2023 Form 5500 filing — Service Industrial, 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 20241014125255NAL0027318833001) for Service Industrial, Inc 401(K )Plan, reported by Service Industrial, Inc. under EIN 84-0607372 and plan number 001. It reports 148 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)$6.9MReported net assets$6,945,438
Participants148
Provider compensation$1.7K1 Schedule C row(s)$1,700
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125255NAL0027318833001
Plan sponsor
Service Industrial, Inc.
EIN
84-0607372
Plan number
001
Location
Brownsville, TX
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$425.6K
Benefits paid / distributions$422.3K
Contributions
Employer$229K
Participant$415.6K
Full reported line items
Total assets (EOY)
$6,945,438
Total liabilities (EOY)
$0
Net assets (EOY)
$6,945,438
Employer contributions
$228,954
Participant contributions
$415,604
Total income / additions
$1,533,368
Benefits paid
$422,283
Administrative expenses
$3,354
Total expenses
$425,637
Net increase / (decrease)
$1,107,731

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$1,700$0

Related Form 5500 pages