2023 Form 5500 filing — Steven Scott Retirement Savings 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 20240925111506NAL0014232945001) for Steven Scott Retirement Savings Plan, reported by Steven Scott Management, Inc. under EIN 41-1719493 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925111506NAL0014232945001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Steven Scott Management, Inc.
- EIN
- 41-1719493
- Plan number
- 001
- Location
- St. Louis Park, MN
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,210,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,210,484
- Employer contributions
- $456,932
- Participant contributions
- $989,992
- Total income / additions
- $4,183,131
- Benefits paid
- $1,822,704
- Administrative expenses
- $126,224
- Total expenses
- $1,948,928
- Net increase / (decrease)
- $2,234,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $89,381 | $0 |
| Stiles Financial | NONE | $36,843 | not reported in the loaded dataset |