2023 Form 5500 filing — Earnhardt'S Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730154538NAL0045987154001) for Earnhardt'S Savings Plan, reported by Earnhardt Management Company under EIN 86-0394615 and plan number 002. It reports 2,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730154538NAL0045987154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Earnhardt Management Company
- EIN
- 86-0394615
- Plan number
- 002
- Location
- Chandler, AZ
- Participants
- 2,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,101,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,101,939
- Employer contributions
- $0
- Participant contributions
- $6,455,986
- Total income / additions
- $17,999,540
- Benefits paid
- $8,919,385
- Administrative expenses
- $225,589
- Total expenses
- $9,144,225
- Net increase / (decrease)
- $8,855,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $153,668 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $71,621 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset |