Scan Group 401(K) Plan — Form 5500 plan (Scan Group)
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, Scan Group 401(K) Plan is a benefit plan reported by Scan Group under EIN 95-3826037 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,887 participants and $169,947,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scan Group
- EIN
- 95-3826037
- Plan number
- 003
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 1,887
- End-of-year plan assets
- $169,947,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,887 | H, C | 20240918141126NAL0007977840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,947,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,947,737
- Net assets (BOY)
- $129,678,428
Income & contributions
- Employer contributions
- $11,617,993
- Participant contributions
- $13,601,635
- Total contributions
- $28,577,005
- Total income / additions
- $52,465,593
Expenses & distributions
- Benefits paid
- $11,711,083
- Administrative expenses
- $293,068
- Total expenses
- $12,196,284
- Net increase / (decrease)
- $40,269,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $203,713 | $0 | 2023 |
| Moss Adams Llp | NONE | $77,870 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | NONE | $26,185 | not reported in the loaded dataset | 2023 |
| Bilkeykatz Investment Consultants I | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scan Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Bilkeykatz Investment Consultants I — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation