Scopelitis Garvin Light Hanson & Feary 401k Benefit Plan — Form 5500 plan (Scopelitis Garvin Light Hanson & Feary P.C.)
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, Scopelitis Garvin Light Hanson & Feary 401k Benefit Plan is a benefit plan reported by Scopelitis Garvin Light Hanson & Feary P.C. under EIN 35-1487550 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $61,167,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scopelitis Garvin Light Hanson & Feary P.C.
- EIN
- 35-1487550
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $61,167,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241009130905NAL0010628771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,167,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,167,020
- Net assets (BOY)
- $50,577,721
Income & contributions
- Employer contributions
- $418,159
- Participant contributions
- $2,365,635
- Total contributions
- $2,862,438
- Total income / additions
- $12,671,295
Expenses & distributions
- Benefits paid
- $2,045,822
- Administrative expenses
- $36,174
- Total expenses
- $2,081,996
- Net increase / (decrease)
- $10,589,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axia Advisory Corp | NONE | $18,081 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $11,531 | $0 | 2023 |
| Matrix Trust Co | NONE | $6,562 | $0 | 2023 |