2023 Form 5500 filing — Scj Associates, Inc. Employee Stock Ownership 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 20241016150507NAL0030794465001) for Scj Associates, Inc. Employee Stock Ownership Plan, reported by Scj Associates, Inc. under EIN 16-0979349 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$302.3KReported net assets$302,271
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241016150507NAL0030794465001
Plan sponsor
Scj Associates, Inc.
EIN
16-0979349
Plan number
002
Location
Rochester, NY
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$302.3K total assets
Net assets$302.3KLiabilities
Money in vs. money out
Total income / additions-$29K
Total expenses$31.5K
Benefits paid / distributions$31.5K
Full reported line items
Total assets (EOY)
$302,271
Net assets (EOY)
$302,271
Total income / additions
-$28,952
Benefits paid
$31,524
Total expenses
$31,524
Net increase / (decrease)
-$60,476

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016150507NAL0030794465001 cover?
It is the 2023 Form 5500 filing for Scj Associates, Inc. Employee Stock Ownership Plan, reported by Scj Associates, Inc. (EIN 16-0979349).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages