The Scarbrough Group, Inc. 401(K) Savings Plan — Form 5500 plan (Scarbrough Group, 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, The Scarbrough Group, Inc. 401(K) Savings Plan is a benefit plan reported by Scarbrough Group, Inc. under EIN 88-3229656 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $6,842,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scarbrough Group, Inc.
EIN
88-3229656
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
187
End-of-year plan assets
$6,842,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241015155638NAL0016813955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,842,861
Total liabilities (EOY)
$0
Net assets (EOY)
$6,842,861
Net assets (BOY)
$5,073,187

Income & contributions

Employer contributions
$448,099
Participant contributions
$437,767
Total contributions
$1,123,009
Total income / additions
$2,058,028

Expenses & distributions

Benefits paid
$245,280
Administrative expenses
$43,074
Total expenses
$288,354
Net increase / (decrease)
$1,769,674

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$24,386not reported in the loaded dataset2023
Enterprise Bank & TrustNONE$18,688not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages