2023 Form 5500 filing — The Scoular Company Retirement Savings 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 20250303102801NAL0005442753001) for The Scoular Company Retirement Savings Plan, reported by The Scoular Company under EIN 47-0599176 and plan number 002. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303102801NAL0005442753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Scoular Company
- EIN
- 47-0599176
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,937,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,937,266
- Employer contributions
- $7,851,929
- Participant contributions
- $8,940,254
- Total income / additions
- $41,677,102
- Benefits paid
- $10,377,450
- Administrative expenses
- $129,757
- Total expenses
- $10,513,064
- Net increase / (decrease)
- $31,164,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $64,354 | $0 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $57,897 | $0 |
| Frankelzacharia | ACCOUNTANT | $42,573 | not reported in the loaded dataset |
| Frankel, LLC | ACCOUNTANT | $16,580 | not reported in the loaded dataset |