Campbell Scientific, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Campbell Scientific, 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, Campbell Scientific, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Campbell Scientific, Inc. under EIN 87-0305157 and plan number 002. The latest loaded filing year is 2023. The filing reports 658 participants and $35,840,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campbell Scientific, Inc.
- EIN
- 87-0305157
- Plan number
- 002
- Plan type
- 2
- Location
- Logan, UT
- Latest filing year
- 2023
- Participants
- 658
- End-of-year plan assets
- $35,840,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20241212161317NAL0012740529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,840,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,840,977
- Net assets (BOY)
- $29,070,603
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,863,894
- Total contributions
- $2,320,892
- Total income / additions
- $8,610,574
Expenses & distributions
- Benefits paid
- $1,779,732
- Administrative expenses
- $60,468
- Total expenses
- $1,840,200
- Net increase / (decrease)
- $6,770,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson & Co. | NONE | $40,461 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $11,192 | $0 | 2023 |
| Jones Simkins LLC | NONE | $6,996 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $1,620 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campbell Scientific, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Logan, UT
- D.A. Davidson & Co. — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Jones Simkins LLC — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation