Geodis Sco 401(K) Profit Sharing Plan — Form 5500 plan (Geodis Sco Usa, LLC)
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, Geodis Sco 401(K) Profit Sharing Plan is a benefit plan reported by Geodis Sco Usa, LLC under EIN 36-3135821 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $10,549,924 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.5MPlan net assets, end of year$10,535,133
Participants183Covered participants reported
Assets / participant$57.6KComputed: assets ÷ participants$57,650 (computed)
Provider compensation$68.1K4 Schedule C provider row(s)$68,104
- Plan sponsor
- Geodis Sco Usa, LLC
- EIN
- 36-3135821
- Plan number
- 001
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250813134256NAL0012659648001 |
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)$10.5M total assets
Net assets$10.5MLiabilities$14.8K
Full reported line items
Net assets
- Total assets (EOY)
- $10,549,924
- Total liabilities (EOY)
- $14,791
- Net assets (EOY)
- $10,535,133
- Net assets (BOY)
- $8,779,757
Income & contributions
- Employer contributions
- $382,073
- Participant contributions
- $630,055
- Total contributions
- $1,175,407
- Total income / additions
- $2,617,536
Expenses & distributions
- Benefits paid
- $794,058
- Administrative expenses
- $68,102
- Total expenses
- $862,160
- Net increase / (decrease)
- $1,755,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors | FINANCIAL ADVISOR | $27,750 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $24,641 | $0 | 2023 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $9,656 | not reported in the loaded dataset | 2023 |
| Zachary Golen | THIRD PARTY | $6,057 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geodis Sco Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Poughkeepsie, NY
- Mml Investors — Schedule C compensation
- Nationwide — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation
- Zachary Golen — Schedule C compensation