Thrifty Retail Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thrifty Retail Services, LLC (EIN 27-3469063) is a plan sponsor located in Grandville, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-3469063
Location
Grandville, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,418,161
Total reported liabilities (EOY)
$9,292
Total reported net assets (EOY)
$20,408,869

Contributions & income

Employer contributions
$479,210
Participant contributions
$1,357,139
Total income / additions
$5,171,817

Expenses & distributions

Benefits paid / distributions
$1,305,823
Total expenses
$1,388,430
Net increase / (decrease)
$3,783,387

Coverage

Total reported participants
2,484
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Thrifty Retail Services, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Serv-U-Success 401(K) Savings Plan0011,345$20,418,1612023
Serv-U-Success Health And Welfare Benefits Plan5011,139not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Thrifty Retail Services, LLC
YearPlanParticipantsSchedulesFiling
2023Serv-U-Success Health And Welfare Benefits Plan1,13920240801133502NAL0015221043001
2023Serv-U-Success 401(K) Savings Plan1,345H, C20241011110304NAL0021722705001

Related Form 5500 pages