401k Plan data: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SCOTT ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCOTT ENGINEERING, INC.

Employer identification number (EIN): 952548660

NAIC Classification: 334410

Additional information about SCOTT ENGINEERING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2008-05-28

Company Identification Number: P08000052624

Legal Registered Office Address: 2410 FIRE WOOD LANE

WIMAUMA

33598

More information about SCOTT ENGINEERING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 JASON HUITRADO
002 2023-01-01
002 2023-01-01 JASON HUITRADO
002 2022-01-01
002 2022-01-01 JASON HUITRADO
002 2021-01-01
002 2021-01-01 JASON HUITRADO
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DEBORAH N. DAVIS
002 2016-01-01 DEBORAH N. DAVIS
002 2015-06-01 DEBORAH N. DAVIS
002 2014-06-01 DEBORAH N. DAVIS
002 2014-06-01 DEBORAH N. DAVIS
002 2013-06-01 DEBORAH N. DAVIS
002 2012-06-01 DEBORAH N. DAVIS
002 2011-06-01 ROBERT BERTOLLI
002 2009-06-01 ROBERT L. BERTOLLI ROBERT L. BERTOLLI 2010-11-08

Financial Data on SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$5,818,626
Expenses. Total of all expenses incurred	2023-12-31	$344,226
Benefits paid (including direct rollovers)	2023-12-31	$344,146
Total plan assets at end of year	2023-12-31	$8,132,943
Total plan assets at beginning of year	2023-12-31	$2,658,543
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$80
Other income received	2023-12-31	$5,594,123
Net income (gross income less expenses)	2023-12-31	$5,474,400
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,132,943
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,658,543
Assets. Value of employer securities	2023-12-31	$7,800,000
Total contributions received or receivable from employer(s)	2023-12-31	$224,503
2022 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$1,141,861
Expenses. Total of all expenses incurred	2022-12-31	$88,851
Benefits paid (including direct rollovers)	2022-12-31	$88,796
Total plan assets at end of year	2022-12-31	$2,658,543
Total plan assets at beginning of year	2022-12-31	$1,605,533
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$55
Other income received	2022-12-31	$1,000,000
Net income (gross income less expenses)	2022-12-31	$1,053,010
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,658,543
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,605,533
Assets. Value of employer securities	2022-12-31	$2,550,000
Total contributions received or receivable from employer(s)	2022-12-31	$141,861
2021 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-352,148
Expenses. Total of all expenses incurred	2021-12-31	$95,371
Benefits paid (including direct rollovers)	2021-12-31	$95,371
Total plan assets at end of year	2021-12-31	$1,605,533
Total plan assets at beginning of year	2021-12-31	$2,053,052
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$-477,750
Net income (gross income less expenses)	2021-12-31	$-447,519
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,605,533
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,053,052
Assets. Value of employer securities	2021-12-31	$1,550,000
Total contributions received or receivable from employer(s)	2021-12-31	$125,602
2020 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-180,886
Expenses. Total of all expenses incurred	2020-12-31	$93,931
Benefits paid (including direct rollovers)	2020-12-31	$93,931
Total plan assets at end of year	2020-12-31	$2,053,052
Total plan assets at beginning of year	2020-12-31	$2,327,869
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$-299,046
Net income (gross income less expenses)	2020-12-31	$-274,817
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,053,052
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,327,869
Assets. Value of employer securities	2020-12-31	$1,800,000
Total contributions received or receivable from employer(s)	2020-12-31	$118,160
2019 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-386,596
Expenses. Total of all expenses incurred	2019-12-31	$61,608
Benefits paid (including direct rollovers)	2019-12-31	$61,608
Total plan assets at end of year	2019-12-31	$2,327,869
Total plan assets at beginning of year	2019-12-31	$2,776,073
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$-500,000
Net income (gross income less expenses)	2019-12-31	$-448,204
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,327,869
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,776,073
Assets. Value of employer securities	2019-12-31	$2,100,000
Total contributions received or receivable from employer(s)	2019-12-31	$113,404
2018 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$41,575
Expenses. Total of all expenses incurred	2018-12-31	$570,639
Benefits paid (including direct rollovers)	2018-12-31	$570,044
Total plan assets at end of year	2018-12-31	$2,776,073
Total plan assets at beginning of year	2018-12-31	$3,305,137
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$595
Other income received	2018-12-31	$-259,077
Net income (gross income less expenses)	2018-12-31	$-529,064
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,776,073
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,305,137
Assets. Value of employer securities	2018-12-31	$2,600,000
Total contributions received or receivable from employer(s)	2018-12-31	$300,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$340,923
2017 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$719,223
Expenses. Total of all expenses incurred	2017-12-31	$357,569
Benefits paid (including direct rollovers)	2017-12-31	$356,869
Total plan assets at end of year	2017-12-31	$3,305,137
Total plan assets at beginning of year	2017-12-31	$2,943,483
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$700
Other income received	2017-12-31	$400,000
Net income (gross income less expenses)	2017-12-31	$361,654
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,305,137
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,943,483
Assets. Value of employer securities	2017-12-31	$3,200,000
Total contributions received or receivable from employer(s)	2017-12-31	$319,223
