Scallon Controls, Inc. 401(K) Bonus Plan And Trust — Form 5500 plan (Scallon Controls, 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, Scallon Controls, Inc. 401(K) Bonus Plan And Trust is a benefit plan reported by Scallon Controls, Inc. under EIN 74-1918146 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $11,568,515 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.6MPlan net assets, end of year$11,568,515
Participants123Covered participants reported
Assets / participant$94.1KComputed: assets ÷ participants$94,053 (computed)
Provider compensation$54.2K3 Schedule C provider row(s)$54,164
- Plan sponsor
- Scallon Controls, Inc.
- EIN
- 74-1918146
- Plan number
- 002
- Plan type
- 2
- Location
- Beaumont, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20250306093342NAL0010092721001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,568,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,568,515
- Net assets (BOY)
- $9,781,795
Income & contributions
- Participant contributions
- $894,225
- Total contributions
- $1,034,061
- Total income / additions
- $2,363,503
Expenses & distributions
- Benefits paid
- $524,641
- Administrative expenses
- $52,142
- Total expenses
- $576,783
- Net increase / (decrease)
- $1,786,720
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $21,661 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $20,293 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scallon Controls, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Beaumont, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation