2023 Form 5500 filing — Retirement Plan For Employees Of Scotiabank U. S. 401(K)

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 20241012133247NAL0011772115001) for Retirement Plan For Employees Of Scotiabank U. S. 401(K), reported by Bank Of Nova Scotia under EIN 13-4941099 and plan number 002. It reports 2,234 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)$409.9MReported net assets$409,933,990
Participants2.2K2,234
Provider compensation$82K3 Schedule C row(s)$82,035
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012133247NAL0011772115001
Plan sponsor
Bank Of Nova Scotia
EIN
13-4941099
Plan number
002
Location
not reported in the loaded dataset
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)$410M total assets
Net assets$409.9MLiabilities$55.2K
Money in vs. money out
Total income / additions$109.5M
Total expenses$52.2M
Benefits paid / distributions$52.1M
Contributions
Employer$14.7M
Participant$19.5M
Full reported line items
Total assets (EOY)
$409,989,203
Total liabilities (EOY)
$55,213
Net assets (EOY)
$409,933,990
Employer contributions
$14,686,205
Participant contributions
$19,451,394
Total income / additions
$109,482,710
Benefits paid
$52,095,974
Administrative expenses
$138,903
Total expenses
$52,234,877
Net increase / (decrease)
$57,247,833
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $49K
  2. 2
    NONE · Direct $19.1K · Indirect $0
  3. 3
    Mercer$14K
    NONE · Direct $14K

Related Form 5500 pages