Sokol And Company 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Sc - Bcp Acquisition Company, 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, Sokol And Company 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Sc - Bcp Acquisition Company, LLC under EIN 88-3621798 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $7,595,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sc - Bcp Acquisition Company, LLC
EIN
88-3621798
Plan number
001
Plan type
2
Location
Countryside, IL
Latest filing year
2023
Participants
153
End-of-year plan assets
$7,595,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240916125922NAL0002120672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,595,194
Total liabilities (EOY)
$0
Net assets (EOY)
$7,595,194
Net assets (BOY)
$6,647,170

Income & contributions

Employer contributions
$219,831
Participant contributions
$401,168
Total contributions
$949,797
Total income / additions
$1,955,204

Expenses & distributions

Benefits paid
$996,315
Administrative expenses
$10,865
Total expenses
$1,007,180
Net increase / (decrease)
$948,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Inverness Securities LLCADVISOR$0$14,1662023
Fidelity Investments InstitutionalRECORDKEEPER$10,865$02023

Related Form 5500 pages