2023 Form 5500 filing — The Scarbrough Group, Inc. 401(K) 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 20241015155638NAL0016813955001) for The Scarbrough Group, Inc. 401(K) Savings Plan, reported by Scarbrough Group, Inc. under EIN 88-3229656 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155638NAL0016813955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scarbrough Group, Inc.
- EIN
- 88-3229656
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,842,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,842,861
- Employer contributions
- $448,099
- Participant contributions
- $437,767
- Total income / additions
- $2,058,028
- Benefits paid
- $245,280
- Administrative expenses
- $43,074
- Total expenses
- $288,354
- Net increase / (decrease)
- $1,769,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $24,386 | not reported in the loaded dataset |
| Enterprise Bank & Trust | NONE | $18,688 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |