Scm Group North America, Inc. 401(K) Plan — Form 5500 plan (Scm Group North America, 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, Scm Group North America, Inc. 401(K) Plan is a benefit plan reported by Scm Group North America, Inc. under EIN 58-2664474 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,540,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scm Group North America, Inc.
- EIN
- 58-2664474
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $8,540,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241011092523NAL0010768163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,540,908
- Total liabilities (EOY)
- $9,638
- Net assets (EOY)
- $8,531,270
- Net assets (BOY)
- $8,122,055
Income & contributions
- Employer contributions
- $189,514
- Participant contributions
- $691,890
- Total contributions
- $881,404
- Total income / additions
- $2,017,266
Expenses & distributions
- Benefits paid
- $1,563,983
- Administrative expenses
- $44,068
- Total expenses
- $1,608,051
- Net increase / (decrease)
- $409,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fintrust Capital Adv Dba Fintrust | ADVISOR | $18,421 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,060 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scm Group North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Fintrust Capital Adv Dba Fintrust — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation