Amscot Financial, Inc. 401(k) Plan: Login, Facts & Contact Information

Amscot Financial, Inc. 401(k) Plan Facts

Plan name
AMSCOT FINANCIAL, INC. 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AMSCOT FINANCIAL, INC.
Participants
1,188 (1,022 active employees)
Former employees with a balance
109
Plan assets
$22,704,142 at Dec 31, 2024
Average account balance
$32,434 across 700 accounts
Employer contributions
$587,798 in plan year 2024 (22% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.65 million went into the plan in contributions, $587,798 of it from the employer (22%).
  • $2.13 million was paid out to participants.
  • Investment and other income added $2.42 million.
  • Administrative expenses were $29,380, about $42 per account.

How the Amscot Financial, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,483$14.2 million$558,356$1.53 million
20201,511$15.9 million$493,259$2.42 million
20211,535$18.2 million$553,479$1.89 million
20221,310$15.8 million$568,261$1.89 million
20231,108$19.9 million$599,163$1.06 million
20241,188$22.7 million$587,798$2.13 million

Amscot Financial, Inc. 401(k) Contact Information

Phone
813-637-6203
Mailing address
600 NORTH WESTSHORE BLVD SUITE 1200 TEST, TAMPA FL 33609
Plan sponsor
AMSCOT FINANCIAL, INC.
Employer identification number (EIN)
59-2742276
Plan number
001

Questions about the Amscot Financial, Inc. 401(k)

Does Amscot Financial, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $587,798, 22% of all contributions.

Does the Amscot Financial, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Amscot Financial, Inc 401(k) plan?

1,188 participants at the start of plan year 2024, 1,022 of them active employees, and 109 former employees who still had money in the plan.

What is the average 401(k) balance at Amscot Financial, Inc?

About $32,434 per account: $22.7 million in plan assets across 700 accounts with a balance at the end of plan year 2024.

Who manages the Amscot Financial, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Amscot Financial, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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