Joe Gibbs Racing 401(K) Savings Plan — Form 5500 plan (Joe Gibbs Racing, LLC)

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, Joe Gibbs Racing 401(K) Savings Plan is a benefit plan reported by Joe Gibbs Racing, LLC under EIN 92-3748332 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $76,348,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joe Gibbs Racing, LLC
EIN
92-3748332
Plan number
001
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
647
End-of-year plan assets
$76,348,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023647H, C20241001125820NAL0003263427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,348,734
Total liabilities (EOY)
$0
Net assets (EOY)
$76,348,734
Net assets (BOY)
$71,038,673

Income & contributions

Employer contributions
$781,110
Participant contributions
$3,134,103
Total contributions
$4,372,581
Total income / additions
$14,287,578

Expenses & distributions

Benefits paid
$8,817,048
Administrative expenses
$151,372
Total expenses
$8,977,517
Net increase / (decrease)
$5,310,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$77,870$02023
Rpa Financial, LLCINVESTMENT ADVISORY$73,062$9382023

Related Form 5500 pages