2023 Form 5500 filing — California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension 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 20241205170104NAL0005304913001) for California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan, reported by California Thoroughbred Trainers under EIN 95-3946289 and plan number 004. It reports 1,418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205170104NAL0005304913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Thoroughbred Trainers
- EIN
- 95-3946289
- Plan number
- 004
- Location
- Arcadia, CA
- Participants
- 1,418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,522,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,522,758
- Employer contributions
- $3,864,997
- Total income / additions
- $6,292,185
- Benefits paid
- $820,558
- Administrative expenses
- $370,505
- Total expenses
- $1,191,063
- Net increase / (decrease)
- $5,101,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sheppard Mullin | NONE | $15,943 | not reported in the loaded dataset |
| Socal Mailing Services | NONE | $6,982 | not reported in the loaded dataset |
| Ascensus, LLC | TPA | $0 | $6,680 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | $0 | $0 |