Racetrac, Inc. 401(K) Plan — Form 5500 plan (Racetrac, 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, Racetrac, Inc. 401(K) Plan is a benefit plan reported by Racetrac, Inc. under EIN 63-0642959 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,252 participants and $131,744,309 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$131.7MPlan net assets, end of year$131,744,309
Participants9.3KCovered participants reported9,252
Assets / participant$14.2KComputed: assets ÷ participants$14,240 (computed)
Provider compensation$211.6K4 Schedule C provider row(s)$211,586
Plan sponsor
Racetrac, Inc.
EIN
63-0642959
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,252H, C20241008090323NAL0009492835001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$131.7M total assets
Net assets$131.7MLiabilities
Money in vs. money out
Total income / additions$34M
Total expenses$9.7M
Benefits paid / distributions$9.4M
Contributions
Employer$5.3M
Participant$9.3M
Full reported line items

Net assets

Total assets (EOY)
$131,744,309
Net assets (EOY)
$131,744,309
Net assets (BOY)
$107,383,381

Income & contributions

Employer contributions
$5,304,238
Participant contributions
$9,275,417
Total contributions
$15,203,146
Total income / additions
$34,025,583

Expenses & distributions

Benefits paid
$9,420,919
Administrative expenses
$250,065
Total expenses
$9,701,870
Net increase / (decrease)
$24,323,713
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$195,207$02023
Fisher InvestmentsADVISOR$16,079not reported in the loaded dataset2023
Charles Schwab & Co., Inc.BROKER$300$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages