2023 Form 5500 filing — Sokol And Company 401(K) Salary Reduction Plan And Trust
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 20240916125922NAL0002120672001) for Sokol And Company 401(K) Salary Reduction Plan And Trust, reported by Sc - Bcp Acquisition Company, LLC under EIN 88-3621798 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916125922NAL0002120672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sc - Bcp Acquisition Company, LLC
- EIN
- 88-3621798
- Plan number
- 001
- Location
- Countryside, IL
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,595,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,595,194
- Employer contributions
- $219,831
- Participant contributions
- $401,168
- Total income / additions
- $1,955,204
- Benefits paid
- $996,315
- Administrative expenses
- $10,865
- Total expenses
- $1,007,180
- Net increase / (decrease)
- $948,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Inverness Securities LLC | ADVISOR | $0 | $14,166 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,865 | $0 |