Plan5500

Scott Smith & Son Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Scott Smith & Son Inc (EIN 16-1017618) is a plan sponsor located in Owego, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1017618
Location
Owego, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,462,363
Total reported assets$2.5M$2,472,028
Total reported participants53
Total reported liabilities$9.7K$9,665

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$9.7K
Contributions & income
Employer contributions$90.3K
Participant contributions$118.1K
Total income / additions$615.3K
Expenses & distributions
Benefits paid / distributions$19.6K
Total expenses$34.2K
Net increase / (decrease)$581.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust
Participants per plan27Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust$2.5M
    Plan #001 · 29 participants · 2023
  2. 2
    Scott Smith & Son Inc Group Dental Plan$8.8K
    Plan #501 · 24 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Scott Smith & Son Inc
YearPlanParticipantsSchedulesFiling
2023Scott Smith & Son Inc Group Dental Plan24I20240515133759NAL0034451139001
2023Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust29I20240516073645NAL0085656514001

Related Form 5500 pages