Bitzer Scroll, Inc. 401(K) Plan — Form 5500 plan (Bitzer Scroll, 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, Bitzer Scroll, Inc. 401(K) Plan is a benefit plan reported by Bitzer Scroll, Inc. under EIN 20-8255529 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $10,110,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bitzer Scroll, Inc.
- EIN
- 20-8255529
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $10,110,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015105048NAL0016176723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,110,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,110,956
- Net assets (BOY)
- $8,757,132
Income & contributions
- Employer contributions
- $266,047
- Participant contributions
- $435,120
- Total contributions
- $742,644
- Total income / additions
- $2,108,698
Expenses & distributions
- Benefits paid
- $711,270
- Administrative expenses
- $43,604
- Total expenses
- $754,874
- Net increase / (decrease)
- $1,353,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,077 | not reported in the loaded dataset | 2023 |
| Benefit Plans Administrative Servic | CONTRACT ADMIN | $9,195 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $4,960 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,372 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bitzer Scroll, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Lpl Financial — Schedule C compensation
- Benefit Plans Administrative Servic — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation