The Jockey Club 401(K) Plan — Form 5500 plan (The Jockey Club)
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, The Jockey Club 401(K) Plan is a benefit plan reported by The Jockey Club under EIN 13-0888345 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $40,884,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jockey Club
- EIN
- 13-0888345
- Plan number
- 002
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $40,884,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241014112739NAL0013201987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,884,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,884,673
- Net assets (BOY)
- $37,793,721
Income & contributions
- Employer contributions
- $944,236
- Participant contributions
- $1,386,460
- Total contributions
- $2,336,506
- Total income / additions
- $8,038,895
Expenses & distributions
- Benefits paid
- $4,877,176
- Administrative expenses
- $60,675
- Total expenses
- $4,947,943
- Net increase / (decrease)
- $3,090,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Advisors Inc | ADVISOR | $36,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $24,674 | $0 | 2023 |