Don Schumacher Racing Corp. 401(K) Retirement Plan — Form 5500 plan (Don Schumacher Racing Corp.)
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, Don Schumacher Racing Corp. 401(K) Retirement Plan is a benefit plan reported by Don Schumacher Racing Corp. under EIN 36-4234159 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $4,439,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Schumacher Racing Corp.
- EIN
- 36-4234159
- Plan number
- 001
- Plan type
- 2
- Location
- Brownsburg, IN
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $4,439,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241004104545NAL0005634275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,439,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,439,585
- Net assets (BOY)
- $3,959,901
Income & contributions
- Employer contributions
- $58,205
- Participant contributions
- $206,094
- Total contributions
- $417,515
- Total income / additions
- $1,035,004
Expenses & distributions
- Benefits paid
- $522,851
- Administrative expenses
- $32,469
- Total expenses
- $555,320
- Net increase / (decrease)
- $479,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $16,442 | $0 | 2023 |
| Cerity Partners | NONE | $16,027 | not reported in the loaded dataset | 2023 |