2023 Form 5500 filing — The Jockey Club 401(K) 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 20241014112739NAL0013201987001) for The Jockey Club 401(K) Plan, reported by The Jockey Club under EIN 13-0888345 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112739NAL0013201987001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Jockey Club
- EIN
- 13-0888345
- Plan number
- 002
- Location
- New York, NY
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,884,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,884,673
- Employer contributions
- $944,236
- Participant contributions
- $1,386,460
- Total income / additions
- $8,038,895
- Benefits paid
- $4,877,176
- Administrative expenses
- $60,675
- Total expenses
- $4,947,943
- Net increase / (decrease)
- $3,090,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Advisors Inc | ADVISOR | $36,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,674 | $0 |