Race Winning Brands, Inc. Employees' 401(K) Plan — Form 5500 plan (Race Winning Brands, 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, Race Winning Brands, Inc. Employees' 401(K) Plan is a benefit plan reported by Race Winning Brands, Inc. under EIN 81-4827266 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,267 participants and $36,568,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Race Winning Brands, Inc.
- EIN
- 81-4827266
- Plan number
- 001
- Plan type
- 2
- Location
- Mentor, OH
- Latest filing year
- 2023
- Participants
- 1,267
- End-of-year plan assets
- $36,568,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,267 | H, C | 20250711091520NAL0004121187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,568,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,568,268
- Net assets (BOY)
- $28,978,759
Income & contributions
- Employer contributions
- $1,672,335
- Participant contributions
- $3,636,041
- Total contributions
- $5,523,389
- Total income / additions
- $10,712,677
Expenses & distributions
- Benefits paid
- $3,822,638
- Administrative expenses
- $163,144
- Total expenses
- $3,993,847
- Net increase / (decrease)
- $6,718,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,244 | $0 | 2023 |
| The Patriot Financial Group, LLC | INVESTMENT ADVISORY | $62,205 | $24 | 2023 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $14,161 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Race Winning Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mentor, OH
- Principal Life Insurance Company — Schedule C compensation
- The Patriot Financial Group, LLC — Schedule C compensation
- Securities America Advisors, Inc. — Schedule C compensation