2023 Form 5500 filing — Tax-Deferred Annuity 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 20240927133657NAL0001088563001) for Tax-Deferred Annuity Plan For Scope Education Services, reported by Scope Education Services under EIN 11-2073576 and plan number 002. It reports 2,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927133657NAL0001088563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scope Education Services
- EIN
- 11-2073576
- Plan number
- 002
- Location
- Smithtown, NY
- Participants
- 2,306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,344,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,344,156
- Employer contributions
- $0
- Participant contributions
- $540,117
- Total income / additions
- $1,367,919
- Benefits paid
- $205,594
- Administrative expenses
- $3,067
- Total expenses
- $208,661
- Net increase / (decrease)
- $1,159,258
- Schedule source
- Schedule H
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 | $3,217 | $0 |