Plan Name | PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | ||||
005 | 2017-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2018-07-26 | |
005 | 2016-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2017-09-06 | |
005 | 2015-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2016-07-26 | |
005 | 2014-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2015-07-31 | |
005 | 2013-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2014-10-15 | |
005 | 2012-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2013-10-14 | |
005 | 2011-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2012-10-12 | |
005 | 2010-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2011-07-29 | |
005 | 2009-01-01 | CHARLES SIDNER | CHARLES SIDNER | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 18,641 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13,219 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3,157 |
Total of all active and inactive participants | 2022-01-01 | 16,376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 40 |
Total participants | 2022-01-01 | 16,416 |
Number of participants with account balances | 2022-01-01 | 15,577 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 955 |
2021: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 17,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12,538 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5,569 |
Total of all active and inactive participants | 2021-01-01 | 18,107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 42 |
Total participants | 2021-01-01 | 18,149 |
Number of participants with account balances | 2021-01-01 | 17,304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 259 |
2020: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 18,426 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11,812 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5,018 |
Total of all active and inactive participants | 2020-01-01 | 16,830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 16,860 |
Number of participants with account balances | 2020-01-01 | 15,863 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 859 |
2019: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 19,016 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13,434 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4,751 |
Total of all active and inactive participants | 2019-01-01 | 18,185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 35 |
Total participants | 2019-01-01 | 18,220 |
Number of participants with account balances | 2019-01-01 | 17,293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1,105 |
2018: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 17,588 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13,047 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5,688 |
Total of all active and inactive participants | 2018-01-01 | 18,735 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 31 |
Total participants | 2018-01-01 | 18,766 |
Number of participants with account balances | 2018-01-01 | 17,927 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1,173 |
2017: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 18,150 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13,339 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3,970 |
Total of all active and inactive participants | 2017-01-01 | 17,309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 21 |
Total participants | 2017-01-01 | 17,330 |
Number of participants with account balances | 2017-01-01 | 13,332 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 707 |
2016: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 17,476 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14,846 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3,050 |
Total of all active and inactive participants | 2016-01-01 | 17,896 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 21 |
Total participants | 2016-01-01 | 17,917 |
Number of participants with account balances | 2016-01-01 | 12,377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 611 |
2015: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 15,193 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14,115 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3,094 |
Total of all active and inactive participants | 2015-01-01 | 17,209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 25 |
Total participants | 2015-01-01 | 17,234 |
Number of participants with account balances | 2015-01-01 | 11,561 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 778 |
2014: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 14,110 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12,136 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,764 |
Total of all active and inactive participants | 2014-01-01 | 14,900 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 22 |
Total participants | 2014-01-01 | 14,922 |
Number of participants with account balances | 2014-01-01 | 10,925 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 613 |
2013: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 13,306 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11,477 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,438 |
Total of all active and inactive participants | 2013-01-01 | 13,915 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 18 |
Total participants | 2013-01-01 | 13,933 |
Number of participants with account balances | 2013-01-01 | 9,918 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 489 |
2012: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 12,222 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10,874 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2,201 |
Total of all active and inactive participants | 2012-01-01 | 13,075 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 14 |
Total participants | 2012-01-01 | 13,089 |
Number of participants with account balances | 2012-01-01 | 9,204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 455 |
2011: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10,976 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9,469 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2,561 |
Total of all active and inactive participants | 2011-01-01 | 12,030 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12,030 |
Number of participants with account balances | 2011-01-01 | 8,928 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 433 |
2010: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 14,190 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6,768 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4,191 |
Total of all active and inactive participants | 2010-01-01 | 10,959 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 17 |
Total participants | 2010-01-01 | 10,976 |
Number of participants with account balances | 2010-01-01 | 10,848 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 297 |
2009: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 17,471 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12,957 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,221 |
Total of all active and inactive participants | 2009-01-01 | 14,178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 14,187 |
Number of participants with account balances | 2009-01-01 | 7,273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 203 |
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) assets | 2022-12-31 | $3,820,070 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $3,253,183 |
Total of all expenses incurred | 2022-12-31 | $69,611,838 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $66,045,364 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,679,502 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $776,576,708 |
