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SCOTT AG, LLC 401(K) PLAN 401k Plan overview

Plan NameSCOTT AG, LLC 401(K) PLAN
Plan identification number 003

SCOTT AG, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

SCOTT AG, LLC has sponsored the creation of one or more 401k plans.

Company Name:SCOTT AG, LLC
Employer identification number (EIN):454058787
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about SCOTT AG, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201200510286

More information about SCOTT AG, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT AG, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JIM D. BURCH2024-07-09
0032022-01-01JIM D. BURCH2023-06-28
0032021-01-01JIM D. BURCH2022-09-27
0032020-01-01JIM D. BURCH2021-10-13
0032019-01-01JIM D. BURCH2020-10-09
0032018-01-01JIM D. BURCH2019-10-09
0032017-01-01JIM D. BURCH2018-09-25
0032016-01-01JIM D. BURCH2017-08-03
0032015-01-01JIM D. BURCH2016-06-14
0032014-01-01JIM D. BURCH2015-05-12
0032013-01-01JIM D. BURCH2014-02-26
0032012-01-01JIM D. BURCH2013-06-26 JIM D. BURCH2013-06-26

Financial Data on SCOTT AG, LLC 401(K) PLAN

Measure Date Value
2025 : SCOTT AG, LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-200
Total liabilities as of the beginning of the plan year2025-03-200
Total expenses incurred by plan in this plan year2025-03-20109866
Net assets as of the end of the plan year2025-03-203329932
Total assets as of the beginning of the plan year2025-03-202787269
Value of plan covered by a fidelity bond2025-03-20350000
Participant contributions to plan in this plan year2025-03-20179830
Value of participant loans at end of plan year2025-03-2022037
Other contributions to plan in this plan year2025-03-205688
Other income to plan in this plan year2025-03-20384591
Plan net income in this plan year2025-03-20542663
Net assets as of the end of the plan year2025-03-203329932
Net assets as of the beginning of the plan year2025-03-202787269
Employer contributions to plan in this plan year2025-03-2082420
Fees paid to broker by Benefit Provider2025-03-2012280
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2011832
2024 : SCOTT AG, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-0918851
Net assets as of the end of the plan year2024-07-092787269
Total assets as of the beginning of the plan year2024-07-092178879
Value of plan covered by a fidelity bond2024-07-09350000
Participant contributions to plan in this plan year2024-07-09175460
Value of participant loans at end of plan year2024-07-0929993
Other contributions to plan in this plan year2024-07-091062
Other income to plan in this plan year2024-07-09366804
Plan net income in this plan year2024-07-09608390
Net assets as of the end of the plan year2024-07-092787269
Net assets as of the beginning of the plan year2024-07-092178879
Employer contributions to plan in this plan year2024-07-0983915
Fees paid to broker by Benefit Provider2024-07-099643
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-099040
2022 : SCOTT AG, LLC 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-27125508
Net assets as of the end of the plan year2022-09-272405545
Total assets as of the beginning of the plan year2022-09-272070497
Value of plan covered by a fidelity bond2022-09-27350000
Participant contributions to plan in this plan year2022-09-27113855
Value of participant loans at end of plan year2022-09-2710098
Other income to plan in this plan year2022-09-27289913
Plan net income in this plan year2022-09-27335048
Net assets as of the end of the plan year2022-09-272405545
Net assets as of the beginning of the plan year2022-09-272070497
Employer contributions to plan in this plan year2022-09-2756788
Fees paid to broker by Benefit Provider2022-09-279145
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-278992

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