Plan5500

The Scoular Company Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by The Scoular Company under EIN 47-0599176 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,721 participants and $114,773,228 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
002
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,721
End-of-year plan assets
$114,773,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,721H, C20240131201757NAL0030671760001
20231,788H, C20250303102801NAL0005442753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$145,937,266
Total liabilities (EOY)
$0
Net assets (EOY)
$145,937,266
Net assets (BOY)
$114,773,228

Income & contributions

Employer contributions
$7,851,929
Participant contributions
$8,940,254
Total contributions
$18,948,818
Total income / additions
$41,677,102

Expenses & distributions

Benefits paid
$10,377,450
Administrative expenses
$129,757
Total expenses
$10,513,064
Net increase / (decrease)
$31,164,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$64,354$02023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$57,897$02023
FrankelzachariaACCOUNTANT$42,573not reported in the loaded dataset2023
Frankel, LLCACCOUNTANT$16,580not reported in the loaded dataset2023

Related Form 5500 pages