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, The Scott Fetzer Retirement Savings Plan is a benefit plan reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 096. The latest loaded filing year is 2023. The filing reports 1,513 participants and $84,570,879 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,570,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,570,879
- Net assets (BOY)
- $77,145,917
Income & contributions
- Employer contributions
- $1,171,288
- Participant contributions
- $3,592,544
- Total contributions
- $5,168,592
- Total income / additions
- $18,277,807
Expenses & distributions
- Benefits paid
- $10,669,442
- Administrative expenses
- $183,403
- Total expenses
- $10,852,845
- Net increase / (decrease)
- $7,424,962