2023 Form 5500 filing — Standardbred Owners Association Welfare Fund

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 20241009130523NAL0019229393001) for Standardbred Owners Association Welfare Fund, reported by Standardbred Owners Association, Inc. under EIN 11-1875256 and plan number 501. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,537,994
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009130523NAL0019229393001
Plan sponsor
Standardbred Owners Association, Inc.
EIN
11-1875256
Plan number
501
Location
Yonkers, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.2M total assets
Net assets$7.5MLiabilities$657.2K
Money in vs. money out
Total income / additions$3M
Total expenses$2.1M
Benefits paid / distributions$1.8M
Contributions
Employer$2M
Participant$83.4K
Full reported line items
Total assets (EOY)
$8,195,164
Total liabilities (EOY)
$657,170
Net assets (EOY)
$7,537,994
Employer contributions
$2,000,000
Participant contributions
$83,364
Total income / additions
$2,968,433
Benefits paid
$1,761,409
Administrative expenses
$133,944
Total expenses
$2,050,200
Net increase / (decrease)
$918,233

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009130523NAL0019229393001 cover?
It is the 2023 Form 5500 filing for Standardbred Owners Association Welfare Fund, reported by Standardbred Owners Association, Inc. (EIN 11-1875256).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages