Lucky Star Casino 401(K) Retirement Savings Plan — Form 5500 plan (Lucky Star Casino)

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, Lucky Star Casino 401(K) Retirement Savings Plan is a benefit plan reported by Lucky Star Casino under EIN 73-1448326 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,126 participants and $17,491,393 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.5MPlan net assets, end of year$17,491,393
Participants1.1KCovered participants reported1,126
Assets / participant$15.5KComputed: assets ÷ participants$15,534 (computed)
Provider compensation$134.8K4 Schedule C provider row(s)$134,771
Plan sponsor
Lucky Star Casino
EIN
73-1448326
Plan number
001
Plan type
2
Location
Concho, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,126H, C20240903181157NAL0009341363001
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)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.4M
Benefits paid / distributions$1.2M
Contributions
Employer$1.2M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$17,491,393
Total liabilities (EOY)
$0
Net assets (EOY)
$17,491,393
Net assets (BOY)
$13,866,122

Income & contributions

Employer contributions
$1,221,733
Participant contributions
$1,659,348
Total contributions
$2,900,349
Total income / additions
$5,035,339

Expenses & distributions

Benefits paid
$1,247,867
Administrative expenses
$134,771
Total expenses
$1,410,068
Net increase / (decrease)
$3,625,271
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 42%Participant 58%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$95,483$02023
Alliant Insurance Services Inc DbaINVESTMENT ADVISOR$30,463not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,805not reported in the loaded dataset2023
Argent Retirement Plan Advisors LLCOTHER$3,020not reported in the loaded dataset2023

Related Form 5500 pages