2023 Form 5500 filing — Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925102753NAL0014554225001) for Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan, reported by Scott Byron & Co., Inc. under EIN 36-3217398 and plan number 002. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925102753NAL0014554225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott Byron & Co., Inc.
- EIN
- 36-3217398
- Plan number
- 002
- Location
- Lake Bluff, IL
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,056,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,056,416
- Participant contributions
- $292,388
- Total income / additions
- $2,284,289
- Benefits paid
- $549,248
- Administrative expenses
- $60,279
- Total expenses
- $609,527
- Net increase / (decrease)
- $1,674,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirment Plan Svrcs | RETAINED BY EMPLOYER | $29,444 | $0 |
| Mesirow Financial | RETAINED BY EMPLOYER | $20,835 | not reported in the loaded dataset |
| James M Moyna | RETAINED BY EMPLOYER | $10,000 | not reported in the loaded dataset |