Plan5500

Tripp Scott, P.A. 401(K) Plan — Form 5500 plan (Tripp Scott, P.A.)

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, Tripp Scott, P.A. 401(K) Plan is a benefit plan reported by Tripp Scott, P.A. under EIN 59-2624630 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $44,202,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tripp Scott, P.A.
EIN
59-2624630
Plan number
002
Plan type
2
Location
Ft Lauderdale, FL
Latest filing year
2023
Participants
122
End-of-year plan assets
$44,202,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240923154908NAL0020800304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,202,508
Total liabilities (EOY)
$0
Net assets (EOY)
$44,202,508
Net assets (BOY)
$37,562,781

Income & contributions

Employer contributions
$1,358,217
Participant contributions
$1,237,178
Total contributions
$2,639,698
Total income / additions
$9,722,327

Expenses & distributions

Benefits paid
$3,071,706
Administrative expenses
$10,894
Total expenses
$3,082,600
Net increase / (decrease)
$6,639,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciaryfirst LLCOTHER$88,073not reported in the loaded dataset2023
Ameritas Investment Company LLCOTHER$60,050not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORD KEEPER$12,070$02023

Related Form 5500 pages