Plan5500

The Minions Retirement Plan — Form 5500 plan (Jefferson County Racing Association, Inc.)

Plain-English plan 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, The Minions Retirement Plan is a benefit plan reported by Jefferson County Racing Association, Inc. under EIN 63-1056018 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $432,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson County Racing Association, Inc.
EIN
63-1056018
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
367
End-of-year plan assets
$432,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20250325120841NAL0014241937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$432,432
Total liabilities (EOY)
$0
Net assets (EOY)
$432,432
Net assets (BOY)
$501,952

Income & contributions

Employer contributions
$3,807
Participant contributions
$15,226
Total contributions
$19,033
Total income / additions
$77,283

Expenses & distributions

Benefits paid
$134,696
Administrative expenses
$12,434
Total expenses
$147,130
Net increase / (decrease)
-$69,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolnRECORDKEEPER$5,615$02023
Futureplan Fiduciary ServicesRECORDKEEPER$5,389$02023
Concourse Financial GroupINVESTMENT ADVISORY$1,152not reported in the loaded dataset2023
Rpa FinancialINVESTMENT ADVISORY$230not reported in the loaded dataset2023
Reliance Trust CompanyCUSTODIAL$50not reported in the loaded dataset2023

Related Form 5500 pages