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, James A. Scott & Son, Incorporated Employee Stock Ownership Plan is a benefit plan reported by James A. Scott & Son, Inc. under EIN 54-0372970 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $203,659,329 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,659,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,659,329
- Net assets (BOY)
- $183,503,220
Income & contributions
- Employer contributions
- $7,438,517
- Total contributions
- $7,438,517
- Total income / additions
- $34,786,454
Expenses & distributions
- Benefits paid
- $14,588,873
- Administrative expenses
- $41,472
- Total expenses
- $14,630,345
- Net increase / (decrease)
- $20,156,109