Scully Company 401(K)/Profit Sharing Plan — Form 5500 plan (Scully Company)
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, Scully Company 401(K)/Profit Sharing Plan is a benefit plan reported by Scully Company under EIN 23-1604780 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $13,179,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scully Company
- EIN
- 23-1604780
- Plan number
- 001
- Plan type
- 2
- Location
- Jenkintown, PA
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $13,179,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20250820103953NAL0001561523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,179,044
- Total liabilities (EOY)
- $41,101
- Net assets (EOY)
- $13,137,943
- Net assets (BOY)
- $11,309,811
Income & contributions
- Employer contributions
- $191,247
- Participant contributions
- $1,044,737
- Total contributions
- $1,273,043
- Total income / additions
- $3,175,285
Expenses & distributions
- Benefits paid
- $1,230,224
- Administrative expenses
- $75,828
- Total expenses
- $1,347,153
- Net increase / (decrease)
- $1,828,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,285 | $0 | 2023 |
| Legacy Advisors LLC | INVESTMENT ADVISORY | $3,845 | $21,333 | 2023 |
| The Paragon Alliance Group LLC | OTHER SERVICES | $0 | $16,753 | 2023 |
| John Hancock Life Ins. Co. U.S.A. | RECORDKEEPER | $234 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scully Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Jenkintown, PA
- Principal Life Insurance Company — Schedule C compensation
- Legacy Advisors LLC — Schedule C compensation
- The Paragon Alliance Group LLC — Schedule C compensation
- John Hancock Life Ins. Co. U.S.A. — Schedule C compensation