2016 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$764,427
Expenses. Total of all expenses incurred	2016-12-31	$161,369
Benefits paid (including direct rollovers)	2016-12-31	$161,194
Total plan assets at end of year	2016-12-31	$2,943,483
Total plan assets at beginning of year	2016-12-31	$2,340,425
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$175
Other income received	2016-12-31	$525,549
Net income (gross income less expenses)	2016-12-31	$603,058
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,943,483
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,340,425
Assets. Value of employer securities	2016-12-31	$2,800,000
Total contributions received or receivable from employer(s)	2016-12-31	$238,878
2015 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-60,571
Total plan assets at end of year	2015-12-31	$2,340,425
Total plan assets at beginning of year	2015-12-31	$2,400,996
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$-109,300
Net income (gross income less expenses)	2015-12-31	$-60,571
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,340,425
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,400,996
Assets. Value of employer securities	2015-12-31	$2,274,800
Total contributions received or receivable from employer(s)	2015-12-31	$48,729
Total income from all sources	2015-05-31	$-218,492
Expenses. Total of all expenses incurred	2015-05-31	$205,161
Benefits paid (including direct rollovers)	2015-05-31	$204,916
Total plan assets at end of year	2015-05-31	$2,347,186
Total plan assets at beginning of year	2015-05-31	$2,770,839
Value of fidelity bond covering the plan	2015-05-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-05-31	$245
Other income received	2015-05-31	$-436,000
Net income (gross income less expenses)	2015-05-31	$-423,653
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,347,186
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$2,770,839
Assets. Value of employer securities	2015-05-31	$2,327,500
Total contributions received or receivable from employer(s)	2015-05-31	$217,508
2014 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$-640,331
Expenses. Total of all expenses incurred	2014-05-31	$85,715
Benefits paid (including direct rollovers)	2014-05-31	$85,469
Total plan assets at end of year	2014-05-31	$2,770,839
Total plan assets at beginning of year	2014-05-31	$3,496,885
Value of fidelity bond covering the plan	2014-05-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-05-31	$246
Other income received	2014-05-31	$-725,800
Net income (gross income less expenses)	2014-05-31	$-726,046
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$2,770,839
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$3,496,885
Assets. Value of employer securities	2014-05-31	$2,763,500
Total contributions received or receivable from employer(s)	2014-05-31	$85,469
2013 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$555,435
Expenses. Total of all expenses incurred	2013-05-31	$75,995
Benefits paid (including direct rollovers)	2013-05-31	$75,995
Total plan assets at end of year	2013-05-31	$3,496,885
Total plan assets at beginning of year	2013-05-31	$3,017,445
Value of fidelity bond covering the plan	2013-05-31	$1,000,000
Other income received	2013-05-31	$472,100
Net income (gross income less expenses)	2013-05-31	$479,440
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$3,496,885
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$3,017,445
Assets. Value of employer securities	2013-05-31	$3,489,300
Total contributions received or receivable from employer(s)	2013-05-31	$83,335
2012 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$16,316
Expenses. Total of all expenses incurred	2012-05-31	$211,971
Benefits paid (including direct rollovers)	2012-05-31	$211,971
Total plan assets at end of year	2012-05-31	$3,017,445
Total plan assets at beginning of year	2012-05-31	$3,213,100
Value of fidelity bond covering the plan	2012-05-31	$1,000,000
Other income received	2012-05-31	$-195,900
Net income (gross income less expenses)	2012-05-31	$-195,655
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$3,017,445
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$3,213,100
Total contributions received or receivable from employer(s)	2012-05-31	$212,216
2011 : SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$911,151
Expenses. Total of all expenses incurred	2011-05-31	$162,951
Benefits paid (including direct rollovers)	2011-05-31	$162,951
Total plan assets at end of year	2011-05-31	$3,213,100
Total plan assets at beginning of year	2011-05-31	$2,464,900
Value of fidelity bond covering the plan	2011-05-31	$350,000
Other income received	2011-05-31	$748,200
Net income (gross income less expenses)	2011-05-31	$748,200
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$3,213,100
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$2,464,900
Assets. Value of employer securities	2011-05-31	$3,213,100
Total contributions received or receivable from employer(s)	2011-05-31	$162,951

Form 5500 Responses for SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: SCOTT ENGINEERING INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SCOTT ENGINEERING, INC. 401K SAVINGS PLAN [EIN = 510347978]

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Company Name:	SCOTT ENGINEERING, INC.
Employer identification number (EIN):	952548660
NAIC Classification:	334410

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2008-05-28
Company Identification Number:	P08000052624
Legal Registered Office Address:	2410 FIRE WOOD LANE WIMAUMA 33598

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	JASON HUITRADO
002	2023-01-01
002	2023-01-01	JASON HUITRADO
002	2022-01-01
002	2022-01-01	JASON HUITRADO
002	2021-01-01
002	2021-01-01	JASON HUITRADO
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DEBORAH N. DAVIS
002	2016-01-01	DEBORAH N. DAVIS
002	2015-06-01	DEBORAH N. DAVIS
002	2014-06-01	DEBORAH N. DAVIS
002	2014-06-01	DEBORAH N. DAVIS
002	2013-06-01	DEBORAH N. DAVIS
002	2012-06-01	DEBORAH N. DAVIS
002	2011-06-01	ROBERT BERTOLLI
002	2009-06-01	ROBERT L. BERTOLLI	ROBERT L. BERTOLLI	2010-11-08