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, Steven Scott Retirement Savings Plan is a benefit plan reported by Steven Scott Management, Inc. under EIN 41-1719493 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $16,210,484 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,210,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,210,484
- Net assets (BOY)
- $13,976,281
Income & contributions
- Employer contributions
- $456,932
- Participant contributions
- $989,992
- Total contributions
- $1,747,209
- Total income / additions
- $4,183,131
Expenses & distributions
- Benefits paid
- $1,822,704
- Administrative expenses
- $126,224
- Total expenses
- $1,948,928
- Net increase / (decrease)
- $2,234,203