Plan5500

Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan — Form 5500 plan (Scott Byron & Co., 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 Byron & Co. , Inc. Salary Savings And Profit Sharing Plan is a benefit plan reported by Scott Byron & Co., Inc. under EIN 36-3217398 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $11,056,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scott Byron & Co., Inc.
EIN
36-3217398
Plan number
002
Plan type
2
Location
Lake Bluff, IL
Latest filing year
2023
Participants
325
End-of-year plan assets
$11,056,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20240925102753NAL0014554225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,056,416
Total liabilities (EOY)
$0
Net assets (EOY)
$11,056,416
Net assets (BOY)
$9,381,654

Income & contributions

Participant contributions
$292,388
Total contributions
$644,533
Total income / additions
$2,284,289

Expenses & distributions

Benefits paid
$549,248
Administrative expenses
$60,279
Total expenses
$609,527
Net increase / (decrease)
$1,674,762

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirment Plan SvrcsRETAINED BY EMPLOYER$29,444$02023
Mesirow FinancialRETAINED BY EMPLOYER$20,835not reported in the loaded dataset2023
James M MoynaRETAINED BY EMPLOYER$10,000not reported in the loaded dataset2023

Related Form 5500 pages