Value of total assets at beginning of year | 2022-12-31 | $858,062,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $681,549 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,444,513 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $63,406,969 |
Participant contributions at end of year | 2022-12-31 | $18,892,289 |
Participant contributions at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $1,386 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $14,793 |
Other income not declared elsewhere | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $103,070,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $88,972,162 |
Interest on participant loans | 2022-12-31 | $843,294 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $598,438,081 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-110,669,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $56,174,248 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $52,569,173 |
Contributions received in cash from employer | 2022-12-31 | $27,668,683 |
Income. Dividends from common stock | 2022-12-31 | $1,016,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $66,045,364 |
Contract administrator fees | 2022-12-31 | $681,549 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $7,039,214 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $3,786,031 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $21,773,635 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $2,732,547 |
Total of all expenses incurred | 2021-12-31 | $71,775,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $70,976,574 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $858,062,918 |
Value of total assets at beginning of year | 2021-12-31 | $719,774,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $790,340 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,360,445 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $55,206,543 |
Participant contributions at end of year | 2021-12-31 | $19,023,873 |
Participant contributions at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $14,793 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $88,972,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $77,109,891 |
Interest on participant loans | 2021-12-31 | $828,848 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $697,482,917 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $81,869,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $52,569,173 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $30,779,350 |
Contributions received in cash from employer | 2021-12-31 | $15,418,385 |
Income. Dividends from common stock | 2021-12-31 | $898,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $70,976,574 |
Contract administrator fees | 2021-12-31 | $790,340 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $8,334,930 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $5,602,383 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-3,364,468 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-3,364,468 |
Total transfer of assets to this plan | 2020-12-31 | $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 paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $139,399,137 |
Total loss/gain on sale of assets | 2020-12-31 | $-607,672 |
Total of all expenses incurred | 2020-12-31 | $73,808,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $72,975,732 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $719,774,598 |
Value of total assets at beginning of year | 2020-12-31 | $647,908,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $820,808 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,313,861 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $46,868,650 |
Participant contributions at end of year | 2020-12-31 | $18,770,612 |
Participant contributions at beginning of year | 2020-12-31 | $19,901,556 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $95,563 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $820,808 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
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 year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $77,109,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $77,206,066 |
Interest on participant loans | 2020-12-31 | $983,514 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $593,114,745 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 benefits | 2020-12-31 | $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 accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $77,612,007 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $30,779,350 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $31,015,119 |
Contributions received in cash from employer | 2020-12-31 | $9,455,789 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $467,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $72,975,732 |
Contract administrator fees | 2020-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $9,542,549 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $10,150,221 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $5,634,458 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $5,634,458 |
Total transfer of assets to this plan | 2019-12-31 | $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 assets | 2019-12-31 | $1,883,925 |
Total of all expenses incurred | 2019-12-31 | $55,702,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $54,640,969 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $647,908,445 |
Value of total assets at beginning of year | 2019-12-31 | $522,403,863 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,010,083 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,772,280 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $45,410,223 |
Participant contributions at end of year | 2019-12-31 | $19,901,556 |
Participant contributions at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $95,563 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $19,310 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $1,010,083 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $94,624 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $18,471 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $77,206,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $65,602,665 |
Interest on participant loans | 2019-12-31 | $999,957 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $519,690,141 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $82,132,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $31,015,119 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $32,193,948 |
Contributions received in cash from employer | 2019-12-31 | $17,157,652 |
Income. Dividends from common stock | 2019-12-31 | $1,158,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $54,640,969 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $12,806,612 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $10,922,687 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,314,820 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $530,411 |
Total of all expenses incurred | 2018-12-31 | $44,754,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $43,751,121 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $522,403,863 |
Value of total assets at beginning of year | 2018-12-31 | $539,513,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $930,461 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,340,302 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $45,174,949 |
Participant contributions at end of year | 2018-12-31 | $19,740,400 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $19,310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $183,010 |
Administrative expenses (other) incurred | 2018-12-31 | $930,461 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $18,471 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $65,602,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $75,939,967 |
