2023 Form 5500 filing — Bio-Serv Corporation Employees Retirement Savings 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 20241011144215NAL0037226832001) for Bio-Serv Corporation Employees Retirement Savings Plan, reported by Bio-Serv Corporation under EIN 38-1643006 and plan number 002. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144215NAL0037226832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bio-Serv Corporation
- EIN
- 38-1643006
- Plan number
- 002
- Location
- Madison Heights, MI
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,617,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,617,969
- Employer contributions
- $897,212
- Participant contributions
- $1,618,965
- Total income / additions
- $7,012,298
- Benefits paid
- $2,399,743
- Administrative expenses
- $80,587
- Total expenses
- $2,480,330
- Net increase / (decrease)
- $4,531,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,586 | $0 |
| Morgan Stanley | OTHER SERVICES | $0 | $23,887 |