2023 Form 5500 filing — Scott Companies Profit Sharing 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 20241015182916NAL0017044803001) for Scott Companies Profit Sharing Plan, reported by Scott Equipment Company, LLC under EIN 72-6029611 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182916NAL0017044803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott Equipment Company, LLC
- EIN
- 72-6029611
- Plan number
- 001
- Location
- Monroe, LA
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,879,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,879,881
- Employer contributions
- $1,916,289
- Participant contributions
- $2,608,184
- Total income / additions
- $12,256,538
- Benefits paid
- $3,538,188
- Administrative expenses
- $64,372
- Total expenses
- $3,602,560
- Net increase / (decrease)
- $8,653,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,372 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |