2023 Form 5500 filing — The Horsburgh & Scott Co. 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 20241011083537NAL0038212912001) for The Horsburgh & Scott Co. 401(K) Plan, reported by The Horsburgh & Scott Co. under EIN 26-1349594 and plan number 001. It reports 212 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)$21.3MReported net assets$21,293,067
Participants212
Provider compensation$36K2 Schedule C row(s)$36,008
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011083537NAL0038212912001
Plan sponsor
The Horsburgh & Scott Co.
EIN
26-1349594
Plan number
001
Location
Cleveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$21.3M total assets
Net assets$21.3MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$616.5K
Participant$1.2M
Full reported line items
Total assets (EOY)
$21,293,067
Total liabilities (EOY)
$0
Net assets (EOY)
$21,293,067
Employer contributions
$616,516
Participant contributions
$1,161,685
Total income / additions
$4,818,073
Benefits paid
$1,367,180
Administrative expenses
$36,008
Total expenses
$1,403,188
Net increase / (decrease)
$3,414,885
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $30.9K · Indirect $0
  2. 2
    ADVISOR · Direct $5.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011083537NAL0038212912001 cover?
It is the 2023 Form 5500 filing for The Horsburgh & Scott Co. 401(K) Plan, reported by The Horsburgh & Scott Co. (EIN 26-1349594).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages