Scudder Companies Employee 401(K) Profit Sharing Plan — Form 5500 plan (Hyannis Harbor Tours, Inc.)

Plain-English plan 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, Scudder Companies Employee 401(K) Profit Sharing Plan is a benefit plan reported by Hyannis Harbor Tours, Inc. under EIN 04-2305400 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $13,355,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hyannis Harbor Tours, Inc.
EIN
04-2305400
Plan number
001
Plan type
2
Location
Hyannis, MA
Latest filing year
2023
Participants
183
End-of-year plan assets
$13,355,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241008132332NAL0017660145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,355,366
Total liabilities (EOY)
$0
Net assets (EOY)
$13,355,366
Net assets (BOY)
$11,734,874

Income & contributions

Employer contributions
$650,000
Participant contributions
$416,794
Total contributions
$1,359,459
Total income / additions
$2,997,380

Expenses & distributions

Benefits paid
$1,349,959
Administrative expenses
$3,807
Total expenses
$1,376,888
Net increase / (decrease)
$1,620,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISORY$0$20,9652023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,764$02023

Related Form 5500 pages