Peabody Motor Sports, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Peabody Motor Sports, Inc.)
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, Peabody Motor Sports, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Peabody Motor Sports, Inc. under EIN 04-3200557 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $36,549,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peabody Motor Sports, Inc.
- EIN
- 04-3200557
- Plan number
- 001
- Plan type
- 2
- Location
- Peabody, MA
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $36,549,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241008172202NAL0034551346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,549,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,549,171
- Net assets (BOY)
- $31,111,584
Income & contributions
- Employer contributions
- $502,738
- Participant contributions
- $2,951,655
- Total contributions
- $3,619,490
- Total income / additions
- $8,877,451
Expenses & distributions
- Benefits paid
- $3,366,622
- Administrative expenses
- $24,463
- Total expenses
- $3,439,864
- Net increase / (decrease)
- $5,437,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $57,807 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $0 | $17,926 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $7,000 | $9,668 | 2023 |
| Clifton Larson Allen Wealth Advisor | AUDITOR | $15,225 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $5,488 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peabody Motor Sports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Peabody, MA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation