2023 Form 5500 filing — Employee Benefit Plan Of Scott-Carver-Dakota Cap Agency, Inc.
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 20241015090651NAL0048596960001) for Employee Benefit Plan Of Scott-Carver-Dakota Cap Agency, Inc., reported by Scott-Carver-Dakota Cap Agency under EIN 41-0903890 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090651NAL0048596960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott-Carver-Dakota Cap Agency
- EIN
- 41-0903890
- Plan number
- 001
- Location
- Shakopee, MN
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,316,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,316,013
- Employer contributions
- $102,026
- Participant contributions
- $325,952
- Total income / additions
- $1,019,599
- Benefits paid
- $253,993
- Administrative expenses
- $1,479
- Total expenses
- $255,472
- Net increase / (decrease)
- $764,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $1,479 | $0 |