2023 Form 5500 filing — Retirement Plan For Employees Of Scotiabank U. S. 401(K)

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 20241012133247NAL0011772115001) for Retirement Plan For Employees Of Scotiabank U. S. 401(K), reported by Bank Of Nova Scotia under EIN 13-4941099 and plan number 002. It reports 2,234 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)$409.9MReported net assets$409,933,990

Participants2.2K2,234

Provider compensation$82K3 Schedule C row(s)$82,035

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241012133247NAL0011772115001
Plan sponsor: Bank Of Nova Scotia
EIN: 13-4941099
Plan number: 002
Location: not reported in the loaded dataset
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)$410M total assets

Net assets$409.9MLiabilities$55.2K

Money in vs. money out

Total income / additions$109.5M

Total expenses$52.2M

Benefits paid / distributions$52.1M

Contributions

Employer$14.7M

Participant$19.5M

Full reported line items

Total assets (EOY): $409,989,203
Total liabilities (EOY): $55,213
Net assets (EOY): $409,933,990
Employer contributions: $14,686,205
Participant contributions: $19,451,394
Total income / additions: $109,482,710
Benefits paid: $52,095,974
Administrative expenses: $138,903
Total expenses: $52,234,877
Net increase / (decrease): $57,247,833

Schedule C

Reported service provider compensation

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

1
Kpmg Llp$49K
NONE · Direct $49K
2
T Rowe Price Rps Inc$19.1K
NONE · Direct $19.1K · Indirect $0
3
Mercer$14K
NONE · Direct $14K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012133247NAL0011772115001 cover?: It is the 2023 Form 5500 filing for Retirement Plan For Employees Of Scotiabank U. S. 401(K), reported by Bank Of Nova Scotia (EIN 13-4941099).
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).