2023 Form 5500 filing — The Minions Retirement 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 20250325120841NAL0014241937001) for The Minions Retirement Plan, reported by Jefferson County Racing Association, Inc. under EIN 63-1056018 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$432.4KReported net assets$432,432
Participants367
Provider compensation$12.4K5 Schedule C row(s)$12,436
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250325120841NAL0014241937001
Plan sponsor
Jefferson County Racing Association, Inc.
EIN
63-1056018
Plan number
001
Location
Birmingham, AL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$432.4K total assets
Net assets$432.4KLiabilities$0
Money in vs. money out
Total income / additions$77.3K
Total expenses$147.1K
Benefits paid / distributions$134.7K
Contributions
Employer$3.8K
Participant$15.2K
Full reported line items
Total assets (EOY)
$432,432
Total liabilities (EOY)
$0
Net assets (EOY)
$432,432
Employer contributions
$3,807
Participant contributions
$15,226
Total income / additions
$77,283
Benefits paid
$134,696
Administrative expenses
$12,434
Total expenses
$147,130
Net increase / (decrease)
-$69,847
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $5.6K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $5.4K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $1.2K
  4. 4
    INVESTMENT ADVISORY · Direct $230
  5. 5
    CUSTODIAL · Direct $50

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250325120841NAL0014241937001 cover?
It is the 2023 Form 5500 filing for The Minions Retirement Plan, reported by Jefferson County Racing Association, Inc. (EIN 63-1056018).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages