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SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN 401k Plan overview

Plan NameSCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN
Plan identification number 001

SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT 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.
  • 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

SCIENTIFIC BETA (NORTH AMERICA) INC has sponsored the creation of one or more 401k plans.

Company Name:SCIENTIFIC BETA (NORTH AMERICA) INC
Employer identification number (EIN):450819012
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CINDY KOH2024-07-23
0012022-01-01CINDY KOH2023-09-20
0012021-01-01CHAISSON CHRISTINE2022-07-22
0012021-01-01CHRISTINE CHAISSOU2022-07-22
0012020-01-01CHAISSON CHRISTINE2021-11-16

Plan Statistics for SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN

401k plan membership statisitcs for SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN

Measure Date Value
2024: SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-234
Total number of particpants at end of year2024-07-235
Number of Participants With Account Balances2024-07-235

Financial Data on SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN

Measure Date Value
2024 : SCIENTIFIC BETA (NORTH AMERICA) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-234342
Net assets as of the end of the plan year2024-07-23951307
Total assets as of the beginning of the plan year2024-07-23730775
Participant contributions to plan in this plan year2024-07-2339230
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23144599
Plan net income in this plan year2024-07-23220532
Net assets as of the end of the plan year2024-07-23951307
Net assets as of the beginning of the plan year2024-07-23730775
Employer contributions to plan in this plan year2024-07-2341045
Fees paid to broker by Benefit Provider2024-07-231051
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-234342

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