2023 Form 5500 filing — Scan Group 401(K) 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 20240918141126NAL0007977840001) for Scan Group 401(K) Plan, reported by Scan Group under EIN 95-3826037 and plan number 003. It reports 1,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918141126NAL0007977840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scan Group
- EIN
- 95-3826037
- Plan number
- 003
- Location
- Long Beach, CA
- Participants
- 1,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,947,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,947,737
- Employer contributions
- $11,617,993
- Participant contributions
- $13,601,635
- Total income / additions
- $52,465,593
- Benefits paid
- $11,711,083
- Administrative expenses
- $293,068
- Total expenses
- $12,196,284
- Net increase / (decrease)
- $40,269,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $203,713 | $0 |
| Moss Adams Llp | NONE | $77,870 | not reported in the loaded dataset |
| Empower Advisory Group | NONE | $26,185 | not reported in the loaded dataset |
| Bilkeykatz Investment Consultants I | NONE | $12,500 | not reported in the loaded dataset |
| Mercer (Us) Inc | NONE | $10,000 | not reported in the loaded dataset |