The Scott Fetzer Hourly Employee 401(K) Plan — Form 5500 plan (The Scott Fetzer 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, The Scott Fetzer Hourly Employee 401(K) Plan is a benefit plan reported by The Scott Fetzer Company under EIN 47-0691256 and plan number 115. The latest loaded filing year is 2023. The filing reports 1,281 participants and $12,024,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Scott Fetzer Company
EIN
47-0691256
Plan number
115
Plan type
2
Location
Westlake, OH
Latest filing year
2023
Participants
1,281
End-of-year plan assets
$12,024,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,281H, C20241010103223NAL0020826721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,024,918
Total liabilities (EOY)
$0
Net assets (EOY)
$12,024,918
Net assets (BOY)
$11,128,232

Income & contributions

Employer contributions
$245,002
Participant contributions
$999,775
Total contributions
$1,244,777
Total income / additions
$3,005,607

Expenses & distributions

Benefits paid
$2,022,996
Administrative expenses
$85,925
Total expenses
$2,108,921
Net increase / (decrease)
$896,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,106$02023
Capfinancial Partners, LLCINVESTMENT ADVISORY$26,819$1312023

Related Form 5500 pages