2023 Form 5500 filing — Scott Equipment Company Employees 401(K) Profit Sharing 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 20241014171826NAL0054607122001) for Scott Equipment Company Employees 401(K) Profit Sharing Plan, reported by Scott Equipment Co. under EIN 41-0904660 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171826NAL0054607122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott Equipment Co.
- EIN
- 41-0904660
- Plan number
- 001
- Location
- New Prague, MN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,616,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,616,193
- Employer contributions
- $716,219
- Participant contributions
- $816,647
- Total income / additions
- $4,354,720
- Benefits paid
- $739,314
- Administrative expenses
- $73,267
- Total expenses
- $812,581
- Net increase / (decrease)
- $3,542,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc | RIA,IA | $38,497 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $34,770 | $0 |