Scientific Specialties, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Scientific Specialties, 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, Scientific Specialties, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Scientific Specialties, Inc. under EIN 68-0212062 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $10,842,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scientific Specialties, Inc.
- EIN
- 68-0212062
- Plan number
- 001
- Plan type
- 2
- Location
- Lodi, CA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $10,842,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241003181428NAL0017772304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,842,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,842,577
- Net assets (BOY)
- $9,593,524
Income & contributions
- Employer contributions
- $844,993
- Participant contributions
- $619,995
- Total contributions
- $1,482,438
- Total income / additions
- $2,700,740
Expenses & distributions
- Benefits paid
- $1,419,432
- Administrative expenses
- $12,599
- Total expenses
- $1,451,687
- Net increase / (decrease)
- $1,249,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | BROKER/ADVISER | $0 | $19,917 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,522 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,077 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scientific Specialties, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lodi, CA
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation