School Operation Services Group, Inc. 401k Plan — Form 5500 plan (School Operation Services 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, School Operation Services Group, Inc. 401k Plan is a benefit plan reported by School Operation Services Group, Inc. under EIN 27-5229277 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $1,078,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- School Operation Services Group, Inc.
- EIN
- 27-5229277
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenixville, PA
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $1,078,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240702124928NAL0010327570001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,078,440
- Net assets (EOY)
- $1,078,440
- Net assets (BOY)
- $722,850
Income & contributions
- Employer contributions
- $73,920
- Participant contributions
- $179,113
- Total income / additions
- $396,130
Expenses & distributions
- Benefits paid
- $40,540
- Total expenses
- $40,540
- Net increase / (decrease)
- $355,590
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.