Scott And Murphy, Inc. Profit Sharing Plan — Form 5500 plan (Scott And Murphy, 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, Scott And Murphy, Inc. Profit Sharing Plan is a benefit plan reported by Scott And Murphy, Inc. under EIN 61-1015606 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $18,915,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scott And Murphy, Inc.
EIN
61-1015606
Plan number
001
Plan type
2
Location
Bowling Green, KY
Latest filing year
2023
Participants
233
End-of-year plan assets
$18,915,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241014121209NAL0026116865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,915,640
Total liabilities (EOY)
$0
Net assets (EOY)
$18,915,640
Net assets (BOY)
$15,122,200

Income & contributions

Employer contributions
$689,600
Participant contributions
$1,080,033
Total contributions
$1,769,633
Total income / additions
$4,260,652

Expenses & distributions

Benefits paid
$466,905
Administrative expenses
$307
Total expenses
$467,212
Net increase / (decrease)
$3,793,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$40,6642023
Fidelity Investments InstitutionalRECORDKEEPER$307$02023

Related Form 5500 pages