2023 Form 5500 filing — Scott Edwards Architecture 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 20241011163457NAL0023243489001) for Scott Edwards Architecture 401(K) Plan, reported by Scott Edwards Architecture, Llp under EIN 93-1255267 and plan number 001. It reports 121 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)$9.3MReported net assets$9,252,416
Participants121
Provider compensation$67.1K2 Schedule C row(s)$67,134
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011163457NAL0023243489001
Plan sponsor
Scott Edwards Architecture, Llp
EIN
93-1255267
Plan number
001
Location
Portland, OR
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)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$508.2K
Benefits paid / distributions$506K
Contributions
Employer$300.8K
Participant$743.7K
Full reported line items
Total assets (EOY)
$9,252,416
Total liabilities (EOY)
$0
Net assets (EOY)
$9,252,416
Employer contributions
$300,809
Participant contributions
$743,729
Total income / additions
$2,455,665
Benefits paid
$505,955
Administrative expenses
$2,207
Total expenses
$508,162
Net increase / (decrease)
$1,947,503
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $669 · Indirect $42.9K
  2. 2
    FINANCIAL ADVISOR · Direct $0 · Indirect $23.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011163457NAL0023243489001 cover?
It is the 2023 Form 5500 filing for Scott Edwards Architecture 401(K) Plan, reported by Scott Edwards Architecture, Llp (EIN 93-1255267).
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