James H. Scott, Inc. Retirement Savings Plan — Form 5500 plan (James H. Scott, 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, James H. Scott, Inc. Retirement Savings Plan is a benefit plan reported by James H. Scott, Inc. under EIN 95-3865881 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $4,058,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James H. Scott, Inc.
EIN
95-3865881
Plan number
003
Plan type
2
Location
Rancho Santa Fe, CA
Latest filing year
2023
Participants
3
End-of-year plan assets
$4,058,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20250423161842NAL0012884722001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,058,766
Total liabilities (EOY)
$0
Net assets (EOY)
$4,058,766
Net assets (BOY)
$3,311,833

Income & contributions

Employer contributions
$0
Participant contributions
$18,000
Total income / additions
$746,933

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$746,933

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages