2023 Form 5500 filing — Scaled Composites, LLC Incentive 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 20241015153608NAL0028961393001) for Scaled Composites, LLC Incentive Savings Plan, reported by Scaled Composites, LLC under EIN 77-0554360 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153608NAL0028961393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scaled Composites, LLC
- EIN
- 77-0554360
- Plan number
- 001
- Location
- Mojave, CA
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,277,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,277,065
- Employer contributions
- $1,362,762
- Participant contributions
- $2,033,915
- Total income / additions
- $11,250,875
- Benefits paid
- $1,890,640
- Administrative expenses
- $25,452
- Total expenses
- $1,917,426
- Net increase / (decrease)
- $9,333,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners Retirement Plan Ad | INVESTMENT ADVISOR | $17,874 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,457 | $0 |