California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan — Form 5500 plan (California Thoroughbred Trainers)
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, California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan is a benefit plan reported by California Thoroughbred Trainers under EIN 95-3946289 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,418 participants and $21,522,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Thoroughbred Trainers
- EIN
- 95-3946289
- Plan number
- 004
- Plan type
- 3
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 1,418
- End-of-year plan assets
- $21,522,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,418 | H, C | 20241205170104NAL0005304913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,522,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,522,758
- Net assets (BOY)
- $16,421,636
Income & contributions
- Employer contributions
- $3,864,997
- Total contributions
- $3,864,997
- Total income / additions
- $6,292,185
Expenses & distributions
- Benefits paid
- $820,558
- Administrative expenses
- $370,505
- Total expenses
- $1,191,063
- Net increase / (decrease)
- $5,101,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sheppard Mullin | NONE | $15,943 | not reported in the loaded dataset | 2023 |
| Socal Mailing Services | NONE | $6,982 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | TPA | $0 | $6,680 | 2023 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Thoroughbred Trainers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Sheppard Mullin — Schedule C compensation
- Socal Mailing Services — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation