2023 Form 5500 filing — Andretti Petroleum Group Retirement Savings 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 20241011132412NAL0037039712001) for Andretti Petroleum Group Retirement Savings Plan, reported by Andretti Group under EIN 81-4893805 and plan number 001. It reports 1,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132412NAL0037039712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andretti Group
- EIN
- 81-4893805
- Plan number
- 001
- Location
- Grants Pass, OR
- Participants
- 1,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,153,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,153,432
- Employer contributions
- $536,917
- Participant contributions
- $1,020,181
- Total income / additions
- $3,082,313
- Benefits paid
- $879,616
- Administrative expenses
- $70,198
- Total expenses
- $949,814
- Net increase / (decrease)
- $2,132,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $34,423 | $0 |
| Perennial Investment Advisors, LLC | RETAINED BY EMPLOYER | $23,819 | not reported in the loaded dataset |