2023 Form 5500 filing — Campbell Scientific, Inc. 401(K) 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 20241212161317NAL0012740529001) for Campbell Scientific, Inc. 401(K) Profit Sharing Plan, reported by Campbell Scientific, Inc. under EIN 87-0305157 and plan number 002. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212161317NAL0012740529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campbell Scientific, Inc.
- EIN
- 87-0305157
- Plan number
- 002
- Location
- Logan, UT
- Participants
- 658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,840,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,840,977
- Employer contributions
- $0
- Participant contributions
- $1,863,894
- Total income / additions
- $8,610,574
- Benefits paid
- $1,779,732
- Administrative expenses
- $60,468
- Total expenses
- $1,840,200
- Net increase / (decrease)
- $6,770,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson & Co. | NONE | $40,461 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $11,192 | $0 |
| Jones Simkins LLC | NONE | $6,996 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $1,620 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $200 | $0 |