2023 Form 5500 filing — Scott Construction, Inc. Hourly Employees Retirement Savings 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 20241002105803NAL0003963267001) for Scott Construction, Inc. Hourly Employees Retirement Savings Plan, reported by Scott Construction, Inc. under EIN 39-0979191 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105803NAL0003963267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott Construction, Inc.
- EIN
- 39-0979191
- Plan number
- 001
- Location
- Lake Delton, WI
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,995,509
- Total liabilities (EOY)
- $27
- Net assets (EOY)
- $16,995,482
- Employer contributions
- $651,593
- Participant contributions
- $302,263
- Total income / additions
- $3,340,823
- Benefits paid
- $781,990
- Administrative expenses
- $24,250
- Total expenses
- $812,063
- Net increase / (decrease)
- $2,528,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Capital Management LLC | INVESETMENT ADVISOR | $22,532 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $17,026 | not reported in the loaded dataset |
| Peak Retirement Group | CONTRACT ADMIN | $8,896 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |