2023 Form 5500 filing — Scooterbug, 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 20250501120304NAL0003111761001) for Scooterbug, Inc. 401(K) Plan, reported by Scooterbug, Inc. under EIN 04-3168374 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501120304NAL0003111761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scooterbug, Inc.
- EIN
- 04-3168374
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,086,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,086,568
- Employer contributions
- $216,692
- Participant contributions
- $627,681
- Total income / additions
- $1,849,361
- Benefits paid
- $1,537,931
- Administrative expenses
- $24,146
- Total expenses
- $1,577,822
- Net increase / (decrease)
- $271,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $18,508 | not reported in the loaded dataset |
| Carpenter Morse Group | CONTRACT ADMIN | $3,000 | not reported in the loaded dataset |
| Vestal & Wiler Cpas | OTHER | $2,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,537 | $0 |