Sca Great Lakes Pooled Employer Plan — Form 5500 plan (Plan Compliance Services, 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, Sca Great Lakes Pooled Employer Plan is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $8,282,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plan Compliance Services, Inc.
EIN
59-3708427
Plan number
001
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
Participants
204
End-of-year plan assets
$8,282,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204I, C20250421175658NAL0007498930001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$8,282,651
Net assets (EOY)
$8,282,651
Net assets (BOY)
$5,121,859

Income & contributions

Employer contributions
$292,693
Participant contributions
$733,456
Total income / additions
$4,048,901

Expenses & distributions

Benefits paid
$3,912,831
Administrative expenses
$64,894
Total expenses
$3,977,725
Net increase / (decrease)
$71,176

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Souders Financial Advisors, LLCADVISOR$17,003$02023
Highland Consulting AssociatesADVISOR$5,369$02023

Related Form 5500 pages