2023 Form 5500 filing — Oaklawn Jockey Club Employees 401(K) 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 20241009100203NAL0018133137001) for Oaklawn Jockey Club Employees 401(K) Savings Plan, reported by Oaklawn Jockey Club, Inc. under EIN 43-0439895 and plan number 001. It reports 1,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009100203NAL0018133137001
Filing year
2023
Form type
2
Plan sponsor
Oaklawn Jockey Club, Inc.
EIN
43-0439895
Plan number
001
Location
Hot Springs, AR
Participants
1,253
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,446,673
Total liabilities (EOY)
$0
Net assets (EOY)
$16,446,673
Employer contributions
$542,258
Participant contributions
$1,687,245
Total income / additions
$5,251,397
Benefits paid
$1,909,961
Administrative expenses
$50,497
Total expenses
$1,981,701
Net increase / (decrease)
$3,269,696
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,062$0
Merrill LynchCONSULTANT$0$22,214
Lincoln National CorporationSERVICE PROVIDER$2,435$0

Related Form 5500 pages