Script Care, Ltd. Profit Sharing 401(K) Plan — Form 5500 plan (Script Care, Ltd.)

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, Script Care, Ltd. Profit Sharing 401(K) Plan is a benefit plan reported by Script Care, Ltd. under EIN 76-0295598 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $39,509,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Script Care, Ltd.
EIN
76-0295598
Plan number
001
Plan type
3
Location
Beaumont, TX
Latest filing year
2023
Participants
143
End-of-year plan assets
$39,509,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20250131193514NAL0001528899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,509,842
Total liabilities (EOY)
$0
Net assets (EOY)
$39,509,842
Net assets (BOY)
$30,178,491

Income & contributions

Employer contributions
$834,908
Participant contributions
$1,307,161
Total contributions
$2,236,823
Total income / additions
$9,902,767

Expenses & distributions

Benefits paid
$496,658
Administrative expenses
$74,758
Total expenses
$571,416
Net increase / (decrease)
$9,331,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmt WealthINVESTMENT ADVISOR$61,823$02023
John Hancock Retirment Plan SvcsRECORDKEEPER$23,183$02023
Compensation Strategies GroupTPA$15,456$02023

Related Form 5500 pages