Sc&H Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sc&H Group, 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, Sc&H Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sc&H Group, Inc. under EIN 20-5991824 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $66,409,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sc&H Group, Inc.
EIN
20-5991824
Plan number
001
Plan type
2
Location
Sparks, MD
Latest filing year
2023
Participants
467
End-of-year plan assets
$66,409,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023467H, C20241015141929NAL0014819523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,409,510
Total liabilities (EOY)
$0
Net assets (EOY)
$66,409,510
Net assets (BOY)
$54,499,548

Income & contributions

Employer contributions
$1,001,538
Participant contributions
$4,198,858
Total contributions
$5,516,290
Total income / additions
$15,713,567

Expenses & distributions

Benefits paid
$3,714,578
Administrative expenses
$89,027
Total expenses
$3,803,605
Net increase / (decrease)
$11,909,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Inc.RECORDKEEPER$47,346$02023
Nfp Retirement Inc.FINANCIAL CONSULTANT$22,500not reported in the loaded dataset2023
Coastal Pension Services, LLCTPA$19,181not reported in the loaded dataset2023

Related Form 5500 pages