Plan5500

Edelbrock Group 401(K) Retirement Plan — Form 5500 plan (Edelbrock Comp Parent 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, Edelbrock Group 401(K) Retirement Plan is a benefit plan reported by Edelbrock Comp Parent Inc. under EIN 84-4040643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,082 participants and $38,708,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edelbrock Comp Parent Inc.
EIN
84-4040643
Plan number
001
Plan type
2
Location
Olive Branch, MS
Latest filing year
2023
Participants
1,082
End-of-year plan assets
$38,708,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,082H, C20241011135908NAL0038937296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,708,820
Net assets (EOY)
$38,708,820
Net assets (BOY)
$35,486,701

Income & contributions

Employer contributions
$670,026
Participant contributions
$1,431,512
Total contributions
$2,619,062
Total income / additions
$8,444,952

Expenses & distributions

Benefits paid
$5,069,880
Administrative expenses
$152,953
Total expenses
$5,222,833
Net increase / (decrease)
$3,222,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$68,313not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCINVESTMENT AD VISORY - PL$50,000not reported in the loaded dataset2023
Burleigh Consulting GroupTHIRD PARTY ADMINSTRATOR$41,348not reported in the loaded dataset2023

Related Form 5500 pages