Oaklawn Jockey Club Employees 401(K) Savings Plan — Form 5500 plan (Oaklawn Jockey Club, 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, Oaklawn Jockey Club Employees 401(K) Savings Plan is a benefit plan reported by Oaklawn Jockey Club, Inc. under EIN 43-0439895 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,253 participants and $16,446,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oaklawn Jockey Club, Inc.
EIN
43-0439895
Plan number
001
Plan type
2
Location
Hot Springs, AR
Latest filing year
2023
Participants
1,253
End-of-year plan assets
$16,446,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,253H, C20241009100203NAL0018133137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,446,673
Total liabilities (EOY)
$0
Net assets (EOY)
$16,446,673
Net assets (BOY)
$13,176,977

Income & contributions

Employer contributions
$542,258
Participant contributions
$1,687,245
Total contributions
$2,238,615
Total income / additions
$5,251,397

Expenses & distributions

Benefits paid
$1,909,961
Administrative expenses
$50,497
Total expenses
$1,981,701
Net increase / (decrease)
$3,269,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,062$02023
Merrill LynchCONSULTANT$0$22,2142023
Lincoln National CorporationSERVICE PROVIDER$2,435$02023

Related Form 5500 pages