The Scoular Company Profit Sharing Retirement Plan — Form 5500 plan (The Scoular Company)

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, The Scoular Company Profit Sharing Retirement Plan is a benefit plan reported by The Scoular Company under EIN 47-0599176 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,065 participants and $124,889,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Scoular Company
EIN
47-0599176
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,065
End-of-year plan assets
$124,889,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,065H, C20250224141643NAL0009810481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,889,033
Total liabilities (EOY)
$293,738
Net assets (EOY)
$124,595,295
Net assets (BOY)
$144,587,550

Income & contributions

Total contributions
$0
Total income / additions
-$4,708,472

Expenses & distributions

Benefits paid
$14,396,484
Administrative expenses
$887,299
Total expenses
$15,283,783
Net increase / (decrease)
-$19,992,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ChartwellVALUATION SERVICES$26,572not reported in the loaded dataset2023
Frankel, LLCACCOUNTANT$21,616not reported in the loaded dataset2023

Related Form 5500 pages