Plan5500

Scott Auto Group 401(K) Plan — Form 5500 plan (Craig Scott, 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 Auto Group 401(K) Plan is a benefit plan reported by Craig Scott, Inc. under EIN 23-2297240 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $17,393,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Craig Scott, Inc.
EIN
23-2297240
Plan number
001
Plan type
2
Location
West Chester, PA
Latest filing year
2023
Participants
278
End-of-year plan assets
$17,393,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241011045438NAL0010612963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,393,008
Total liabilities (EOY)
$0
Net assets (EOY)
$17,393,008
Net assets (BOY)
$13,675,927

Income & contributions

Employer contributions
$408,966
Participant contributions
$1,197,696
Total contributions
$3,025,688
Total income / additions
$5,199,213

Expenses & distributions

Benefits paid
$1,448,876
Administrative expenses
$19,151
Total expenses
$1,482,132
Net increase / (decrease)
$3,717,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial Advisors CorpINVESTMENT ADVISORnot reported in the loaded dataset$35,2512023
Associated Benefit Planners, Ltd.CONSULTANT$12,210not reported in the loaded dataset2023

Related Form 5500 pages