2023 Form 5500 filing — Bitzer Scroll, 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 20241015105048NAL0016176723001) for Bitzer Scroll, Inc. 401(K) Plan, reported by Bitzer Scroll, Inc. under EIN 20-8255529 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105048NAL0016176723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bitzer Scroll, Inc.
- EIN
- 20-8255529
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,110,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,110,956
- Employer contributions
- $266,047
- Participant contributions
- $435,120
- Total income / additions
- $2,108,698
- Benefits paid
- $711,270
- Administrative expenses
- $43,604
- Total expenses
- $754,874
- Net increase / (decrease)
- $1,353,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,077 | not reported in the loaded dataset |
| Benefit Plans Administrative Servic | CONTRACT ADMIN | $9,195 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $4,960 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,372 | not reported in the loaded dataset |