2023 Form 5500 filing — Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement 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 20260304152429NAL0002067923001) for Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement Plan, reported by Boenning & Scattergood, Inc. under EIN 23-1720062 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20260304152429NAL0002067923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boenning & Scattergood, Inc.
- EIN
- 23-1720062
- Plan number
- 001
- Location
- Haverford, PA
- Participants
- 116
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,462
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $774,140
- Benefits paid
- $18,257,091
- Administrative expenses
- $63
- Total expenses
- $18,257,154
- Net increase / (decrease)
- -$17,483,014
- Schedule source
- Schedule H