Interest on participant loans | 2018-12-31 | $930,390 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $404,847,540 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-22,886,039 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $32,193,948 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $35,386,367 |
Contributions received in cash from employer | 2018-12-31 | $15,062,259 |
Income. Dividends from common stock | 2018-12-31 | $1,018,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $43,751,121 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $12,009,878 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $11,479,467 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-1,595,654 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-1,595,654 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $-841,370 |
Total of all expenses incurred | 2017-12-31 | $37,735,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $36,913,473 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $539,513,695 |
Value of total assets at beginning of year | 2017-12-31 | $455,992,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $801,222 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,258,364 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $40,189,712 |
Participant contributions at end of year | 2017-12-31 | $18,263,600 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $183,010 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $101,522 |
Administrative expenses (other) incurred | 2017-12-31 | $801,222 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $182,882 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $75,939,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $64,734,561 |
Interest on participant loans | 2017-12-31 | $743,846 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $409,740,751 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $52,063,973 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $35,386,367 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $35,835,644 |
Contributions received in cash from employer | 2017-12-31 | $9,302,510 |
Income. Dividends from common stock | 2017-12-31 | $924,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $36,913,473 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $8,758,742 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $9,600,112 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2017-12-31 | 133891517 |
2016 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $7,023,879 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $7,023,879 |
Total transfer of assets to this plan | 2016-12-31 | $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 assets | 2016-12-31 | $1,391,346 |
Total of all expenses incurred | 2016-12-31 | $33,821,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $32,884,657 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $455,992,641 |
Value of total assets at beginning of year | 2016-12-31 | $365,198,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $792,752 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,241,770 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $37,549,844 |
Participant contributions at end of year | 2016-12-31 | $16,324,487 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $101,522 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,305,982 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $792,752 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $82,580 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,304,774 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $64,734,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $53,442,108 |
Interest on participant loans | 2016-12-31 | $648,479 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $338,996,427 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $23,942,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $35,835,644 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $35,710,784 |
Contributions received in cash from employer | 2016-12-31 | $8,731,207 |
Income. Dividends from common stock | 2016-12-31 | $950,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $32,884,657 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $18,227,837 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $16,836,491 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-5,554,786 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-5,554,786 |
Total transfer of assets to this plan | 2015-12-31 | $2,995,357 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $327,671 |
Total of all expenses incurred | 2015-12-31 | $34,354,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $33,632,941 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $365,198,687 |
Value of total assets at beginning of year | 2015-12-31 | $361,965,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $717,418 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,094,480 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $32,525,612 |
Participant contributions at end of year | 2015-12-31 | $14,740,754 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $1,305,982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $629,876 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $717,418 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,304,774 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $623,016 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $53,442,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $259,999,059 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-1,663,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $35,710,784 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $42,263,059 |
Contributions received in cash from employer | 2015-12-31 | $7,167,141 |
Income. Dividends from common stock | 2015-12-31 | $774,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $33,632,941 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,655,254 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $12,327,583 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |
2014 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,346,887 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,346,887 |
Total transfer of assets to this plan | 2014-12-31 | $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 assets | 2014-12-31 | $-101,835 |
Total of all expenses incurred | 2014-12-31 | $30,122,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $29,404,979 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $361,965,551 |
Value of total assets at beginning of year | 2014-12-31 | $332,959,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $702,255 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $874,183 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $30,922,547 |
Participant contributions at end of year | 2014-12-31 | $13,915,458 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $629,876 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $144,419 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $702,255 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $623,016 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $14,550 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $56,539,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $62,076,744 |
Interest on participant loans | 2014-12-31 | $537,500 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $248,617,280 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $13,172,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $42,263,059 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $40,250,494 |
Contributions received in cash from employer | 2014-12-31 | $6,615,415 |
Income. Dividends from common stock | 2014-12-31 | $672,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $29,404,979 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $9,929,021 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $10,030,856 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2014-12-31 | 133891517 |
