Scott Construction, Inc. Hourly Employees Retirement Savings Plan — Form 5500 plan (Scott Construction, 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, Scott Construction, Inc. Hourly Employees Retirement Savings Plan is a benefit plan reported by Scott Construction, Inc. under EIN 39-0979191 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $16,995,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott Construction, Inc.
- EIN
- 39-0979191
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Delton, WI
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $16,995,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241002105803NAL0003963267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,995,509
- Total liabilities (EOY)
- $27
- Net assets (EOY)
- $16,995,482
- Net assets (BOY)
- $14,466,722
Income & contributions
- Employer contributions
- $651,593
- Participant contributions
- $302,263
- Total contributions
- $953,856
- Total income / additions
- $3,340,823
Expenses & distributions
- Benefits paid
- $781,990
- Administrative expenses
- $24,250
- Total expenses
- $812,063
- Net increase / (decrease)
- $2,528,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Capital Management LLC | INVESETMENT ADVISOR | $22,532 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $17,026 | not reported in the loaded dataset | 2023 |
| Peak Retirement Group | CONTRACT ADMIN | $8,896 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scott Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Lake Delton, WI
- Park Capital Management LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Peak Retirement Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation