Plan5500

Earnhardt'S Savings Plan — Form 5500 plan (Earnhardt Management Company)

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, Earnhardt'S Savings Plan is a benefit plan reported by Earnhardt Management Company under EIN 86-0394615 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,095 participants and $65,101,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Earnhardt Management Company
EIN
86-0394615
Plan number
002
Plan type
2
Location
Chandler, AZ
Latest filing year
2023
Participants
2,095
End-of-year plan assets
$65,101,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,095H, C20240730154538NAL0045987154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,101,939
Total liabilities (EOY)
$0
Net assets (EOY)
$65,101,939
Net assets (BOY)
$56,246,624

Income & contributions

Employer contributions
$0
Participant contributions
$6,455,986
Total contributions
$6,644,054
Total income / additions
$17,999,540

Expenses & distributions

Benefits paid
$8,919,385
Administrative expenses
$225,589
Total expenses
$9,144,225
Net increase / (decrease)
$8,855,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$153,668$02023
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$71,621not reported in the loaded dataset2023
Qdro Consultants Co LLCOTHER$300not reported in the loaded dataset2023

Related Form 5500 pages