Scelzi Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Scelzi Enterprises, 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, Scelzi Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Scelzi Enterprises, Inc. under EIN 77-0195640 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $6,863,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scelzi Enterprises, Inc.
EIN
77-0195640
Plan number
001
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
422
End-of-year plan assets
$6,863,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023422H, C20241014172809NAL0054637314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,863,619
Total liabilities (EOY)
$14,359
Net assets (EOY)
$6,849,260
Net assets (BOY)
$5,330,992

Income & contributions

Employer contributions
$336,189
Participant contributions
$589,424
Total contributions
$942,452
Total income / additions
$1,863,932

Expenses & distributions

Benefits paid
$307,444
Administrative expenses
$38,220
Total expenses
$345,664
Net increase / (decrease)
$1,518,268

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regency Investment AdvisorsINVESTMENT ADVISOR$34,656not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMI NISTRATOR$3,565$02023

Related Form 5500 pages