The Scott Fetzer Company Collective Investment Trust — Form 5500 plan (The Scott Fetzer 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 Scott Fetzer Company Collective Investment Trust is a benefit plan reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $83,052,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Scott Fetzer Company
- EIN
- 47-0691256
- Plan number
- 015
- Plan type
- 4
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $83,052,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240920130606NAL0002967027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,052,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,052,031
- Net assets (BOY)
- $78,783,432
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,122,298
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $13,122,298
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.