Scotlynn Usa Division Inc. 401(K) Plan — Form 5500 plan (Scotlynn Usa Division, 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, Scotlynn Usa Division Inc. 401(K) Plan is a benefit plan reported by Scotlynn Usa Division, Inc. under EIN 27-2104137 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $9,705,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scotlynn Usa Division, Inc.
EIN
27-2104137
Plan number
001
Plan type
2
Location
Fort Myers, FL
Latest filing year
2023
Participants
261
End-of-year plan assets
$9,705,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241018103945NAL0019155267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,705,582
Total liabilities (EOY)
$0
Net assets (EOY)
$9,705,582
Net assets (BOY)
$6,385,409

Income & contributions

Employer contributions
$707,192
Participant contributions
$1,718,802
Total contributions
$2,441,310
Total income / additions
$3,781,380

Expenses & distributions

Benefits paid
$393,847
Administrative expenses
$67,360
Total expenses
$461,207
Net increase / (decrease)
$3,320,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hbks Wealth AdvisorsNONE$42,489not reported in the loaded dataset2023
Ascensus LLCNONE$24,871$02023

Related Form 5500 pages