,350
Contributions received in cash from employer2021-12-31$15,418,385
Income. Dividends from common stock2021-12-31$898,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,976,574
Contract administrator fees2021-12-31$790,340
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
Aggregate proceeds on sale of assets2021-12-31$8,334,930
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,602,383
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-3,364,468
Total unrealized appreciation/depreciation of assets2020-12-31$-3,364,468
Total transfer of assets to this plan2020-12-31$6,370,502
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$94,624
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$139,399,137
Total loss/gain on sale of assets2020-12-31$-607,672
Total of all expenses incurred2020-12-31$73,808,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$72,975,732
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$12,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,725,395
Value of total assets at end of year2020-12-31$719,774,598
Value of total assets at beginning of year2020-12-31$647,908,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$820,808
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$983,514
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,781,338
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$1,313,861
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$46,868,650
Participant contributions at end of year2020-12-31$18,770,612
Participant contributions at beginning of year2020-12-31$19,901,556
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,400,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$95,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$820,808
Liabilities. Value of operating payables at beginning of year2020-12-31$94,624
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$65,590,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$719,774,598
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$647,813,821
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$77,109,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,206,066
Interest on participant loans2020-12-31$983,514
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$593,114,745
Value of interest in common/collective trusts at beginning of year2020-12-31$519,690,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,269,023
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$77,612,007
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$30,779,350
Assets. Invements in employer securities at beginning of year2020-12-31$31,015,119
Contributions received in cash from employer2020-12-31$9,455,789
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$467,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$72,975,732
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$9,542,549
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,150,221
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,634,458
Total unrealized appreciation/depreciation of assets2019-12-31$5,634,458
Total transfer of assets to this plan2019-12-31$402,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,471
Total income from all sources (including contributions)2019-12-31$180,728,389
Total loss/gain on sale of assets2019-12-31$1,883,925
Total of all expenses incurred2019-12-31$55,702,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,640,969
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$51,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$74,827,779
Value of total assets at end of year2019-12-31$647,908,445
Value of total assets at beginning of year2019-12-31$522,403,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,010,083
Total interest from all sources2019-12-31$999,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,930,408
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$1,772,280
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$45,410,223
Participant contributions at end of year2019-12-31$19,901,556
Participant contributions at beginning of year2019-12-31$19,740,400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,259,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$95,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$19,310
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,010,083
Liabilities. Value of operating payables at end of year2019-12-31$94,624
Liabilities. Value of operating payables at beginning of year2019-12-31$18,471
Total non interest bearing cash at end of year2019-12-31$0
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$125,025,928
Value of net assets at end of year (total assets less liabilities)2019-12-31$647,813,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$522,385,392
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$77,206,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,602,665
Interest on participant loans2019-12-31$999,957
Value of interest in common/collective trusts at end of year2019-12-31$519,690,141
Value of interest in common/collective trusts at beginning of year2019-12-31$404,847,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,319,303
Net investment gain or loss from common/collective trusts2019-12-31$82,132,559
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$31,015,119
Assets. Invements in employer securities at beginning of year2019-12-31$32,193,948
Contributions received in cash from employer2019-12-31$17,157,652
Income. Dividends from common stock2019-12-31$1,158,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,640,969
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
Aggregate proceeds on sale of assets2019-12-31$12,806,612
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,922,687
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,314,820
Total unrealized appreciation/depreciation of assets2018-12-31$-5,314,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$182,882
Total income from all sources (including contributions)2018-12-31$27,809,371
Total loss/gain on sale of assets2018-12-31$530,411
Total of all expenses incurred2018-12-31$44,754,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,751,121
Value of total corrective distributions2018-12-31$73,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$62,512,042
Value of total assets at end of year2018-12-31$522,403,863
Value of total assets at beginning of year2018-12-31$539,513,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$930,461
Total interest from all sources2018-12-31$930,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,359,171
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$1,340,302
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$45,174,949
Participant contributions at end of year2018-12-31$19,740,400
Participant contributions at beginning of year2018-12-31$18,263,600
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,274,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$19,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$183,010
Administrative expenses (other) incurred2018-12-31$930,461
Liabilities. Value of operating payables at end of year2018-12-31$18,471
Liabilities. Value of operating payables at beginning of year2018-12-31$182,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,945,421
Value of net assets at end of year (total assets less liabilities)2018-12-31$522,385,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$539,330,813
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$65,602,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,939,967
Interest on participant loans2018-12-31$930,390
Value of interest in common/collective trusts at end of year2018-12-31$404,847,540
Value of interest in common/collective trusts at beginning of year2018-12-31$409,740,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,321,784
Net investment gain or loss from common/collective trusts2018-12-31$-22,886,039
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$32,193,948
Assets. Invements in employer securities at beginning of year2018-12-31$35,386,367
Contributions received in cash from employer2018-12-31$15,062,259
Income. Dividends from common stock2018-12-31$1,018,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,751,121
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
Aggregate proceeds on sale of assets2018-12-31$12,009,878
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,479,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,595,654
Total unrealized appreciation/depreciation of assets2017-12-31$-1,595,654
Total transfer of assets from this plan2017-12-31$528,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$182,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$82,580
Total income from all sources (including contributions)2017-12-31$121,685,071
Total loss/gain on sale of assets2017-12-31$-841,370
Total of all expenses incurred2017-12-31$37,735,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,913,473
Value of total corrective distributions2017-12-31$20,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$60,529,133
Value of total assets at end of year2017-12-31$539,513,695
Value of total assets at beginning of year2017-12-31$455,992,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$801,222
Total interest from all sources2017-12-31$743,846
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,182,593
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$1,258,364
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,189,712
Participant contributions at end of year2017-12-31$18,263,600
Participant contributions at beginning of year2017-12-31$16,324,487
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,036,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$183,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$101,522
Administrative expenses (other) incurred2017-12-31$801,222
Liabilities. Value of operating payables at end of year2017-12-31$182,882
Liabilities. Value of operating payables at beginning of year2017-12-31$82,580
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$83,949,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$539,330,813
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$455,910,061
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$75,939,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,734,561
Interest on participant loans2017-12-31$743,846
Value of interest in common/collective trusts at end of year2017-12-31$409,740,751
Value of interest in common/collective trusts at beginning of year2017-12-31$338,996,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,602,550
Net investment gain or loss from common/collective trusts2017-12-31$52,063,973
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
Assets. Invements in employer securities at end of year2017-12-31$35,386,367
Assets. Invements in employer securities at beginning of year2017-12-31$35,835,644
Contributions received in cash from employer2017-12-31$9,302,510
Income. Dividends from common stock2017-12-31$924,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,913,473
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
Aggregate proceeds on sale of assets2017-12-31$8,758,742
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,600,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,023,879
Total unrealized appreciation/depreciation of assets2016-12-31$7,023,879
Total transfer of assets to this plan2016-12-31$34,672,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$82,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,304,774
Total income from all sources (including contributions)2016-12-31$91,164,298
Total loss/gain on sale of assets2016-12-31$1,391,346
Total of all expenses incurred2016-12-31$33,821,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,884,657
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$143,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,886,873
Value of total assets at end of year2016-12-31$455,992,641
Value of total assets at beginning of year2016-12-31$365,198,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$792,752
Total interest from all sources2016-12-31$648,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,191,946
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$1,241,770
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$37,549,844
Participant contributions at end of year2016-12-31$16,324,487
Participant contributions at beginning of year2016-12-31$14,740,754
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,605,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$101,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,305,982
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$792,752
Liabilities. Value of operating payables at end of year2016-12-31$82,580
Liabilities. Value of operating payables at beginning of year2016-12-31$1,304,774
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$57,343,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$455,910,061
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$363,893,913
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$64,734,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,442,108
Interest on participant loans2016-12-31$648,479
Value of interest in common/collective trusts at end of year2016-12-31$338,996,427
Value of interest in common/collective trusts at beginning of year2016-12-31$259,999,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,079,144
Net investment gain or loss from common/collective trusts2016-12-31$23,942,631
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$35,835,644
Assets. Invements in employer securities at beginning of year2016-12-31$35,710,784
Contributions received in cash from employer2016-12-31$8,731,207
Income. Dividends from common stock2016-12-31$950,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,884,657
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
Aggregate proceeds on sale of assets2016-12-31$18,227,837
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,836,491
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,554,786
Total unrealized appreciation/depreciation of assets2015-12-31$-5,554,786
Total transfer of assets to this plan2015-12-31$2,995,357
Total transfer of assets from this plan2015-12-31$40,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,304,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$623,016
Total income from all sources (including contributions)2015-12-31$33,951,315
Total loss/gain on sale of assets2015-12-31$327,671
Total of all expenses incurred2015-12-31$34,354,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,632,941
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$4,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$41,967,331
Value of total assets at end of year2015-12-31$365,198,687
Value of total assets at beginning of year2015-12-31$361,965,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$717,418
Total interest from all sources2015-12-31$573,744
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,868,610
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$1,094,480
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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$32,525,612
Participant contributions at end of year2015-12-31$14,740,754
Participant contributions at beginning of year2015-12-31$13,915,458
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,274,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,305,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$629,876
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$717,418
Liabilities. Value of operating payables at end of year2015-12-31$1,304,774
Liabilities. Value of operating payables at beginning of year2015-12-31$623,016
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-403,556
Value of net assets at end of year (total assets less liabilities)2015-12-31$363,893,913
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$361,342,535
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$53,442,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,539,878
Income. Interest from loans (other than to participants)2015-12-31$573,744
Value of interest in common/collective trusts at end of year2015-12-31$259,999,059
Value of interest in common/collective trusts at beginning of year2015-12-31$248,617,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,567,620
Net investment gain or loss from common/collective trusts2015-12-31$-1,663,635
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$35,710,784
Assets. Invements in employer securities at beginning of year2015-12-31$42,263,059
Contributions received in cash from employer2015-12-31$7,167,141
Income. Dividends from common stock2015-12-31$774,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,632,941
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
Aggregate proceeds on sale of assets2015-12-31$12,655,254
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,327,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,346,887
Total unrealized appreciation/depreciation of assets2014-12-31$2,346,887
Total transfer of assets to this plan2014-12-31$35,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$623,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,550
Total income from all sources (including contributions)2014-12-31$58,483,558
Total loss/gain on sale of assets2014-12-31$-101,835
Total of all expenses incurred2014-12-31$30,122,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,404,979
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$14,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$42,280,528
Value of total assets at end of year2014-12-31$361,965,551
Value of total assets at beginning of year2014-12-31$332,959,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$702,255
Total interest from all sources2014-12-31$537,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,546,585
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$874,183
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$30,922,547
Participant contributions at end of year2014-12-31$13,915,458
Participant contributions at beginning of year2014-12-31$12,880,530
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,742,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$629,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$144,419
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$702,255
Liabilities. Value of operating payables at end of year2014-12-31$623,016
Liabilities. Value of operating payables at beginning of year2014-12-31$14,550
Total non interest bearing cash at end of year2014-12-31$0
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$28,361,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$361,342,535
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$332,945,326
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$56,539,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$62,076,744
Interest on participant loans2014-12-31$537,500
Value of interest in common/collective trusts at end of year2014-12-31$248,617,280
Value of interest in common/collective trusts at beginning of year2014-12-31$217,607,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,298,215
Net investment gain or loss from common/collective trusts2014-12-31$13,172,108
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
Assets. Invements in employer securities at end of year2014-12-31$42,263,059
Assets. Invements in employer securities at beginning of year2014-12-31$40,250,494
Contributions received in cash from employer2014-12-31$6,615,415
Income. Dividends from common stock2014-12-31$672,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,404,979
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
Aggregate proceeds on sale of assets2014-12-31$9,929,021
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,030,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$13,592,140
Total unrealized appreciation/depreciation of assets2013-12-31$13,592,140
Total transfer of assets to this plan2013-12-31$2,647,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$712,076
Total income from all sources (including contributions)2013-12-31$90,921,179
Total loss/gain on sale of assets2013-12-31$1,907,786
Total of all expenses incurred2013-12-31$24,740,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,097,440
Value of total corrective distributions2013-12-31$2,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,210,494
Value of total assets at end of year2013-12-31$332,959,876
Value of total assets at beginning of year2013-12-31$264,829,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$640,495
Total interest from all sources2013-12-31$490,774
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,265,597
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$703,474
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,906,249
Participant contributions at end of year2013-12-31$12,880,530
Participant contributions at beginning of year2013-12-31$10,736,883
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,192,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$144,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$721,506
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$640,495
Liabilities. Value of operating payables at end of year2013-12-31$14,550
Liabilities. Value of operating payables at beginning of year2013-12-31$712,076
Total non interest bearing cash at beginning of year2013-12-31$0
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$66,180,964
Value of net assets at end of year (total assets less liabilities)2013-12-31$332,945,326
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$264,117,300
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$62,076,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,460,708
Interest on participant loans2013-12-31$490,774
Value of interest in common/collective trusts at end of year2013-12-31$217,607,689
Value of interest in common/collective trusts at beginning of year2013-12-31$173,841,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,374,256
Net investment gain or loss from common/collective trusts2013-12-31$26,080,132
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
Assets. Invements in employer securities at end of year2013-12-31$40,250,494
Assets. Invements in employer securities at beginning of year2013-12-31$27,068,332
Contributions received in cash from employer2013-12-31$6,111,577
Income. Dividends from common stock2013-12-31$562,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,097,440
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
Aggregate proceeds on sale of assets2013-12-31$10,464,182
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,556,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,878,548
Total unrealized appreciation/depreciation of assets2012-12-31$8,878,548
Total transfer of assets to this plan2012-12-31$828,194
Total transfer of assets from this plan2012-12-31$1,481,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$712,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,387,706
Total income from all sources (including contributions)2012-12-31$64,610,772
Total loss/gain on sale of assets2012-12-31$2,047,705
Total of all expenses incurred2012-12-31$21,830,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,069,548
Value of total corrective distributions2012-12-31$103,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,969,650
Value of total assets at end of year2012-12-31$264,829,376
Value of total assets at beginning of year2012-12-31$223,377,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$657,359
Total interest from all sources2012-12-31$450,152
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,026,787
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$583,739
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,013,378
Participant contributions at end of year2012-12-31$10,736,883
Participant contributions at beginning of year2012-12-31$10,214,821
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,535,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$721,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,388,022
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$657,359
Liabilities. Value of operating payables at end of year2012-12-31$712,076
Liabilities. Value of operating payables at beginning of year2012-12-31$1,387,706
Total non interest bearing cash at end of year2012-12-31$0
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$42,780,107
Value of net assets at end of year (total assets less liabilities)2012-12-31$264,117,300
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$221,990,060
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$52,460,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$106,397,669
Interest on participant loans2012-12-31$450,152
Value of interest in common/collective trusts at end of year2012-12-31$173,841,947
Value of interest in common/collective trusts at beginning of year2012-12-31$84,942,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,686,120
Net investment gain or loss from common/collective trusts2012-12-31$12,551,810
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
Assets. Invements in employer securities at end of year2012-12-31$27,068,332
Assets. Invements in employer securities at beginning of year2012-12-31$20,434,395
Contributions received in cash from employer2012-12-31$5,421,261
Income. Dividends from common stock2012-12-31$443,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,069,548
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
Aggregate proceeds on sale of assets2012-12-31$8,378,475
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,330,770
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,609,490
Total unrealized appreciation/depreciation of assets2011-12-31$1,609,490
Total transfer of assets to this plan2011-12-31$112,390
Total transfer of assets from this plan2011-12-31$11,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,387,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$158,976
Total income from all sources (including contributions)2011-12-31$38,611,139
Total loss/gain on sale of assets2011-12-31$1,175,190
Total of all expenses incurred2011-12-31$18,119,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,479,485
Expenses. Certain deemed distributions of participant loans2011-12-31$11,135
Value of total corrective distributions2011-12-31$48,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,711,232
Value of total assets at end of year2011-12-31$223,377,766
Value of total assets at beginning of year2011-12-31$201,556,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$580,815
Total interest from all sources2011-12-31$474,933
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$783,106
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$529,676
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,350,731
Participant contributions at end of year2011-12-31$10,214,821
Participant contributions at beginning of year2011-12-31$9,922,818
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,417,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,388,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$159,003
Other income not declared elsewhere2011-12-31$-1,544
Administrative expenses (other) incurred2011-12-31$580,815
Liabilities. Value of operating payables at end of year2011-12-31$1,387,706
Liabilities. Value of operating payables at beginning of year2011-12-31$158,976
Total non interest bearing cash at beginning of year2011-12-31$0
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$20,491,490
Value of net assets at end of year (total assets less liabilities)2011-12-31$221,990,060
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$201,397,445
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$106,397,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$96,825,566
Interest on participant loans2011-12-31$474,933
Value of interest in common/collective trusts at end of year2011-12-31$84,942,859
Value of interest in common/collective trusts at beginning of year2011-12-31$72,485,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-619,205
Net investment gain or loss from common/collective trusts2011-12-31$1,477,937
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
Assets. Invements in employer securities at end of year2011-12-31$20,434,395
Assets. Invements in employer securities at beginning of year2011-12-31$22,163,571
Contributions received in cash from employer2011-12-31$4,942,608
Income. Dividends from common stock2011-12-31$253,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,479,485
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
Aggregate proceeds on sale of assets2011-12-31$10,171,014
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,995,824
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,758,319
Total unrealized appreciation/depreciation of assets2010-12-31$2,758,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$158,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$190,822
Total income from all sources (including contributions)2010-12-31$40,713,607
Total loss/gain on sale of assets2010-12-31$263,410
Total of all expenses incurred2010-12-31$18,174,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,532,514
Value of total corrective distributions2010-12-31$118,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,233,303
Value of total assets at end of year2010-12-31$201,556,421
Value of total assets at beginning of year2010-12-31$179,048,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$523,194
Total interest from all sources2010-12-31$474,212
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$458,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$458,007
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$18,816,270
Participant contributions at end of year2010-12-31$9,922,818
Participant contributions at beginning of year2010-12-31$9,481,555
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$779,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$159,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$191,545
Other income not declared elsewhere2010-12-31$-1,445
Administrative expenses (other) incurred2010-12-31$523,194
Liabilities. Value of operating payables at end of year2010-12-31$158,976
Liabilities. Value of operating payables at beginning of year2010-12-31$190,822
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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$22,539,407
Value of net assets at end of year (total assets less liabilities)2010-12-31$201,397,445
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$178,858,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$96,825,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$74,534,993
Interest on participant loans2010-12-31$474,212
Value of interest in common/collective trusts at end of year2010-12-31$72,485,463
Value of interest in common/collective trusts at beginning of year2010-12-31$75,510,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,138,045
Net investment gain or loss from common/collective trusts2010-12-31$2,389,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$22,163,571
Assets. Invements in employer securities at beginning of year2010-12-31$19,330,030
Contributions received in cash from employer2010-12-31$2,637,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,532,514
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
Aggregate proceeds on sale of assets2010-12-31$7,003,147
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,739,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517
2009 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN

2022: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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