Servis One Inc 401(K) Profit Sharing Plan — Form 5500 plan (Servis One Inc. Dba Bsi Financial Services, Inc.)
Plain-English plan 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, Servis One Inc 401(K) Profit Sharing Plan is a benefit plan reported by Servis One Inc. Dba Bsi Financial Services, Inc. under EIN 04-3800293 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $6,878,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Servis One Inc. Dba Bsi Financial Services, Inc.
- EIN
- 04-3800293
- Plan number
- 001
- Plan type
- 2
- Location
- Titusville, PA
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,878,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241010084421NAL0035294176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,878,547
- Total liabilities (EOY)
- $390
- Net assets (EOY)
- $6,878,157
- Net assets (BOY)
- $5,581,350
Income & contributions
- Employer contributions
- $214,792
- Participant contributions
- $1,040,232
- Total contributions
- $1,261,055
- Total income / additions
- $2,115,893
Expenses & distributions
- Benefits paid
- $789,392
- Administrative expenses
- $619
- Total expenses
- $819,086
- Net increase / (decrease)
- $1,296,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $14,839 | not reported in the loaded dataset | 2023 |
| Dunbar Bender & Zapf, Inc. | CONTRACT ADMINISTRATOR | $5,112 | $207 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,629 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Servis One Inc. Dba Bsi Financial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Titusville, PA
- Edward D Jones & Co — Schedule C compensation
- Dunbar Bender & Zapf, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation