2023 Form 5500 filing — Retirement Plan For Scope Education Services
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 20240927133554NAL0001289555001) for Retirement Plan For Scope Education Services, reported by Scope Education Services under EIN 11-2073576 and plan number 001. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.4MReported net assets$7,359,312
Participants466
Provider compensation$2.9K1 Schedule C row(s)$2,866
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927133554NAL0001289555001
- Plan sponsor
- Scope Education Services
- EIN
- 11-2073576
- Plan number
- 001
- Location
- Smithtown, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,359,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,359,312
- Employer contributions
- $379,827
- Participant contributions
- $121,990
- Total income / additions
- $1,406,653
- Benefits paid
- $152,316
- Administrative expenses
- $2,866
- Total expenses
- $155,182
- Net increase / (decrease)
- $1,251,471
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Ins & Ann Ass Of Amer | not reported in the loaded dataset | $2,866 | $0 |