?>
Logo

JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameJAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an 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

JAMES A SCOTT & SON, INC has sponsored the creation of one or more 401k plans.

Company Name:JAMES A SCOTT & SON, INC
Employer identification number (EIN):540372970
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KEITH L MANN
0012023-01-01
0012023-01-01KEITH L MANN
0012022-01-01
0012022-01-01KEITH L MANN
0012021-01-01
0012021-01-01KEITH L MANN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEITH L MANN
0012016-01-01CRAIG K. RYDER CFO COO
0012015-01-01CRAIG K. RYDER CFO COO
0012014-01-01CRAIG K. RYDER CFO COO
0012013-01-01CRAIG K. RYDER CFO COO
0012012-01-01CRAIG K. RYDER CFO COO
0012011-01-01CRAIG K. RYDER CFO COO
0012010-01-01CRAIG K. RYDER CFO COO
0012009-01-01CRAIG K. RYDER CFO COO CRAIG K. RYDER CFO COO2010-08-19

Plan Statistics for JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01402
Total number of active participants reported on line 7a of the Form 55002023-01-01341
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01366
Number of participants with account balances2023-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01382
Total number of active participants reported on line 7a of the Form 55002022-01-01318
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01346
Number of participants with account balances2022-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01352
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01334
Number of participants with account balances2021-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01326
Number of participants with account balances2020-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01333
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01306
Number of participants with account balances2019-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01299
Number of participants with account balances2018-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01286
Number of participants with account balances2017-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01287
Total number of active participants reported on line 7a of the Form 55002016-01-01260
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01275
Number of participants with account balances2016-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01239
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01256
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01239
Number of participants with account balances2014-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01218
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01228
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01207
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01200
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01233
Total number of active participants reported on line 7a of the Form 55002010-01-01205
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01213
Number of participants with account balances2010-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01219
Number of participants with account balances2009-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$23,089,532
Total unrealized appreciation/depreciation of assets2023-12-31$23,089,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$34,786,454
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$14,630,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$14,588,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,438,517
Value of total assets at end of year2023-12-31$203,659,329
Value of total assets at beginning of year2023-12-31$183,503,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$41,472
Total interest from all sources2023-12-31$3,073
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,189,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$15,958
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$4,173,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,376,454
Total non interest bearing cash at end of year2023-12-31$27,694
Total non interest bearing cash at beginning of year2023-12-31$31,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$20,156,109
Value of net assets at end of year (total assets less liabilities)2023-12-31$203,659,329
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$183,503,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$349,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,355,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$19,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$19,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$3,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$66,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$191,670,502
Assets. Invements in employer securities at beginning of year2023-12-31$172,303,481
Contributions received in cash from employer2023-12-31$7,438,517
Employer contributions (assets) at end of year2023-12-31$7,438,517
Employer contributions (assets) at beginning of year2023-12-31$5,417,083
Income. Dividends from common stock2023-12-31$4,173,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$14,588,873
Contract administrator fees2023-12-31$41,472
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2023-12-31540504608
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$23,089,532
Total unrealized appreciation/depreciation of assets2023-01-01$23,089,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$34,786,454
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$14,630,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$14,588,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,438,517
Value of total assets at end of year2023-01-01$203,659,329
Value of total assets at beginning of year2023-01-01$183,503,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$41,472
Total interest from all sources2023-01-01$3,073
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$4,189,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$15,958
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$4,173,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$4,376,454
Total non interest bearing cash at end of year2023-01-01$27,694
Total non interest bearing cash at beginning of year2023-01-01$31,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$20,156,109
Value of net assets at end of year (total assets less liabilities)2023-01-01$203,659,329
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$183,503,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$349,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,355,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$3,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$66,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$191,670,502
Assets. Invements in employer securities at beginning of year2023-01-01$172,303,481
Contributions received in cash from employer2023-01-01$7,438,517
Employer contributions (assets) at end of year2023-01-01$7,438,517
Employer contributions (assets) at beginning of year2023-01-01$5,417,083
Income. Dividends from common stock2023-01-01$4,173,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$14,588,873
Contract administrator fees2023-01-01$41,472
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2023-01-01540504608
2022 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$6,802,132
Total unrealized appreciation/depreciation of assets2022-12-31$6,802,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$16,320,814
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,532,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,485,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,417,083
Value of total assets at end of year2022-12-31$183,503,220
Value of total assets at beginning of year2022-12-31$176,714,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,263
Total interest from all sources2022-12-31$259
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,413,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$37,970
Administrative expenses professional fees incurred2022-12-31$47,263
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,376,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,042,822
Other income not declared elsewhere2022-12-31$16,763
Total non interest bearing cash at end of year2022-12-31$31,545
Total non interest bearing cash at beginning of year2022-12-31$64,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$6,788,267
Value of net assets at end of year (total assets less liabilities)2022-12-31$183,503,220
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$176,714,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,355,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,085,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$19,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$54,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$54,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-328,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$172,303,481
Assets. Invements in employer securities at beginning of year2022-12-31$165,501,349
Contributions received in cash from employer2022-12-31$5,417,083
Employer contributions (assets) at end of year2022-12-31$5,417,083
Employer contributions (assets) at beginning of year2022-12-31$4,966,827
Income. Dividends from common stock2022-12-31$4,375,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,485,284
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2022-12-31540504608
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$6,802,132
Total unrealized appreciation/depreciation of assets2022-01-01$6,802,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$16,320,814
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$9,532,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$9,485,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,417,083
Value of total assets at end of year2022-01-01$183,503,220
Value of total assets at beginning of year2022-01-01$176,714,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$47,263
Total interest from all sources2022-01-01$259
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,413,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$37,970
Administrative expenses professional fees incurred2022-01-01$47,263
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$4,376,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$4,042,822
Other income not declared elsewhere2022-01-01$16,763
Total non interest bearing cash at end of year2022-01-01$31,545
Total non interest bearing cash at beginning of year2022-01-01$64,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$6,788,267
Value of net assets at end of year (total assets less liabilities)2022-01-01$183,503,220
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$176,714,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,355,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,085,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$19,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-328,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$172,303,481
Assets. Invements in employer securities at beginning of year2022-01-01$165,501,349
Contributions received in cash from employer2022-01-01$5,417,083
Employer contributions (assets) at end of year2022-01-01$5,417,083
Employer contributions (assets) at beginning of year2022-01-01$4,966,827
Income. Dividends from common stock2022-01-01$4,375,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$9,485,284
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2022-01-01540504608
2021 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$27,458,957
Total unrealized appreciation/depreciation of assets2021-12-31$27,458,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,796,109
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,803,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,733,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,966,827
Value of total assets at end of year2021-12-31$176,714,953
Value of total assets at beginning of year2021-12-31$157,722,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,304
Total interest from all sources2021-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,143,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$101,705
Administrative expenses professional fees incurred2021-12-31$70,304
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,042,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,330,942
Other income not declared elsewhere2021-12-31$28,453
Total non interest bearing cash at end of year2021-12-31$64,336
Total non interest bearing cash at beginning of year2021-12-31$18,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,992,644
Value of net assets at end of year (total assets less liabilities)2021-12-31$176,714,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$157,722,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,085,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,395,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$54,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$183,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$183,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$198,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$165,501,349
Assets. Invements in employer securities at beginning of year2021-12-31$138,042,392
Contributions received in cash from employer2021-12-31$4,966,827
Employer contributions (assets) at end of year2021-12-31$4,966,827
Employer contributions (assets) at beginning of year2021-12-31$4,751,603
Income. Dividends from common stock2021-12-31$4,041,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,733,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2021-12-31540504608
2020 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$15,408,835
Total unrealized appreciation/depreciation of assets2020-12-31$15,408,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,614,519
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,474,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,388,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,753,603
Value of total assets at end of year2020-12-31$157,722,309
Value of total assets at beginning of year2020-12-31$136,582,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,567
Total interest from all sources2020-12-31$712
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,513,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$185,056
Administrative expenses professional fees incurred2020-12-31$85,537
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,330,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,175,944
Administrative expenses (other) incurred2020-12-31$30
Total non interest bearing cash at end of year2020-12-31$18,619
Total non interest bearing cash at beginning of year2020-12-31$10,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,140,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$157,722,309
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$136,582,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,395,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,367,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$183,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$88,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$88,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$937,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$138,042,392
Assets. Invements in employer securities at beginning of year2020-12-31$122,633,557
Contributions received in cash from employer2020-12-31$4,753,603
Employer contributions (assets) at end of year2020-12-31$4,751,603
Employer contributions (assets) at beginning of year2020-12-31$4,305,307
Income. Dividends from common stock2020-12-31$3,328,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,388,752
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2020-12-31540504608
2019 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$19,588,813
Total unrealized appreciation/depreciation of assets2019-12-31$19,588,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$27,505,536
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,867,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,809,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,305,307
Value of total assets at end of year2019-12-31$136,582,109
Value of total assets at beginning of year2019-12-31$110,943,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,779
Total interest from all sources2019-12-31$1,773
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,277,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$103,709
Administrative expenses professional fees incurred2019-12-31$57,749
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,175,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,498,338
Administrative expenses (other) incurred2019-12-31$30
Total non interest bearing cash at end of year2019-12-31$10,558
Total non interest bearing cash at beginning of year2019-12-31$23,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,638,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$136,582,109
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$110,943,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,367,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$587,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$88,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$332,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$122,633,557
Assets. Invements in employer securities at beginning of year2019-12-31$103,044,743
Contributions received in cash from employer2019-12-31$4,305,307
Employer contributions (assets) at end of year2019-12-31$4,305,307
Employer contributions (assets) at beginning of year2019-12-31$4,756,872
Income. Dividends from common stock2019-12-31$3,173,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,809,462
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2019-12-31540504608
2018 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$13,913,618
Total unrealized appreciation/depreciation of assets2018-12-31$13,913,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,159,077
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,452,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,412,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,756,872
Value of total assets at end of year2018-12-31$110,943,814
Value of total assets at beginning of year2018-12-31$97,237,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,039
Total interest from all sources2018-12-31$431
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,520,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,738
Administrative expenses professional fees incurred2018-12-31$32,483
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,498,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,177,657
Administrative expenses (other) incurred2018-12-31$7,556
Total non interest bearing cash at end of year2018-12-31$23,804
Total non interest bearing cash at beginning of year2018-12-31$5,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$13,706,372
Value of net assets at end of year (total assets less liabilities)2018-12-31$110,943,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,237,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$587,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,169,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$32,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$103,044,743
Assets. Invements in employer securities at beginning of year2018-12-31$89,131,126
Contributions received in cash from employer2018-12-31$4,756,872
Employer contributions (assets) at end of year2018-12-31$4,756,872
Employer contributions (assets) at beginning of year2018-12-31$3,701,071
Income. Dividends from common stock2018-12-31$2,497,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,412,666
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BROWN, EDWARDS & COMPANY LLP
Accountancy firm EIN2018-12-31540504608
2017 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,107,445
Total unrealized appreciation/depreciation of assets2017-12-31$10,107,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57,374
Total income from all sources (including contributions)2017-12-31$17,064,377
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,312,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,286,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,701,072
Value of total assets at end of year2017-12-31$97,237,442
Value of total assets at beginning of year2017-12-31$85,543,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,425
Total interest from all sources2017-12-31$559
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,190,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,743
Administrative expenses professional fees incurred2017-12-31$21,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,177,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,962,847
Other income not declared elsewhere2017-12-31$20,361
Total non interest bearing cash at end of year2017-12-31$5,429
Total non interest bearing cash at beginning of year2017-12-31$105,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,751,729
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,237,442
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,485,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,169,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$89,131,126
Assets. Invements in employer securities at beginning of year2017-12-31$79,023,681
Contributions received in cash from employer2017-12-31$3,701,072
Employer contributions (assets) at end of year2017-12-31$3,701,071
Employer contributions (assets) at beginning of year2017-12-31$3,448,268
Income. Dividends from common stock2017-12-31$3,177,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,286,223
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$57,374
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,431,771
Total unrealized appreciation/depreciation of assets2016-12-31$8,431,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$57,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,910,938
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,331,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,295,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,498,268
Value of total assets at end of year2016-12-31$85,543,087
Value of total assets at beginning of year2016-12-31$79,906,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,257
Total interest from all sources2016-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,982,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,133
Administrative expenses professional fees incurred2016-12-31$21,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,962,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,535,499
Administrative expenses (other) incurred2016-12-31$421
Total non interest bearing cash at end of year2016-12-31$105,741
Total non interest bearing cash at beginning of year2016-12-31$36,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,579,097
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,485,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,906,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,401,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$74,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$74,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-2,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$79,023,681
Assets. Invements in employer securities at beginning of year2016-12-31$70,591,910
Contributions received in cash from employer2016-12-31$3,498,268
Employer contributions (assets) at end of year2016-12-31$3,448,268
Employer contributions (assets) at beginning of year2016-12-31$3,266,968
Income. Dividends from common stock2016-12-31$2,962,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,295,584
Liabilities. Value of benefit claims payable at end of year2016-12-31$57,374
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,765,543
Total unrealized appreciation/depreciation of assets2015-12-31$4,765,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$948
Total income from all sources (including contributions)2015-12-31$10,481,124
Total loss/gain on sale of assets2015-12-31$543
Total of all expenses incurred2015-12-31$4,062,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,017,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,266,968
Value of total assets at end of year2015-12-31$79,906,616
Value of total assets at beginning of year2015-12-31$73,488,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,010
Total interest from all sources2015-12-31$29
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,596,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$63,663
Administrative expenses professional fees incurred2015-12-31$20,950
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,535,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,780,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$948
Total non interest bearing cash at end of year2015-12-31$36,472
Total non interest bearing cash at beginning of year2015-12-31$11,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,419,018
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,906,616
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$73,487,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,401,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,835,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$74,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$70,591,910
Assets. Invements in employer securities at beginning of year2015-12-31$65,826,367
Contributions received in cash from employer2015-12-31$3,266,968
Employer contributions (assets) at end of year2015-12-31$3,266,968
Employer contributions (assets) at beginning of year2015-12-31$2,937,872
Income. Dividends from common stock2015-12-31$2,532,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,017,096
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$76,644
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$158,189
Aggregate carrying amount (costs) on sale of assets2015-12-31$157,646
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,898,121
Total unrealized appreciation/depreciation of assets2014-12-31$6,898,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$268,000
Expenses. Interest paid2014-12-31$3,803
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$3,803
Total income from all sources (including contributions)2014-12-31$13,012,783
Total loss/gain on sale of assets2014-12-31$1,490
Total of all expenses incurred2014-12-31$12,907,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,831,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,937,872
Value of total assets at end of year2014-12-31$73,488,546
Value of total assets at beginning of year2014-12-31$73,650,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,507
Total interest from all sources2014-12-31$89
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,122,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$72,822
Administrative expenses professional fees incurred2014-12-31$21,175
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$2,368,714
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,780,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,849,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$32
Total non interest bearing cash at end of year2014-12-31$11,800
Total non interest bearing cash at beginning of year2014-12-31$3,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$104,944
Value of net assets at end of year (total assets less liabilities)2014-12-31$73,487,598
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,382,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$51,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,835,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,235,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$259,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$259,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$65,826,367
Assets. Invements in employer securities at beginning of year2014-12-31$61,295,355
Contributions received in cash from employer2014-12-31$2,937,872
Employer contributions (assets) at end of year2014-12-31$2,937,872
Employer contributions (assets) at beginning of year2014-12-31$2,763,924
Income. Dividends from common stock2014-12-31$3,049,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,831,529
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$76,644
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$242,869
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$310,402
Aggregate carrying amount (costs) on sale of assets2014-12-31$308,912
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$268,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,849,442
Total unrealized appreciation/depreciation of assets2013-12-31$6,849,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$268,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$536,000
Expenses. Interest paid2013-12-31$7,779
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$7,779
Total income from all sources (including contributions)2013-12-31$12,293,052
Total loss/gain on sale of assets2013-12-31$40,667
Total of all expenses incurred2013-12-31$4,268,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,165,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,763,924
Value of total assets at end of year2013-12-31$73,650,654
Value of total assets at beginning of year2013-12-31$65,893,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,453
Total interest from all sources2013-12-31$2,215
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,261,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$140,667
Administrative expenses professional fees incurred2013-12-31$20,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,849,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,728,777
Other income not declared elsewhere2013-12-31$14
Administrative expenses (other) incurred2013-12-31$5
Total non interest bearing cash at end of year2013-12-31$3,530
Total non interest bearing cash at beginning of year2013-12-31$6,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,024,900
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,382,654
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,357,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$73,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,235,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,712,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$259,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$167,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$167,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$374,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$61,295,355
Assets. Invements in employer securities at beginning of year2013-12-31$54,486,037
Contributions received in cash from employer2013-12-31$2,763,924
Employer contributions (assets) at end of year2013-12-31$2,763,924
Employer contributions (assets) at beginning of year2013-12-31$2,589,600
Income. Dividends from common stock2013-12-31$2,121,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,165,920
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$242,869
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$203,525
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$340,347
Aggregate carrying amount (costs) on sale of assets2013-12-31$299,680
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$268,000
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$536,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2013-12-31560574444
2012 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,149,621
Total unrealized appreciation/depreciation of assets2012-12-31$4,149,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$536,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$808,081
Expenses. Interest paid2012-12-31$12,220
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$12,220
Total income from all sources (including contributions)2012-12-31$9,399,577
Total loss/gain on sale of assets2012-12-31$176,058
Total of all expenses incurred2012-12-31$1,830,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,740,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,589,600
Value of total assets at end of year2012-12-31$65,893,754
Value of total assets at beginning of year2012-12-31$58,596,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,756
Total interest from all sources2012-12-31$3,359
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,149,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$133,473
Administrative expenses professional fees incurred2012-12-31$19,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,728,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,505,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,081
Administrative expenses (other) incurred2012-12-31$520
Total non interest bearing cash at end of year2012-12-31$6,129
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,569,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,357,754
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,788,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$57,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,712,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,398,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$167,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$169,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$169,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$331,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$54,486,037
Assets. Invements in employer securities at beginning of year2012-12-31$50,360,223
Contributions received in cash from employer2012-12-31$2,589,600
Employer contributions (assets) at end of year2012-12-31$2,589,600
Employer contributions (assets) at beginning of year2012-12-31$2,010,618
Income. Dividends from common stock2012-12-31$2,016,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,740,204
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$203,525
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,151,860
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,932,992
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,756,934
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$536,000
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$804,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2012-12-31560574444
2011 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,235,475
Total unrealized appreciation/depreciation of assets2011-12-31$2,235,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$808,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,072,187
Expenses. Interest paid2011-12-31$16,280
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$16,280
Total income from all sources (including contributions)2011-12-31$6,015,849
Total loss/gain on sale of assets2011-12-31$-2,969
Total of all expenses incurred2011-12-31$2,999,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,937,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,010,618
Value of total assets at end of year2011-12-31$58,596,438
Value of total assets at beginning of year2011-12-31$55,844,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,368
Total interest from all sources2011-12-31$715
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,881,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$107,678
Administrative expenses professional fees incurred2011-12-31$19,825
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,505,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,417,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,016,210
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,788,357
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,772,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,398,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,733,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$169,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$53,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$53,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-109,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$50,360,223
Assets. Invements in employer securities at beginning of year2011-12-31$48,124,928
Contributions received in cash from employer2011-12-31$2,010,618
Employer contributions (assets) at end of year2011-12-31$2,010,618
Employer contributions (assets) at beginning of year2011-12-31$2,515,521
Income. Dividends from common stock2011-12-31$1,773,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,937,991
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,151,860
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$187
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$138,954
Aggregate carrying amount (costs) on sale of assets2011-12-31$141,923
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$804,000
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$1,072,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CHERRY, BEKAERT, AND HOLLAND
Accountancy firm EIN2011-12-31560574444
2010 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,457,484
Total unrealized appreciation/depreciation of assets2010-12-31$2,457,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,072,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,340,000
Expenses. Interest paid2010-12-31$20,878
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$20,878
Total income from all sources (including contributions)2010-12-31$7,058,661
Total loss/gain on sale of assets2010-12-31$-8,327
Total of all expenses incurred2010-12-31$5,522,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,458,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,515,521
Value of total assets at end of year2010-12-31$55,844,334
Value of total assets at beginning of year2010-12-31$54,575,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,893
Total interest from all sources2010-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,794,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$109,255
Administrative expenses professional fees incurred2010-12-31$11,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-1,341,611
Minimum employer required contribution for this plan year2010-12-31$1,173,910
Amount contributed by the employer to the plan for this plan year2010-12-31$2,515,521
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,417,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$185,079
Other income not declared elsewhere2010-12-31$20
Administrative expenses (other) incurred2010-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,536,659
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,772,147
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,235,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$31,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,733,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,596,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$53,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$103,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$103,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$299,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$48,124,928
Assets. Invements in employer securities at beginning of year2010-12-31$45,667,444
Contributions received in cash from employer2010-12-31$2,515,521
Employer contributions (assets) at end of year2010-12-31$2,515,521
Employer contributions (assets) at beginning of year2010-12-31$1,903,267
Income. Dividends from common stock2010-12-31$1,684,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,458,231
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$119,665
Liabilities. Value of benefit claims payable at end of year2010-12-31$187
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$111,338
Aggregate carrying amount (costs) on sale of assets2010-12-31$119,665
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$1,072,000
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$1,340,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CHERRY, BEKAERT, AND HOLLAND
Accountancy firm EIN2010-12-31560574444
2009 : JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-793,028
Minimum employer required contribution for this plan year2009-12-31$1,110,239
Amount contributed by the employer to the plan for this plan year2009-12-31$1,903,267

Form 5500 Responses for JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

2023: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES A. SCOTT & SON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3