2023 Form 5500 filing — Scm Group North America, Inc. 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 20241011092523NAL0010768163001) for Scm Group North America, Inc. 401(K) Plan, reported by Scm Group North America, Inc. under EIN 58-2664474 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092523NAL0010768163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scm Group North America, Inc.
- EIN
- 58-2664474
- Plan number
- 001
- Location
- Duluth, GA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,540,908
- Total liabilities (EOY)
- $9,638
- Net assets (EOY)
- $8,531,270
- Employer contributions
- $189,514
- Participant contributions
- $691,890
- Total income / additions
- $2,017,266
- Benefits paid
- $1,563,983
- Administrative expenses
- $44,068
- Total expenses
- $1,608,051
- Net increase / (decrease)
- $409,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fintrust Capital Adv Dba Fintrust | ADVISOR | $18,421 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,060 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,587 | not reported in the loaded dataset |