Sca 401(K) Plan — Form 5500 plan (Sweep America Intermediate Holdings, 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, Sca 401(K) Plan is a benefit plan reported by Sweep America Intermediate Holdings, LLC under EIN 81-5107662 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,327 participants and $7,386,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sweep America Intermediate Holdings, LLC
- EIN
- 81-5107662
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,327
- End-of-year plan assets
- $7,386,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,327 | H, C | 20241014142316NAL0052652994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,386,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,386,674
- Net assets (BOY)
- $5,750,230
Income & contributions
- Employer contributions
- $898,362
- Participant contributions
- $1,058,954
- Total contributions
- $2,054,314
- Total income / additions
- $3,011,765
Expenses & distributions
- Benefits paid
- $1,277,829
- Administrative expenses
- $41,037
- Total expenses
- $1,375,321
- Net increase / (decrease)
- $1,636,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,089 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $17,106 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $6,898 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sweep America Intermediate Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Ascensus Holdings Inc. Dba Futurepl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation