401k Plan data: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN plan

SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN
Plan identification number	001

SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCOTT EQUIPMENT INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: SCOTT EQUIPMENT INCORPORATED

Employer identification number (EIN): 330483223

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about SCOTT EQUIPMENT INCORPORATED

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1695160

More information about SCOTT EQUIPMENT INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SHELLEE THOMAS
001 2017-01-01 SHELLEE THOMAS
001 2016-01-01 SHELLEE THOMAS
001 2015-01-01 SHELLEE THOMAS
001 2014-01-01 SHELLEE THOMAS
001 2013-01-01 HOLLY BEATTY 2014-04-15 HOLLY BEATTY 2014-04-15
001 2012-01-01 HOLLY BEATTY 2013-06-19 HOLLY BEATTY 2013-06-19
001 2011-01-01 HOLLY BEATTY 2012-06-07 HOLLY BEATTY 2012-06-07
001 2010-01-01 RICHARD SCOTT 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SHELLEE THOMAS
001	2017-01-01	SHELLEE THOMAS
001	2016-01-01	SHELLEE THOMAS
001	2015-01-01	SHELLEE THOMAS
001	2014-01-01	SHELLEE THOMAS
001	2013-01-01	HOLLY BEATTY	2014-04-15	HOLLY BEATTY	2014-04-15
001	2012-01-01	HOLLY BEATTY	2013-06-19	HOLLY BEATTY	2013-06-19
001	2011-01-01	HOLLY BEATTY	2012-06-07	HOLLY BEATTY	2012-06-07
001	2010-01-01	RICHARD SCOTT	2011-07-28

Plan Statistics for SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 72
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 9
Total of all active and inactive participants 2023-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 82
Number of participants with account balances 2023-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 67
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 59
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 69
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 74
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 73
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 80
Number of participants with account balances 2019-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 61
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 69
Number of participants with account balances 2018-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 58
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 67
Number of participants with account balances 2017-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 62
Number of participants with account balances 2016-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 49
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 48
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	72
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	9
Total of all active and inactive participants	2023-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	82
Number of participants with account balances	2023-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	67
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	59
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	69
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	74
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	73
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	80
Number of participants with account balances	2019-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	61
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	69
Number of participants with account balances	2018-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	58
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	67
Number of participants with account balances	2017-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	62
Number of participants with account balances	2016-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	49
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	48
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,137,517
Expenses. Total of all expenses incurred	2023-12-31	$257,989
Benefits paid (including direct rollovers)	2023-12-31	$223,409
Total plan assets at end of year	2023-12-31	$4,584,645
Total plan assets at beginning of year	2023-12-31	$3,705,117
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$326,330
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$64,198
Other income received	2023-12-31	$619,427
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$879,528
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,584,645
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,705,117
Assets. Value of participant loans	2023-12-31	$78,582
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$127,562
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$34,580
2022 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-408,656
Expenses. Total of all expenses incurred	2022-12-31	$500,070
Benefits paid (including direct rollovers)	2022-12-31	$463,179
Total plan assets at end of year	2022-12-31	$3,705,117
Total plan assets at beginning of year	2022-12-31	$4,613,843
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$267,553
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-776,493
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-908,726
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,705,117
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,613,843
Assets. Value of participant loans	2022-12-31	$109,551
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$100,284
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$36,891
2021 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$804,891
Expenses. Total of all expenses incurred	2021-12-31	$646,386
Benefits paid (including direct rollovers)	2021-12-31	$605,207
Total plan assets at end of year	2021-12-31	$4,613,843
Total plan assets at beginning of year	2021-12-31	$4,455,338
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$240,594
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$482,544
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$158,505
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,613,843
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,455,338
Assets. Value of participant loans	2021-12-31	$66,853
Total contributions received or receivable from employer(s)	2021-12-31	$81,753
Value of certain deemed distributions of participant loans	2021-12-31	$2,203
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38,976
2020 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$862,244
Expenses. Total of all expenses incurred	2020-12-31	$218,635
Benefits paid (including direct rollovers)	2020-12-31	$164,895
Total plan assets at end of year	2020-12-31	$4,455,338
Total plan assets at beginning of year	2020-12-31	$3,811,729
Value of fidelity bond covering the plan	2020-12-31	$350,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$219,110
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$556,547
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$643,609
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,455,338
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,811,729
Assets. Value of participant loans	2020-12-31	$72,652
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$86,587
Value of certain deemed distributions of participant loans	2020-12-31	$20,614
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,126
2019 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,041,106
Expenses. Total of all expenses incurred	2019-12-31	$187,125
Benefits paid (including direct rollovers)	2019-12-31	$157,946
Total plan assets at end of year	2019-12-31	$3,811,729
Total plan assets at beginning of year	2019-12-31	$2,957,748
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$219,553
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$124,414
Other income received	2019-12-31	$620,519
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$853,981
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,811,729
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,957,748
Assets. Value of participant loans	2019-12-31	$123,221
Total contributions received or receivable from employer(s)	2019-12-31	$76,620
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$29,179
2018 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$171,938
Expenses. Total of all expenses incurred	2018-12-31	$68,457
Benefits paid (including direct rollovers)	2018-12-31	$45,392
Total plan assets at end of year	2018-12-31	$2,957,748
Total plan assets at beginning of year	2018-12-31	$2,854,267
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$216,654
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$70,840
Other income received	2018-12-31	$-210,096
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$103,481
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,957,748
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,854,267
Assets. Value of participant loans	2018-12-31	$111,789
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$94,540
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,065
2017 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$659,939
Expenses. Total of all expenses incurred	2017-12-31	$79,573
Benefits paid (including direct rollovers)	2017-12-31	$80,321
Total plan assets at end of year	2017-12-31	$2,854,267
Total plan assets at beginning of year	2017-12-31	$2,273,901
Value of fidelity bond covering the plan	2017-12-31	$250,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$185,064
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$398,381
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$580,366
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,854,267
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,273,901
Assets. Value of participant loans	2017-12-31	$73,075
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$76,494
Value of certain deemed distributions of participant loans	2017-12-31	$-17,933
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,185
2016 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$508,023
Expenses. Total of all expenses incurred	2016-12-31	$182,876
Benefits paid (including direct rollovers)	2016-12-31	$150,156
Total plan assets at end of year	2016-12-31	$2,273,901
Total plan assets at beginning of year	2016-12-31	$1,948,754
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$166,437
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$132,097
Other income received	2016-12-31	$138,231
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$325,147
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,273,901
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,948,754
Assets. Value of participant loans	2016-12-31	$39,054
Total contributions received or receivable from employer(s)	2016-12-31	$71,258
Value of certain deemed distributions of participant loans	2016-12-31	$17,414
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,306
2015 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$97,305
Expenses. Total of all expenses incurred	2015-12-31	$203,688
Benefits paid (including direct rollovers)	2015-12-31	$187,875
Total plan assets at end of year	2015-12-31	$1,948,754
Total plan assets at beginning of year	2015-12-31	$2,055,137
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$102,486
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-5,181
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-106,383
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,948,754
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,055,137
Assets. Value of participant loans	2015-12-31	$90,737
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,813
2014 : SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$228,905
Expenses. Total of all expenses incurred	2014-12-31	$50,537
Benefits paid (including direct rollovers)	2014-12-31	$41,762
Total plan assets at end of year	2014-12-31	$2,055,137
Total plan assets at beginning of year	2014-12-31	$1,876,769
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$102,482
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$126,423
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$178,368
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,055,137
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,876,769
Assets. Value of participant loans	2014-12-31	$82,376
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$3,992
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,783

Form 5500 Responses for SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN

2023: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT EQUIPMENT, INCORPORATED 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058333-I

Policy instance

Insurance contract or identification number	058333-I
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

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Company Name:	SCOTT EQUIPMENT INCORPORATED
Employer identification number (EIN):	330483223
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1695160