2023 Form 5500 filing — Edelbrock Group 401(K) Retirement 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 20241011135908NAL0038937296001) for Edelbrock Group 401(K) Retirement Plan, reported by Edelbrock Comp Parent Inc. under EIN 84-4040643 and plan number 001. It reports 1,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135908NAL0038937296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edelbrock Comp Parent Inc.
- EIN
- 84-4040643
- Plan number
- 001
- Location
- Olive Branch, MS
- Participants
- 1,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,708,820
- Net assets (EOY)
- $38,708,820
- Employer contributions
- $670,026
- Participant contributions
- $1,431,512
- Total income / additions
- $8,444,952
- Benefits paid
- $5,069,880
- Administrative expenses
- $152,953
- Total expenses
- $5,222,833
- Net increase / (decrease)
- $3,222,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $68,313 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | INVESTMENT AD VISORY - PL | $50,000 | not reported in the loaded dataset |
| Burleigh Consulting Group | THIRD PARTY ADMINSTRATOR | $41,348 | not reported in the loaded dataset |