Who sponsors the Retirement Plan For Employees Of Scotiabank U. S. 401(K)?

Retirement Plan For Employees Of Scotiabank U. S. 401(K) is reported as sponsored by Bank Of Nova Scotia (EIN 13-4941099, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Retirement Plan For Employees Of Scotiabank U. S. 401(K)?

The latest Form 5500 filing year loaded for Retirement Plan For Employees Of Scotiabank U. S. 401(K) is 2023.

How many participants does Retirement Plan For Employees Of Scotiabank U. S. 401(K) report?

Retirement Plan For Employees Of Scotiabank U. S. 401(K) reports 2,234 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Retirement Plan For Employees Of Scotiabank U. S. 401(K)?

Retirement Plan For Employees Of Scotiabank U. S. 401(K) reports $409,989,203 in end-of-year plan assets in its latest loaded Form 5500 filing.

Retirement Plan For Employees Of Scotiabank U. S. 401(K) — Form 5500 plan (Bank Of Nova Scotia)

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 Employees Of Scotiabank U. S. 401(K) is a benefit plan reported by Bank Of Nova Scotia under EIN 13-4941099 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,234 participants and $409,989,203 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$409.9MPlan net assets, end of year$409,933,990

Participants2.2KCovered participants reported2,234

Assets / participant$183.5KComputed: assets ÷ participants$183,522 (computed)

Provider compensation$82K3 Schedule C provider row(s)$82,035

Plan sponsor: Bank Of Nova Scotia
EIN: 13-4941099
Plan number: 002
Plan type: 2
Location: not reported in the loaded dataset
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2,234	H, C	20241012133247NAL0011772115001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$410M total assets

Net assets$409.9MLiabilities$55.2K

Money in vs. money out

Total income / additions$109.5M

Total expenses$52.2M

Benefits paid / distributions$52.1M

Contributions

Employer$14.7M

Participant$19.5M

Full reported line items

Net assets

Total assets (EOY): $409,989,203
Total liabilities (EOY): $55,213
Net assets (EOY): $409,933,990
Net assets (BOY): $352,686,157

Income & contributions

Employer contributions: $14,686,205
Participant contributions: $19,451,394
Total contributions: $36,132,131
Total income / additions: $109,482,710

Expenses & distributions

Benefits paid: $52,095,974
Administrative expenses: $138,903
Total expenses: $52,234,877
Net increase / (decrease): $57,247,833

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

43%57%

Employer 43%Participant 57%

Total expenses ÷ net assets13%Computed ratio

Benefits paid ÷ total income48%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Kpmg Llp	NONE	$48,974	not reported in the loaded dataset	2023
T Rowe Price Rps Inc	NONE	$19,061	$0	2023
Mercer	NONE	$14,000	not reported in the loaded dataset	2023