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, Employee Benefit Plan Of Scott-Carver-Dakota Cap Agency, Inc. is a benefit plan reported by Scott-Carver-Dakota Cap Agency under EIN 41-0903890 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $4,316,013 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,316,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,316,013
- Net assets (BOY)
- $3,551,886
Income & contributions
- Employer contributions
- $102,026
- Participant contributions
- $325,952
- Total contributions
- $434,421
- Total income / additions
- $1,019,599
Expenses & distributions
- Benefits paid
- $253,993
- Administrative expenses
- $1,479
- Total expenses
- $255,472
- Net increase / (decrease)
- $764,127