2013 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $13,592,140 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $13,592,140 |
Total transfer of assets to this plan | 2013-12-31 | $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 assets | 2013-12-31 | $1,907,786 |
Total of all expenses incurred | 2013-12-31 | $24,740,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $24,097,440 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $332,959,876 |
Value of total assets at beginning of year | 2013-12-31 | $264,829,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $640,495 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $703,474 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $27,906,249 |
Participant contributions at end of year | 2013-12-31 | $12,880,530 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $144,419 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $721,506 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $640,495 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $14,550 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $712,076 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $62,076,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $52,460,708 |
Interest on participant loans | 2013-12-31 | $490,774 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $217,607,689 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $26,080,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $40,250,494 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $27,068,332 |
Contributions received in cash from employer | 2013-12-31 | $6,111,577 |
Income. Dividends from common stock | 2013-12-31 | $562,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $24,097,440 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $10,464,182 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $8,556,396 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $8,878,548 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $8,878,548 |
Total transfer of assets to this plan | 2012-12-31 | $828,194 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $2,047,705 |
Total of all expenses incurred | 2012-12-31 | $21,830,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $21,069,548 |
Value of total corrective distributions | 2012-12-31 | $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 year | 2012-12-31 | $264,829,376 |
Value of total assets at beginning of year | 2012-12-31 | $223,377,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $657,359 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $583,739 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $25,013,378 |
Participant contributions at end of year | 2012-12-31 | $10,736,883 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $721,506 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,388,022 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $657,359 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $712,076 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,387,706 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $52,460,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $106,397,669 |
Interest on participant loans | 2012-12-31 | $450,152 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $173,841,947 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $12,551,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $27,068,332 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $20,434,395 |
Contributions received in cash from employer | 2012-12-31 | $5,421,261 |
Income. Dividends from common stock | 2012-12-31 | $443,048 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $21,069,548 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,378,475 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $6,330,770 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,609,490 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,609,490 |
Total transfer of assets to this plan | 2011-12-31 | $112,390 |
Total transfer of assets from this plan | 2011-12-31 | $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 assets | 2011-12-31 | $1,175,190 |
Total of all expenses incurred | 2011-12-31 | $18,119,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $17,479,485 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $11,135 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $223,377,766 |
Value of total assets at beginning of year | 2011-12-31 | $201,556,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $580,815 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $529,676 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $23,350,731 |
Participant contributions at end of year | 2011-12-31 | $10,214,821 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $1,388,022 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $159,003 |
Other income not declared elsewhere | 2011-12-31 | $-1,544 |
Administrative expenses (other) incurred | 2011-12-31 | $580,815 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,387,706 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $158,976 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $106,397,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $96,825,566 |
Interest on participant loans | 2011-12-31 | $474,933 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $84,942,859 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $1,477,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $20,434,395 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $22,163,571 |
Contributions received in cash from employer | 2011-12-31 | $4,942,608 |
Income. Dividends from common stock | 2011-12-31 | $253,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $17,479,485 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $10,171,014 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $8,995,824 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,758,319 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $263,410 |
Total of all expenses incurred | 2010-12-31 | $18,174,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,532,514 |
Value of total corrective distributions | 2010-12-31 | $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 year | 2010-12-31 | $201,556,421 |
Value of total assets at beginning of year | 2010-12-31 | $179,048,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $523,194 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $458,007 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $18,816,270 |
Participant contributions at end of year | 2010-12-31 | $9,922,818 |
Participant contributions at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $159,003 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $191,545 |
Other income not declared elsewhere | 2010-12-31 | $-1,445 |
Administrative expenses (other) incurred | 2010-12-31 | $523,194 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $158,976 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $190,822 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $96,825,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $74,534,993 |
Interest on participant loans | 2010-12-31 | $474,212 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $72,485,463 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $2,389,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $22,163,571 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $19,330,030 |
Contributions received in cash from employer | 2010-12-31 | $2,637,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,532,514 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $7,003,147 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,739,737 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
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 securities | 2009-12-31 | $0 |
2022: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |