Craig Scott Inc. Employee Benefit Plan — Form 5500 plan (Craig Scott Inc. Dba Scott Honda Of West Chester)
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, Craig Scott Inc. Employee Benefit Plan is a benefit plan reported by Craig Scott Inc. Dba Scott Honda Of West Chester under EIN 23-2297240 and plan number 501. The latest loaded filing year is 2023. The filing reports 81 participants and $42,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Craig Scott Inc. Dba Scott Honda Of West Chester
- EIN
- 23-2297240
- Plan number
- 501
- Plan type
- 2
- Location
- West Chester, PA
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $42,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I, C | 20240930151907NAL0005874273001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $42,375
- Total liabilities (EOY)
- $235,182
- Net assets (EOY)
- -$192,807
- Net assets (BOY)
- -$239,030
Income & contributions
- Employer contributions
- $666,914
- Participant contributions
- $559,525
- Total income / additions
- $1,231,146
Expenses & distributions
- Benefits paid
- $830,226
- Administrative expenses
- $19,845
- Total expenses
- $1,184,923
- Net increase / (decrease)
- $46,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle-Hambright & Davies, Inc. (Ehd | BROKER | $39,778 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $20,887 | not reported in the loaded dataset | 2023 |
| Umr | ADMIN | $19,845 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $6,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Craig Scott Inc. Dba Scott Honda Of West Chester
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in West Chester, PA
- Engle-Hambright & Davies, Inc. (Ehd — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Umr — Schedule C compensation
- Connectcare3 — Schedule C compensation