Plan5500

James A. Scott & Son, Inc. Pension Plan — Form 5500 plan (James A. Scott & Son, 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, James A. Scott & Son, Inc. Pension Plan is a benefit plan reported by James A. Scott & Son, Inc. under EIN 54-0372970 and plan number 002. The latest loaded filing year is 2023. The filing reports 430 participants and $18,432,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James A. Scott & Son, Inc.
EIN
54-0372970
Plan number
002
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
430
End-of-year plan assets
$18,432,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023430H, C20240807082155NAL0001967555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,432,519
Total liabilities (EOY)
$0
Net assets (EOY)
$18,432,519
Net assets (BOY)
$15,801,979

Income & contributions

Employer contributions
$1,080,212
Participant contributions
$0
Total contributions
$1,080,212
Total income / additions
$4,268,572

Expenses & distributions

Benefits paid
$1,561,256
Administrative expenses
$76,776
Total expenses
$1,638,032
Net increase / (decrease)
$2,630,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$42,357$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$21,669not reported in the loaded dataset2023
Brown, Edwards & Company, LlpAUDITOR$12,750not reported in the loaded dataset2023

Related Form 5500 pages