Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement Plan — Form 5500 plan (Boenning & Scattergood, 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, Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement Plan is a benefit plan reported by Boenning & Scattergood, Inc. under EIN 23-1720062 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $20,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boenning & Scattergood, Inc.
- EIN
- 23-1720062
- Plan number
- 001
- Plan type
- 2
- Location
- Haverford, PA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $20,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H | 20260304152429NAL0002067923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,462
- Net assets (BOY)
- $17,503,476
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $774,140
Expenses & distributions
- Benefits paid
- $18,257,091
- Administrative expenses
- $63
- Total expenses
- $18,257,154
- Net increase / (decrease)
- -$17,483,014
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.