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WILLIAM T. SCOTT PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM T. SCOTT PROFIT SHARING PLAN
Plan identification number 001

WILLIAM T. SCOTT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

WILLIAM T. SCOTT has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. SCOTT
Employer identification number (EIN):363759706
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. SCOTT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM SCOTT2024-08-12
0012022-01-01WILLIAM T. SCOTT2023-07-11
0012021-01-01WILLIAM T. SCOTT2022-06-22
0012020-01-01WILLIAM T. SCOTT2021-06-03
0012019-01-01WILLIAM T. SCOTT2020-06-29
0012018-01-01WILLIAM SCOTT2019-05-30
0012017-01-01WILLIAM SCOTT2018-07-16
0012016-01-01WILLIAM T. SCOTT2017-06-01
0012015-01-01WILLIAM T. SCOTT2016-06-07
0012014-01-01WILLIAM T. SCOTT2015-07-14
0012013-01-01WILLIAM SCOTT2014-05-28 WILLIAM SCOTT2014-05-28
0012012-01-01WILLIAM SCOTT2013-06-12 WILLIAM SCOTT2013-06-12
0012011-01-01WILLIAM SCOTT2012-05-29 WILLIAM SCOTT2012-05-29
0012010-01-01WILLIAM SCOTT2011-06-01 WILLIAM SCOTT2011-06-01

Financial Data on WILLIAM T. SCOTT PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM T. SCOTT PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-150
Net assets as of the end of the plan year2025-05-151165377
Total assets as of the beginning of the plan year2025-05-15951659
Other income to plan in this plan year2025-05-15201718
Plan net income in this plan year2025-05-15213718
Net assets as of the end of the plan year2025-05-151165377
Net assets as of the beginning of the plan year2025-05-15951659
Employer contributions to plan in this plan year2025-05-1512000
2024 : WILLIAM T. SCOTT PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-120
Net assets as of the end of the plan year2024-08-12951659
Total assets as of the beginning of the plan year2024-08-12798250
Participant contributions to plan in this plan year2024-08-120
Other expenses paid from plan in this plan year2024-08-120
Other contributions to plan in this plan year2024-08-120
Other income to plan in this plan year2024-08-12141409
Plan net income in this plan year2024-08-12153409
Net assets as of the end of the plan year2024-08-12951659
Net assets as of the beginning of the plan year2024-08-12798250
Employer contributions to plan in this plan year2024-08-1212000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-120
2022 : WILLIAM T. SCOTT PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-220
Net assets as of the end of the plan year2022-06-22891914
Total assets as of the beginning of the plan year2022-06-22703509
Other income to plan in this plan year2022-06-22181205
Plan net income in this plan year2022-06-22188405
Net assets as of the end of the plan year2022-06-22891914
Net assets as of the beginning of the plan year2022-06-22703509
Employer contributions to plan in this plan year2022-06-227200

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