2023 Form 5500 filing — Scotlynn Usa Division Inc. 401(K) 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 20241018103945NAL0019155267001) for Scotlynn Usa Division Inc. 401(K) Plan, reported by Scotlynn Usa Division, Inc. under EIN 27-2104137 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018103945NAL0019155267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scotlynn Usa Division, Inc.
- EIN
- 27-2104137
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,705,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,705,582
- Employer contributions
- $707,192
- Participant contributions
- $1,718,802
- Total income / additions
- $3,781,380
- Benefits paid
- $393,847
- Administrative expenses
- $67,360
- Total expenses
- $461,207
- Net increase / (decrease)
- $3,320,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hbks Wealth Advisors | NONE | $42,489 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $24,871 | $0 |