Lutgert Companies Retirement Plan — Form 5500 plan (The Scottsdale 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, Lutgert Companies Retirement Plan is a benefit plan reported by The Scottsdale Company under EIN 36-2495903 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $22,463,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Scottsdale Company
- EIN
- 36-2495903
- Plan number
- 002
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $22,463,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241028094232NAL0002053363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,463,800
- Net assets (EOY)
- $22,463,800
- Net assets (BOY)
- $18,842,126
Income & contributions
- Employer contributions
- $407,495
- Participant contributions
- $1,336,231
- Total contributions
- $1,866,741
- Total income / additions
- $5,014,919
Expenses & distributions
- Benefits paid
- $1,354,545
- Administrative expenses
- $38,700
- Total expenses
- $1,393,245
- Net increase / (decrease)
- $3,621,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,700 | $0 | 2023 |