Plan5500

Scansource, Inc. 401(K) Plan — Form 5500 plan (Scansource, Inc.)

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, Scansource, Inc. 401(K) Plan is a benefit plan reported by Scansource, Inc. under EIN 57-0965380 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,977 participants and $215,941,695 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scansource, Inc.
EIN
57-0965380
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
1,977
End-of-year plan assets
$215,941,695

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,977H, C20250410111154NAL0033142672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,941,695
Total liabilities (EOY)
$0
Net assets (EOY)
$215,941,695
Net assets (BOY)
$193,116,292

Income & contributions

Employer contributions
$3,066,380
Participant contributions
$11,142,105
Total contributions
$15,515,882
Total income / additions
$46,031,362

Expenses & distributions

Benefits paid
$22,991,781
Administrative expenses
$214,178
Total expenses
$23,205,959
Net increase / (decrease)
$22,825,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$108,432$02023
Merrill LynchCONSULTANT$80,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$25,746not reported in the loaded dataset2023

Related Form 5500 pages