Scantron Corporation 401(K) Plan — Form 5500 plan (Scantron Corporation)

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, Scantron Corporation 401(K) Plan is a benefit plan reported by Scantron Corporation under EIN 95-2767912 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $78,998,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scantron Corporation
EIN
95-2767912
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
659
End-of-year plan assets
$78,998,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023659H, C20241015125940NAL0014674835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,998,197
Total liabilities (EOY)
$173,561
Net assets (EOY)
$78,824,636
Net assets (BOY)
$82,492,946

Income & contributions

Employer contributions
$1,356,956
Participant contributions
$2,761,936
Total contributions
$4,822,012
Total income / additions
$16,491,797

Expenses & distributions

Benefits paid
$20,074,620
Administrative expenses
$85,487
Total expenses
$20,160,107
Net increase / (decrease)
-$3,668,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$45,554$02023
Alliant Retirement Services LLCCONSULTANT$39,934not reported in the loaded dataset2023

Related Form 5500 pages