Scott Smith & Son Inc Group Dental Plan — Form 5500 plan (Scott Smith & Son 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, Scott Smith & Son Inc Group Dental Plan is a benefit plan reported by Scott Smith & Son Inc under EIN 16-1017618 and plan number 501. The latest loaded filing year is 2023. The filing reports 24 participants and $8,825 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$840Plan net assets, end of year
Participants24Covered participants reported
Assets / participant$368Computed: assets ÷ participants$368 (computed)
Provider compensationNone reported
Plan sponsor
Scott Smith & Son Inc
EIN
16-1017618
Plan number
501
Plan type
2
Location
Owego, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I20240515133759NAL0034451139001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.8K total assets
Net assets-$840Liabilities$9.7K
Money in vs. money out
Total income / additions$8.8K
Total expenses$9.7K
Benefits paid / distributions$8.8K
Contributions
Employer$6.7K
Participant$2.1K
Full reported line items

Net assets

Total assets (EOY)
$8,825
Total liabilities (EOY)
$9,665
Net assets (EOY)
-$840
Net assets (BOY)
$0

Income & contributions

Employer contributions
$6,690
Participant contributions
$2,135
Total income / additions
$8,825

Expenses & distributions

Benefits paid
$8,825
Administrative expenses
$840
Total expenses
$9,665
Net increase / (decrease)
-$840
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 76%Participant 24%
Benefits paid ÷ total income100%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages