2023 Form 5500 filing — Scallon Controls, Inc. 401(K) Bonus Plan And Trust
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 20250306093342NAL0010092721001) for Scallon Controls, Inc. 401(K) Bonus Plan And Trust, reported by Scallon Controls, Inc. under EIN 74-1918146 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.6MReported net assets$11,568,515
Participants123
Provider compensation$54.2K3 Schedule C row(s)$54,164
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250306093342NAL0010092721001
- Plan sponsor
- Scallon Controls, Inc.
- EIN
- 74-1918146
- Plan number
- 002
- Location
- Beaumont, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,568,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,568,515
- Participant contributions
- $894,225
- Total income / additions
- $2,363,503
- Benefits paid
- $524,641
- Administrative expenses
- $52,142
- Total expenses
- $576,783
- Net increase / (decrease)
- $1,786,720
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,661 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $20,293 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,210 | not reported in the loaded dataset |