Plan5500

Server Suites, LLC 401k & Profit Sharing Plan — Form 5500 plan (Server Suites, LLC)

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, Server Suites, LLC 401k & Profit Sharing Plan is a benefit plan reported by Server Suites, LLC under EIN 20-5268699 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $8,728,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Server Suites, LLC
EIN
20-5268699
Plan number
001
Plan type
2
Location
Loveland, OH
Latest filing year
2023
Participants
137
End-of-year plan assets
$8,728,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240930084814NAL0003128531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,728,123
Total liabilities (EOY)
$0
Net assets (EOY)
$8,728,123
Net assets (BOY)
$7,400,167

Income & contributions

Employer contributions
$430,457
Participant contributions
$802,172
Total contributions
$1,390,136
Total income / additions
$2,760,459

Expenses & distributions

Benefits paid
$1,404,533
Administrative expenses
$27,970
Total expenses
$1,432,503
Net increase / (decrease)
$1,327,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment Research Adv.INVESTMENT ADVISOR$38,567not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRECORDKEEPER$8,436not reported in the loaded dataset2023

Related Form 5500 pages