2023 Form 5500 filing — Servefed, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011085036NAL0010742755001) for Servefed, Inc. 401(K) Plan, reported by Servefed, Inc. under EIN 46-1556834 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,507,907
Participants449
Provider compensation$55.5K4 Schedule C row(s)$55,480
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011085036NAL0010742755001
Plan sponsor
Servefed, Inc.
EIN
46-1556834
Plan number
001
Location
Germantown, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$493.5K
Benefits paid / distributions$438K
Contributions
Employer$70.7K
Participant$822.8K
Full reported line items
Total assets (EOY)
$4,507,907
Total liabilities (EOY)
$0
Net assets (EOY)
$4,507,907
Employer contributions
$70,662
Participant contributions
$822,803
Total income / additions
$1,517,523
Benefits paid
$438,004
Administrative expenses
$55,479
Total expenses
$493,483
Net increase / (decrease)
$1,024,040

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard GroupRECORDKEEPER$22,838not reported in the loaded dataset
Lpl Financial RpcpFINANCIAL ADVISOR$19,197not reported in the loaded dataset
Retirement Planners & AdminCONTRACT ADMIN$8,295not reported in the loaded dataset
401kinaboxCONTRACT ADMINISTRATOR$5,150not reported in the loaded dataset

Related Form 5500 pages