401k Plan data: PETERSON TRUCKS, INC. PENSION PLAN plan

PETERSON TRUCKS, INC. PENSION PLAN 401k Plan overview

Plan Name	PETERSON TRUCKS, INC. PENSION PLAN
Plan identification number	002

PETERSON TRUCKS, INC. PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETERSON HOLDING CO. has sponsored the creation of one or more 401k plans.

Company Name: PETERSON HOLDING CO.

Employer identification number (EIN): 942420293

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON TRUCKS, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ELIZABETH HAISLEY 2019-10-09
002 2017-01-01 ELIZABETH HAISLEY 2018-10-03
002 2016-01-01 ELIZABETH HAISLEY 2017-10-13
002 2015-01-01 ELIZABETH HAISLEY 2016-10-14
002 2014-01-01 ELIZABETH HAISLEY 2015-10-13
002 2013-01-01 ELIZABETH HAISLEY 2014-10-10
002 2012-01-01 ELIZABETH HAISLEY 2013-09-11
002 2011-01-01 ELIZABETH HAISLEY 2012-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	ELIZABETH HAISLEY	2019-10-09
002	2017-01-01	ELIZABETH HAISLEY	2018-10-03
002	2016-01-01	ELIZABETH HAISLEY	2017-10-13
002	2015-01-01	ELIZABETH HAISLEY	2016-10-14
002	2014-01-01	ELIZABETH HAISLEY	2015-10-13
002	2013-01-01	ELIZABETH HAISLEY	2014-10-10
002	2012-01-01	ELIZABETH HAISLEY	2013-09-11
002	2011-01-01	ELIZABETH HAISLEY	2012-08-01

Plan Statistics for PETERSON TRUCKS, INC. PENSION PLAN

401k plan membership statisitcs for PETERSON TRUCKS, INC. PENSION PLAN

Measure Date Value
2023: PETERSON TRUCKS, INC. PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 88
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 81
Total of all active and inactive participants 2023-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 169
Number of participants with account balances 2023-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: PETERSON TRUCKS, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 86
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 76
Total of all active and inactive participants 2022-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 162
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: PETERSON TRUCKS, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 78
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 68
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: PETERSON TRUCKS, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 72
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 65
Total of all active and inactive participants 2020-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 137
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: PETERSON TRUCKS, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 86
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 44
Total of all active and inactive participants 2019-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 130
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: PETERSON TRUCKS, INC. PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	88
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	81
Total of all active and inactive participants	2023-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	169
Number of participants with account balances	2023-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: PETERSON TRUCKS, INC. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	86
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	76
Total of all active and inactive participants	2022-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	162
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: PETERSON TRUCKS, INC. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	78
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	68
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: PETERSON TRUCKS, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	72
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	65
Total of all active and inactive participants	2020-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	137
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: PETERSON TRUCKS, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	86
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	44
Total of all active and inactive participants	2019-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	130
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on PETERSON TRUCKS, INC. PENSION PLAN

Measure	Date	Value
2023 : PETERSON TRUCKS, INC. PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,048,788
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$371,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$332,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$408,977
Value of total assets at end of year	2023-12-31	$5,407,201
Value of total assets at beginning of year	2023-12-31	$4,729,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$38,784
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$458,968
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$529,102
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Total non interest bearing cash at end of year	2023-12-31	$975
Total non interest bearing cash at beginning of year	2023-12-31	$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$677,701
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$5,407,201
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$4,729,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$51,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$38,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$38,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$639,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$408,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$332,303
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$969,181
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$476,330
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$3,926,471
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$3,685,074
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ARMANINO LLP
Accountancy firm EIN	2023-12-31	946214841
2022 : PETERSON TRUCKS, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-123,308
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$260,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$232,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$401,462
Value of total assets at end of year	2022-12-31	$4,729,500
Value of total assets at beginning of year	2022-12-31	$5,113,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,526
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$28,526
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$529,102
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$653,971
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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
Total non interest bearing cash at end of year	2022-12-31	$975
Total non interest bearing cash at beginning of year	2022-12-31	$1,001
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	$-384,229
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,729,500
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,113,729
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$38,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$64,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$64,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-524,770
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	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$401,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$232,395
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$476,330
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$513,564
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$3,685,074
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$3,880,820
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ARMANINO LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : PETERSON TRUCKS, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,127,929
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$279,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$249,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$275,773
Value of total assets at end of year	2021-12-31	$5,113,729
Value of total assets at beginning of year	2021-12-31	$4,265,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,264
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$30,264
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$653,971
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$679,543
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$275,773
Amount contributed by the employer to the plan for this plan year	2021-12-31	$275,773
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Total non interest bearing cash at end of year	2021-12-31	$1,001
Total non interest bearing cash at beginning of year	2021-12-31	$2,262
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	$848,523
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,113,729
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,265,206
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$64,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$39,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$39,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$852,156
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$275,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$249,142
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$513,564
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$493,848
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$3,880,820
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$3,050,428
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : PETERSON TRUCKS, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$775,189
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$67,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$40,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$397,154
Value of total assets at end of year	2020-12-31	$4,265,206
Value of total assets at beginning of year	2020-12-31	$3,557,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,123
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$27,123
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$679,543
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$505,103
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$397,154
Amount contributed by the employer to the plan for this plan year	2020-12-31	$397,154
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Total non interest bearing cash at end of year	2020-12-31	$2,262
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
Value of net income/loss	2020-12-31	$707,216
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,265,206
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,557,990
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
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$39,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$56,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$56,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$378,035
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
Contributions received in cash from employer	2020-12-31	$397,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$40,850
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$493,848
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$426,484
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$3,050,428
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$2,570,071
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : PETERSON TRUCKS, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,148,592
Total income from all sources (including contributions)	2019-12-31	$1,148,592
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$114,479
Total of all expenses incurred	2019-12-31	$114,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$103,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$103,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$482,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$482,646
Value of total assets at end of year	2019-12-31	$3,557,990
Value of total assets at end of year	2019-12-31	$3,557,990
Value of total assets at beginning of year	2019-12-31	$2,523,877
Value of total assets at beginning of year	2019-12-31	$2,523,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,266
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,266
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$11,266
Administrative expenses professional fees incurred	2019-12-31	$11,266
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$505,103
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$505,103
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$272,639
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$272,639
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$482,646
Amount contributed by the employer to the plan for this plan year	2019-12-31	$482,646
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
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
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	$1,034,113
Value of net income/loss	2019-12-31	$1,034,113
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,557,990
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,557,990
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,523,877
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,523,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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 beginning of year	2019-12-31	$23,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$56,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$56,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$31,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$31,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$31,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$31,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$665,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$665,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$482,646
Contributions received in cash from employer	2019-12-31	$482,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$103,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$103,213
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$426,484
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$426,484
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$331,318
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$331,318
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,570,071
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$2,570,071
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,864,851
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,864,851
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARMANINO LLP
Accountancy firm name	2019-12-31	ARMANINO LLP
Accountancy firm EIN	2019-12-31	946214841
Accountancy firm EIN	2019-12-31	946214841

Form 5500 Responses for PETERSON TRUCKS, INC. PENSION PLAN

2023: PETERSON TRUCKS, INC. PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PETERSON TRUCKS, INC. PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
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	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PETERSON TRUCKS, INC. PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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: PETERSON TRUCKS, INC. PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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: PETERSON TRUCKS, INC. PENSION 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

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Company Name:	PETERSON HOLDING CO.
Employer identification number (EIN):	942420293
NAIC Classification:	423800