Retirement Plan For Scope Education Services — Form 5500 plan (Scope Education Services)
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, Retirement Plan For Scope Education Services is a benefit plan reported by Scope Education Services under EIN 11-2073576 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $7,359,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scope Education Services
- EIN
- 11-2073576
- Plan number
- 001
- Plan type
- 2
- Location
- Smithtown, NY
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $7,359,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20240927133554NAL0001289555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,359,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,359,312
- Net assets (BOY)
- $6,107,841
Income & contributions
- Employer contributions
- $379,827
- Participant contributions
- $121,990
- Total contributions
- $512,516
- Total income / additions
- $1,406,653
Expenses & distributions
- Benefits paid
- $152,316
- Administrative expenses
- $2,866
- Total expenses
- $155,182
- Net increase / (decrease)
- $1,251,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Ins & Ann Ass Of Amer | not reported in the loaded dataset | $2,866 | $0 | 2023 |