2023 Form 5500 filing — The Scott Fetzer 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 20241010103742NAL0011379427001) for The Scott Fetzer Retirement Savings Plan, reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 096. It reports 1,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103742NAL0011379427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Scott Fetzer Company
- EIN
- 47-0691256
- Plan number
- 096
- Location
- Westlake, OH
- Participants
- 1,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,570,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,570,879
- Employer contributions
- $1,171,288
- Participant contributions
- $3,592,544
- Total income / additions
- $18,277,807
- Benefits paid
- $10,669,442
- Administrative expenses
- $183,403
- Total expenses
- $10,852,845
- Net increase / (decrease)
- $7,424,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,483 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $32,921 | $0 |
| Willis Tower Watson | INVESTMENT ADVISORY | $14,374 | not reported in the loaded dataset |