2023 Form 5500 filing — The Scott Fetzer Hourly Employee 401(K) 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 20241010103223NAL0020826721001) for The Scott Fetzer Hourly Employee 401(K) Plan, reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 115. It reports 1,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12MReported net assets$12,024,918
Participants1.3K1,281
Provider compensation$86.1K2 Schedule C row(s)$86,056
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010103223NAL0020826721001
- Plan sponsor
- The Scott Fetzer Company
- EIN
- 47-0691256
- Plan number
- 115
- Location
- Westlake, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,024,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,024,918
- Employer contributions
- $245,002
- Participant contributions
- $999,775
- Total income / additions
- $3,005,607
- Benefits paid
- $2,022,996
- Administrative expenses
- $85,925
- Total expenses
- $2,108,921
- Net increase / (decrease)
- $896,686
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,106 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $26,819 | $131 |