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| Plan Name | THE SCOTT GROUP BENEFITS SPECIALISTS, LLC. 401(K) SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE SCOTT GROUP BENEFITS SPECIALISTS, LLC. |
| Employer identification number (EIN): | 202819811 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | FREDERICK DAVID SCOTT | 2023-10-13 | ||
| 001 | 2021-01-01 | FREDERICK DAVID SCOTT | 2022-09-01 | ||
| 001 | 2020-01-01 | FREDERICK DAVID SCOTT | 2022-05-26 | ||
| 001 | 2020-01-01 | FREDERICK DAVID SCOTT | 2022-09-01 | ||
| 001 | 2018-01-01 | FREDERICK DAVID SCOTT | 2022-08-15 | ||
| 001 | 2018-01-01 | FREDERICK DAVID SCOTT | 2022-05-26 | ||
| 001 | 2018-01-01 | FREDERICK DAVID SCOTT | 2022-09-01 | ||
| 001 | 2017-01-01 | FREDERICK DAVID SCOTT | 2018-04-25 | ||
| 001 | 2016-01-01 | FREDRICK SCOTT | 2017-10-04 | ||
| 001 | 2015-01-01 | FREDRICK SCOTT | 2016-10-14 | ||
| 001 | 2013-01-01 | MARK SHRACK | 2014-07-08 | MARK SHRACK | 2014-07-08 |
| 001 | 2012-01-01 | MARK SHRACK | 2013-07-15 | MARK SHRACK | 2013-07-15 |
| 001 | 2011-01-01 | MARK SHRACK | 2012-02-24 | MARK SHRACK | 2012-02-24 |
| 001 | 2010-01-01 | MARK SHRACK | 2011-04-08 | MARK SHRACK | 2011-04-08 |
| Measure | Date | Value |
|---|---|---|
| 2022: THE SCOTT GROUP BENEFITS SPECIALISTS, LLC. 401(K) SAVINGS PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-09-01 | 5 |
| Total number of particpants at end of year | 2022-09-01 | 5 |
| Number of Participants With Account Balances | 2022-09-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2022 : THE SCOTT GROUP BENEFITS SPECIALISTS, LLC. 401(K) SAVINGS PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-01 | 7578 |
| Net assets as of the end of the plan year | 2022-09-01 | 820223 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 784408 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 260000 |
| Participant contributions to plan in this plan year | 2022-09-01 | 550 |
| Other income to plan in this plan year | 2022-09-01 | 38887 |
| Plan net income in this plan year | 2022-09-01 | 35815 |
| Net assets as of the end of the plan year | 2022-09-01 | 820223 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 784408 |
| Employer contributions to plan in this plan year | 2022-09-01 | 3956 |
| Fees paid to broker by Benefit Provider | 2022-09-01 | 4382 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-01 | 7578 |
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