Sc&H Group, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Sc&H Group, Inc. under EIN 20-5991824 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $49,506,031 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.1MPlan net assets, end of year$41,115,901
Participants411Covered participants reported
Assets / participant$120.5KComputed: assets ÷ participants$120,453 (computed)
Provider compensationNone reported
Plan sponsor
Sc&H Group, Inc.
EIN
20-5991824
Plan number
002
Plan type
2
Location
Sparks, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H20241015143013NAL0014845299010
Schedule H · 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)$49.5M total assets
Net assets$41.1MLiabilities$8.4M
Money in vs. money out
Total income / additions$9.5M
Total expenses$1.2M
Benefits paid / distributions$1M
Contributions
Employer$3.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$49,506,031
Total liabilities (EOY)
$8,390,130
Net assets (EOY)
$41,115,901
Net assets (BOY)
$32,762,700

Income & contributions

Employer contributions
$3,789,517
Total contributions
$3,789,517
Total income / additions
$9,529,242

Expenses & distributions

Benefits paid
$1,010,541
Total expenses
$1,176,041
Net increase / (decrease)
$8,353,201
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.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages