2023 Form 5500 filing — Scully Company 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 20250820103953NAL0001561523001) for Scully Company 401(K)/Profit Sharing Plan, reported by Scully Company under EIN 23-1604780 and plan number 001. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250820103953NAL0001561523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scully Company
- EIN
- 23-1604780
- Plan number
- 001
- Location
- Jenkintown, PA
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,179,044
- Total liabilities (EOY)
- $41,101
- Net assets (EOY)
- $13,137,943
- Employer contributions
- $191,247
- Participant contributions
- $1,044,737
- Total income / additions
- $3,175,285
- Benefits paid
- $1,230,224
- Administrative expenses
- $75,828
- Total expenses
- $1,347,153
- Net increase / (decrease)
- $1,828,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,285 | $0 |
| Legacy Advisors LLC | INVESTMENT ADVISORY | $3,845 | $21,333 |
| The Paragon Alliance Group LLC | OTHER SERVICES | $0 | $16,753 |
| John Hancock Life Ins. Co. U.S.A. | RECORDKEEPER | $234 | $0 |