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, Tax-Deferred Annuity Plan For Scope Education Services is a benefit plan reported by Scope Education Services under EIN 11-2073576 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,306 participants and $7,344,156 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,344,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,344,156
- Net assets (BOY)
- $6,184,898
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $540,117
- Total contributions
- $593,187
- Total income / additions
- $1,367,919
Expenses & distributions
- Benefits paid
- $205,594
- Administrative expenses
- $3,067
- Total expenses
- $208,661
- Net increase / (decrease)
- $1,159,258