2023 Form 5500 filing — Scott Auto 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 20241011045438NAL0010612963001) for Scott Auto Group 401(K) Plan, reported by Craig Scott, Inc. under EIN 23-2297240 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011045438NAL0010612963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Craig Scott, Inc.
- EIN
- 23-2297240
- Plan number
- 001
- Location
- West Chester, PA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,393,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,393,008
- Employer contributions
- $408,966
- Participant contributions
- $1,197,696
- Total income / additions
- $5,199,213
- Benefits paid
- $1,448,876
- Administrative expenses
- $19,151
- Total expenses
- $1,482,132
- Net increase / (decrease)
- $3,717,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | not reported in the loaded dataset | $35,251 |
| Associated Benefit Planners, Ltd. | CONSULTANT | $12,210 | not reported in the loaded dataset |