2023 Form 5500 filing — Scot Forge Company 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 20241014082020NAL0025714705001) for Scot Forge Company 401(K) Plan, reported by Scot Forge Company under EIN 36-2911912 and plan number 003. It reports 518 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)$50MReported net assets$49,998,002
Participants518
Provider compensation$61.9K2 Schedule C row(s)$61,909
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014082020NAL0025714705001
Plan sponsor
Scot Forge Company
EIN
36-2911912
Plan number
003
Location
Spring Grove, IL
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)$50M total assets
Net assets$50MLiabilities$0
Money in vs. money out
Total income / additions$11M
Total expenses$18M
Benefits paid / distributions$18M
Contributions
Employer$500K
Participant$1.7M
Full reported line items
Total assets (EOY)
$49,998,002
Total liabilities (EOY)
$0
Net assets (EOY)
$49,998,002
Employer contributions
$499,969
Participant contributions
$1,737,772
Total income / additions
$10,969,375
Benefits paid
$17,976,622
Administrative expenses
$61,774
Total expenses
$18,038,396
Net increase / (decrease)
-$7,069,021
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $61.9K
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014082020NAL0025714705001 cover?
It is the 2023 Form 5500 filing for Scot Forge Company 401(K) Plan, reported by Scot Forge Company (EIN 36-2911912).
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