2023 Form 5500 filing — James A. Scott & Son, Incorporated Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805142537NAL0000730387001) for James A. Scott & Son, Incorporated Employee Stock Ownership Plan, reported by James A. Scott & Son, Inc. under EIN 54-0372970 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805142537NAL0000730387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James A. Scott & Son, Inc.
- EIN
- 54-0372970
- Plan number
- 001
- Location
- Lynchburg, VA
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,659,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,659,329
- Employer contributions
- $7,438,517
- Total income / additions
- $34,786,454
- Benefits paid
- $14,588,873
- Administrative expenses
- $41,472
- Total expenses
- $14,630,345
- Net increase / (decrease)
- $20,156,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Craig Ryder | N/A | $20,325 | not reported in the loaded dataset |
| Brown, Edwards & Company Llp | N/A | $16,650 | not reported in the loaded dataset |
| Suntrust | N/A | $4,297 | not reported in the loaded dataset |