Scooterbug, Inc. 401(K) Plan — Form 5500 plan (Scooterbug, Inc.)
Plain-English plan 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, Scooterbug, Inc. 401(K) Plan is a benefit plan reported by Scooterbug, Inc. under EIN 04-3168374 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $7,086,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scooterbug, Inc.
- EIN
- 04-3168374
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $7,086,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20250501120304NAL0003111761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,086,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,086,568
- Net assets (BOY)
- $6,815,029
Income & contributions
- Employer contributions
- $216,692
- Participant contributions
- $627,681
- Total contributions
- $875,104
- Total income / additions
- $1,849,361
Expenses & distributions
- Benefits paid
- $1,537,931
- Administrative expenses
- $24,146
- Total expenses
- $1,577,822
- Net increase / (decrease)
- $271,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $18,508 | not reported in the loaded dataset | 2023 |
| Carpenter Morse Group | CONTRACT ADMIN | $3,000 | not reported in the loaded dataset | 2023 |
| Vestal & Wiler Cpas | OTHER | $2,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,537 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scooterbug, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Raymond James Financial Services — Schedule C compensation
- Carpenter Morse Group — Schedule C compensation
- Vestal & Wiler Cpas — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation