2023 Form 5500 filing — Scopelitis Garvin Light Hanson & Feary 401k Benefit 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 20241009130905NAL0010628771001) for Scopelitis Garvin Light Hanson & Feary 401k Benefit Plan, reported by Scopelitis Garvin Light Hanson & Feary P.C. under EIN 35-1487550 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130905NAL0010628771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scopelitis Garvin Light Hanson & Feary P.C.
- EIN
- 35-1487550
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,167,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,167,020
- Employer contributions
- $418,159
- Participant contributions
- $2,365,635
- Total income / additions
- $12,671,295
- Benefits paid
- $2,045,822
- Administrative expenses
- $36,174
- Total expenses
- $2,081,996
- Net increase / (decrease)
- $10,589,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axia Advisory Corp | NONE | $18,081 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $11,531 | $0 |
| Matrix Trust Co | NONE | $6,562 | $0 |