Scaled Composites, LLC Incentive Savings Plan — Form 5500 plan (Scaled Composites, LLC)

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, Scaled Composites, LLC Incentive Savings Plan is a benefit plan reported by Scaled Composites, LLC under EIN 77-0554360 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $45,277,065 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scaled Composites, LLC
EIN
77-0554360
Plan number
001
Plan type
2
Location
Mojave, CA
Latest filing year
2023
Participants
388
End-of-year plan assets
$45,277,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20241015153608NAL0028961393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,277,065
Total liabilities (EOY)
$0
Net assets (EOY)
$45,277,065
Net assets (BOY)
$35,943,616

Income & contributions

Employer contributions
$1,362,762
Participant contributions
$2,033,915
Total contributions
$3,438,646
Total income / additions
$11,250,875

Expenses & distributions

Benefits paid
$1,890,640
Administrative expenses
$25,452
Total expenses
$1,917,426
Net increase / (decrease)
$9,333,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cerity Partners Retirement Plan AdINVESTMENT ADVISOR$17,874not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,457$02023

Related Form 5500 pages